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CRISIL Rated Equity Flexi-Cap Fund Has Given 108.03% Returns In 2 Years; Details Here

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Flexi Cap funds are an investment choice that provides value while also finding market growth prospects. They allocate at least 65% of their assets to equities and equity-related products. As the name implies, the funds are free to invest in a variety of market categories, including large-cap, mid-cap, and small-cap stocks. This Flexi cap fund mentioned below has given good returns in 2-year lump-sum investment almost over 100% returns.

 

Taurus Flexi Cap Fund - Direct Plan-Growth

Taurus Flexi Cap Fund - Direct Plan-Growth

This fund was launched by the Taurus Mutual Fund on January 01, 2022. It is an Equity Flexi Cap mutual fund scheme.

The fund's Assets Under Management as of 28 February 2022 is Rs 242 Crores. The latest NAV of the fund declared on 23rd March 2022 is Rs 153.3.

It is an open-ended small fund of its category that aims to generate a long-term capital gain. The fund has an expense ratio of 2.65%.

You can start investing in this fund with a minimum investment amount of Rs 5000 and Rs 1000 for SIP. Investors who are looking for 3-4 years of investment can look up to this fund scheme.

It is a highly risky fund and also CRISIL rated this fund 1 star. However, this fund's performance among its weak. 

Absolute And Annualised Returns
 

Absolute And Annualised Returns

On Lump-Sum Investment

Since its launch, the fund has delivered 9.82% average annual returns, and 137.38% absolute returns.

Investment TenureAbsolute ReturnsAnnualised Returns
1 Year17.19%17.19%
2 Year108.03%44.23%
3 Year33.13%9.99%
5 Year49.24%8.33%
Since Inception137.38%9.82%

On SIP Investment

SIP TenureAbsolute ReturnsAnnualised Returns
1 Year5.82%11.00%
2 Year27.44%25.30%
3 Year29.81%17.71%
5 Year32.07%11.07%
Portfolio

Portfolio

The fund is invested in Indian equities to the tune of 97.43 percent, with 48.88 percent in large-cap stocks, 17.64 percent in mid-cap stocks, and 19.22 percent in small-cap stocks.

The financial, energy, services, construction, metals, and mining sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Financial and Energy sectors.

ICICI Bank Ltd., Reliance Industries Ltd., Housing Development Finance Corpn. Ltd., Larsen & Toubro Ltd., and HDFC Bank Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Story first published: Thursday, March 24, 2022, 14:12 [IST]
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