This equity flexi-cap fund has given 108% return to investors in 2 years, you should also invest in it

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new Delhi. Flexi-Cap Funds are a category of Mutual Funds. They allocate at least 65% of their assets to equities and equity related products. In a flexi-cap fund, the fund manager has the freedom to choose the stocks of the company in any sector to get better returns on the investor’s investment. In this, there is no condition to invest in companies of fixed market capitalization only. The fund manager can invest in large cap, mid cap and small cap stocks.

Taurus Flexi Cap Fund – Direct Plan Growth is also a flexi cap fund which has given more than 100% return in two years on lumpsum investment. Since its launch on Lump-Sum Investment, this fund has given an average annual return of 9.82 percent while giving an absolute return of 137.38 percent. Investors who want to invest for three to four years can invest in this fund. It is a very risky fund and CRISIL has given it 1 star rating.

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Know this fund

Torus Mutual Fund was launched on 1 January 2021. It is an equity flexi cap mutual fund scheme. The fund was managing assets under management of Rs 242 crore till February 28. The NAV of this fund was released on March 23, 2022 which is 153.3 crores. It is an open ended small fund that aims to generate Long Term Capital Gains (LTCG). The expense ratio of the fund is 2.65 per cent. Any investor can make a minimum investment of Rs 5000 in this fund. Investment can also be started in this with a minimum SIP of Rs 100.

portfolio

The fund has 97.43 percent investment in Indian equities, of which 48.88 percent is in large-cap stocks, 17.64 percent in mid-cap stocks and 19.22 percent in small-cap stocks. The majority of the fund’s capital is invested in the financial, energy, services, construction, metals and mining sectors. It has low exposure to the financial and energy sectors as compared to other funds in this category. The top 5 holdings of the fund include ICICI Bank Ltd., Reliance Industries Ltd., Housing Development Finance Corporation Ltd., Larsen & Toubro Ltd. and HDFC Bank Ltd.

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Full and Annual Returns

Investment Term Absolute Return Annual Return

1 year 17.19% 17.19%

2 years 108.03 % 44.23%

3 years 33.13% 9.99%

5 years 49.24% 8.33%

Since inception 137.38% 8.33%

SIP investment

Investment Term Absolute Return Annual Return

1 year 5.82% 11.00%

2 years 27.44 % 25.30%

3 years 29.81% 17.71%

5 years 32.07% 11.07%

(Disclaimer: The stocks mentioned here are based on the advice of brokerage houses. If you wish to invest in any of these, please consult a Certified Investment Advisor first. Tech for FTCP is not responsible for any profit or loss caused by you. Will happen.)

Tags: Mutual fund, stock market

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