Taurus Flexi Cap Fund - Direct Plan has delivered 20.30% absolute return over the last 5 years.
The average return for Flexi Cap funds is 66.68% .
This fund ranks #27 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 7.39% .
The fund currently owns more than 43 stocks.
The top 10 holdings account for 48.55% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.59% | -1.16% |
| 2 Year Return | 35.43% | 12.01% |
| 3 Year Return | 52.15% | 35.81% |
| 4 Year Return | 122.61% | 52.38% |
| 5 Year Return | 109.98% | 66.68% |
| 6 Year Return | 106.09% | 109.08% |
| 7 Year Return | 184.79% | 129.34% |
| Expense Ratio | 2.04% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
7.39%
|
|
| 2 | Consumer Staples |
6.61%
|
|
| 3 | Information Technology |
5.85%
|
|
| 4 | Health Care |
5.35%
|
|
| 5 | Financials |
4.52%
|
|
| 6 | Hospitals & Medical Services |
4.26%
|
|
| 7 | Hotels, Resorts & Restaurants |
3.94%
|
|
| 8 | Communication Services |
3.61%
|
|
| 9 | Gems, Jewellery & Precious Metals |
3.56%
|
|
| 10 | Consumer Discretionary |
3.46%
|
|
| 11 | Financials |
3.26%
|
|
| 12 | Energy |
3.21%
|
Taurus Flexi Cap Fund - Direct Plan is managed by TAURUS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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