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Taurus Flexi Cap Fund - Investment Objectives, Fund Manager, Performance | Allvest

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Learn about Taurus Flexi Cap Fund's investment approach, fund management team, and suitability for long-term equity investors. Complete details about the AMC and investment strategy.

Investment Objective and Approach

The basic objective of the Scheme is to provide long-term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on the distribution of income by way of dividend. The scheme is positioned as a multicap fund seeking growth and capital appreciation through investment in equities primarily.

Investment Strategy:

- The fund will pursue the policy of diversification of its assets and to avoid concentration in a particular industry or group of industries.

- Flexi cap funds invest across large, mid, and small-cap stocks without any fixed allocation. This flexibility helps in managing risk and capturing growth opportunities across market cycles.

- As of 31-Mar-2025, Taurus Flexi Cap Fund - Direct Plan had invested 98.43% in Equity and 1.57% in Cash & Cash Eq.

Key Financial Metrics (as of latest available data):

- The AUM (i.e. assets under management) of Taurus Flexi Cap Fund is ₹356.88 Cr as of 1st July 2025.

- The expense ratio of Taurus Flexi Cap Fund Plan is 2.58 as of 1st July 2025.

- It has delivered 10.47% returns since inception.

- Inception Date29 Jan 1994

Fund Managers

Mr. Prasanna Pathak - Current Fund Manager and Head of Equity at Taurus Mutual Fund

- He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd.

- Mr. Prasanna Pathak is the Head of Equity and Fund Manager at Taurus Mutual Fund. He is a B.Tech. (Chemical) from LIT. Additionally, he has also done his PGDM (Finance) from S.P. Jain Institute of Management – Mumbai.

- Mr. Pathak has been with Taurus Mutual Funds for many years and currently leads the Equity Schemes department. He has a diverse background, having previously worked as a Research Analyst at Hindustan Unilever, a Financial Research Specialist at UTI Mutual Funds, and with IndiaFirst Life.

- Prior experience includes working with FCH Centrum Wealth Managers Ltd. and Priviwealth Pvt Ltd.

About the Fund House (AMC)

Taurus Mutual Fund has a rich legacy in the Indian mutual fund industry with over three decades of experience.

Company History and Milestones:

- Taurus Mutual Fund manages assets worth 981 crores and was set up on 1993-08-20.

- It has been in the business for close to three decades. Moreover, it is among those few private sector mutual fund companies registered with the SEBI in the 1990s.

- It was the first private player to receive permission to manage investment profiles from NRIs and FIIs.

- Taurus Mutual Fund launched its first scheme – Taurus Star share (Multi Cap) Fund in early 1994. The scheme is operational even today owing to its consistent performance in the past 20 years.

Corporate Structure:

- Today, the Mutual Fund is managed by HB Portfolio Limited, which is also the Asset Management Company or AMC.

- It also has a Board of Trustees in the form of the Taurus Investment Trust Company, which is the de facto management of the Private Mutual Fund Company.

- Its current offering of mutual fund schemes includes 30 equity, 16 debt, 4 other funds.

Leadership Team:

- The company is led by its CEO Prashant Soni. (Note: Some sources also mention Mr. Waqar Naqvi as CEO)

- Mr. Waqar Naqvi is the CEO of Taurus Mutual Fund. He is an ICWA from the 1991 batch as well as an MBA specializing in Finance and the Market. He has close to 27 years of experience in the investment, finance, and mutual fund industry.

Technology and Innovation:

- Taurus Mutual Fund is one of India's most technologically sophisticated Mutual Fund houses. It was one of the first players to join the growing bandwagon to shift their operations online.

Should I Invest in Taurus Flexi Cap Fund?

Suitable For:

- Taurus Flexi Cap Fund is suited for individuals looking at returns and have a long-term investment outlook and a higher tolerance for risk.

- Investors seeking diversified equity exposure across market capitalizations

- Those looking for active fund management with flexibility to invest across large, mid, and small-cap stocks

Risk Profile:

- The riskometer level of Taurus Flexi Cap Fund - Direct Plan is Very High.

- The volatility or standard deviation for the Taurus Flexi Cap Fund is 15.21 · Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average.

Investment Considerations:

- The fund has been operational since 1994, providing a long track record

- Features active management with flexibility to adjust allocations based on market conditions

- Higher expense ratio compared to passive funds but typical for actively managed flexi-cap funds

- Exit load of 1% if redeemed within 365 days

FAQs

What is today's NAV of Taurus Flexi Cap Fund?

The NAV varies daily based on market movements. You can check the latest NAV on Allvest's platform or the AMC's official website for real-time updates.

What is the AUM of Taurus Flexi Cap Fund?

The AUM of Taurus Flexi Cap Fund is ₹356.88 Cr as of 1st July 2025.

What is the expense ratio of Taurus Flexi Cap Fund?

The expense ratio of Taurus Flexi Cap Fund Plan is 2.58 as of 1st July 2025.

What are the returns of Taurus Flexi Cap Fund since inception?

It has delivered 10.47% returns since inception. The fund was launched in January 1994.

What is the minimum SIP amount to invest in Taurus Flexi Cap Fund?

The minimum SIP amount of Taurus Flexi Cap Fund is ₹500

How do I invest in Taurus Flexi Cap Fund?

You can easily invest in Taurus Flexi Cap Fund through Allvest's platform. Simply log in to your account, search for the fund, and choose between SIP or lump sum investment options.

How to start a SIP in Taurus Flexi Cap Fund?

Log in to Allvest, navigate to the mutual funds section, search for Taurus Flexi Cap Fund, select SIP option, choose your investment amount and date, then complete the setup.

How do I automate an SIP in Taurus Flexi Cap Fund?

Allvest provides auto-debit facility for SIPs. After setting up your SIP, enable auto-debit from your linked bank account to ensure automated monthly investments without manual intervention.

How can I withdraw/redeem my investment in Taurus Flexi Cap Fund?

You can redeem your investment through Allvest's platform by logging in, accessing your portfolio, selecting the fund, and choosing partial or full redemption. Note that exit load of 1% applies if redeemed within 365 days.