Empowering financial goals with smart mutual fund investments for systematic returns

50+ 

Mutual Funds empanelled

RS 200 

Minimum investment

150CR+

AUM

What is Mutual Funds ?

Mutual funds are investment vehicles that pool money from multiple investors to create a diversified portfolio of assets such as stocks, bonds, and other securities. Managed by professional fund managers, mutual funds aim to achieve specific investment objectives, whether it's growth, income, or capital preservation. Investors buy units of the mutual fund, and the returns are distributed based on the number of units held. This collective approach offers diversification, professional management, and accessibility, making mutual funds a popular choice for individuals looking to invest with varying risk profiles and financial goals.

Why invest in mutual funds ?

Get instant diversification since Mutual Funds invest across dozens or sometimes hundreds of individual stocks, bonds, or other securities.

Diversification

Spread your investment across various asset classes and securities, reducing risk.

Professional Management

Benefit from the expertise of experienced fund managers who make informed investment decisions.

Affordability

Start investing with relatively small amounts, making it accessible for a wide range of investors.

Liquidity

Easily buy or sell mutual fund units, with most funds offering daily liquidity.

Flexibility

Choose from a variety of fund types, including equity, debt, hybrid, and sector-specific funds, to match your investment goals.

Systematic Investment Plans (SIPs)

Invest regularly with SIPs, promoting disciplined saving and leveraging the power of compounding.

Transparency

Access detailed information about fund holdings, performance, and fees, ensuring informed decision-making.

Tax Benefits

Some mutual funds, like Equity-Linked Savings Schemes (ELSS), offer tax advantages under tax regulations.

Risk Management

Utilize different fund strategies and asset allocations to manage and mitigate investment risks.

Convenience

Simplify your investment process with managed portfolios, automatic reinvestment, and hassle-free account management.

Diversification of risk

Since a portfolio is likely to contain just more than a single asset and instead have the right blend of equity, debt and other investments it reduces uncertainty especially in the time of market volatility. Investment in PMS will thus, help to diversify various types of risks and thereby reduce the impact of adverse events on the portfolio.

Scope for higher risk adjusted returns

As PMS usually have a concentrated securities portfolio, they have better chances to generate superior returns over the underlying indices or passive funds, especially if the portfolio is recalibrated from time to time for compensating changes in market volatility.

Types of Mutual Funds

Equity Funds

Invest primarily in stocks, aiming for high returns through capital appreciation.

Debt Funds

Focus on fixed-income securities like bonds and debentures, providing regular income and lower risk.

Hybrid Funds (Balanced Funds)

Combine equity and debt investments, offering a balance of growth and income.

Index Funds

Track specific market indices like the Nifty 50 or Sensex, offering broad market exposure with lower fees.

Liquid Funds

Invest in short-term, highly liquid instruments, ideal for parking surplus cash with minimal risk.

Tax-Saving Funds (ELSS)

Offer tax benefits under Section 80C of the Income Tax Act, investing primarily in equities with a lock-in period.

Sectoral Funds

Focus on specific sectors or industries, such as technology or healthcare, for targeted growth opportunities.

International Funds

Invest in global markets outside the investor’s home country, providing international diversification.

Exchange-Traded Funds (ETFs)

Trade like stocks on exchanges and typically track an index or commodity, combining flexibility with diversification.

Gilt Funds

Invest exclusively in government securities, offering safety and stable returns with low credit risk.

Thematic Funds

Thematic funds take a focused approach, investing in sectors or themes expected to exhibit significant growth.

Fund of funds (F-O-F)

A Fund of Funds (FOF) is an investment vehicle where a fund invests in a portfolio composed of shares of other funds rather than investing directly in stocks, bonds, or other securities.

Facts of
Mutual Funds

As a process transformation company, we rethink and rebuild processes for the revolutionised finance world.

Expanding Investor Base

Over 40 Million Folios and Growing

Diverse Investment Options

Equity, Debt, Hybrid, and More

Regulated by SEBI

Ensuring Transparency and Investor Protection

Tax Benefits

Save on Taxes with ELSS Investments

Professional Management

Access Expertise from Top Fund Managers

Increasing Financial Literacy

More Investors Understand Mutual Funds

Affordable Entry

Start investing with minimum capital as low as 100rs

Focus on Diversification

Reduce Risk with a Varied Portfolio

Liquidity and Flexibility

Easy Buying, Selling, and Switching of Funds

Why choose
Mutual Funds
with Taurus ?

Wide variety of schemes

Choose from over 1000+ schemes across equity, debt and hybrid funds of all fund houses.

Committed support

Be helped and guided on every step of your mutual investment journey and even after redemption of the funds.

Tailor-made suggestions

Get goal-oriented recommendations for all your plans and achieve your desired financial targets with Mutual fund investing from us.

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Steps to open an account

Register

Complete the online registration form by providing your personal details to create a secure account.

OPEN ACCOUNT

Verification

Submit the required documentation and complete the certification process to confirm your identity and compliance.

Start investing

Fund your account and start trading with access to investments and tools.

Request A Call Back

Simplify your investment journey with our platforms

Simplify your investment journey with our platforms, crafted to offer a smooth process and rewarding results.

Enjoy real-time market updates, latest features and a seamless trading experience.

Comprehensive portfolio view and analysis for effective investment management.

Advanced charting tools for in-depth market analysis.

User-friendly interface for quick and easy trading.

Testimonials

What our happy client say.

As a process transformation company, we rethinks and rebuilds processes for the digital

FAQs

Mutual funds pool money from multiple investors to invest in a diversified portfolio of assets, such as stocks, bonds, or other securities, managed by professional fund managers.

Investors buy units of a mutual fund, and the money is then pooled and invested according to the fund’s objective. The returns are distributed among investors based on the number of units they hold.

Common types include equity funds, debt funds, hybrid funds, index funds, sectoral funds, and tax-saving funds (ELSS). Each type caters to different investment goals and risk profiles.

You can invest in mutual funds through Taurus, online investment platforms, You can also invest via Systematic Investment Plans (SIPs) for regular contributions.

SIPs allow you to invest a fixed amount regularly (monthly or quarterly) into a mutual fund, facilitating disciplined investing and rupee cost averaging.

Benefits include diversification, professional management, affordability, liquidity, and tax advantages (for certain funds). Mutual funds also offer various investment options to match different goals and risk tolerances.

Common fees include Expense Ratio (management fees and administrative costs), Entry Load (if applicable), and Exit Load (for early redemptions). Always review the fund’s offer document for detailed fee information.

You can track your mutual fund investments through the fund house’s website, online investment platforms, or financial advisors. Most funds provide regular statements and updates on performance.

Mutual funds are subject to market risks, and the safety of investments depends on the type of fund and its portfolio. While they offer diversification and professional management, it's important to assess your risk tolerance and investment goals.

Yes, mutual funds offer liquidity, allowing you to redeem your investments at the prevailing Net Asset Value (NAV). However, some funds may have exit loads if redeemed within a specified period.

Direct plans are purchased directly from the fund house, resulting in lower expense ratios. Regular plans are bought through intermediaries, and typically have higher expense ratios due to distribution fees.

Taxation depends on the type of fund and the holding period. For equity funds, short-term capital gains (holding period less than one year) are taxed at 15%, while long-term gains (holding period over one year) are tax-free up to ₹1 lakh. Debt funds are taxed as per the investor’s income tax slab, with benefits for long-term investments exceeding three years.