Taurus Flexi Cap Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Taurus Flexi Cap Fund - Direct (IDCW) (17336) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Taurus Flexi Cap Fund - Direct (IDCW)
Taurus Asset Management Company Limited
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 distribution of income by way of dividend.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Below Average
Taurus Flexi Cap Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 1.72% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 10.19% |
| HDFC Bank Ltd | Banks | 10.13% |
| ITC Ltd | Tobacco Products | 7.92% |
| Mahindra & Mahindra Ltd | Automobile | 5.32% |
| ICICI Bank Ltd | Banks | 4.84% |
| Axis Bank Ltd | Banks | 3.76% |
| Bharti Airtel Ltd | Telecom-Service | 3.64% |
| KEI Industries Ltd | Cables | 3.49% |
| DLF Ltd | Realty | 2.89% |
| Kotak Mahindra Bank Ltd | Banks | 2.76% |
Sector Breakdown
Compare against Flexi Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Flexi Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Flexi Cap Fund category
Taurus Flexi Cap Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Flexi Cap Fund - Direct (G) | ₹2261.63 | 15.57% | 5.68% | 23.13% |
| HDFC Flexi Cap Fund - (G) | ₹2065.30 | 15.19% | 5.00% | 22.32% |
| Aditya Birla SL Flexi Cap Fund - Direct (G) | ₹2063.16 | 16.57% | 0.44% | 17.95% |
| Franklin India Flexi Cap Fund - Direct (G) | ₹1849.26 | 12.98% | -2.27% | 19.08% |
| Aditya Birla SL Flexi Cap Fund (G) | ₹1842.56 | 16.11% | -0.34% | 17.00% |
| Franklin India Flexi Cap Fund - (G) | ₹1657.89 | 12.54% | -3.03% | 18.16% |
| Canara Robeco Flexi Cap Fund - Direct (G) | ₹393.20 | 18.35% | 1.62% | 16.56% |
| UTI-Flexi Cap Fund - Direct (G) | ₹358.03 | 14.30% | 1.58% | 11.01% |
| Canara Robeco Flexi Cap Fund (G) | ₹349.64 | 17.68% | 0.48% | 15.20% |
| UTI-Flexi Cap Fund (G) | ₹333.29 | 13.93% | 0.94% | 10.22% |
Category Average Returns
Anuj Kapil
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.