Taurus Flexi Cap Fund Growth

ISIN —- INF044D01989 

Overall analysis

From analyzing the historical data through both performance and portfolio analysis, it can be understood that the fund does not provide entry for investments.

Performance Analysis

The fund has consistently underperformed the index as shown by the fact that the blue line has been below 0. It has also underperformed peers since it is also below the median line; indeed it has been the worst-performing fund for a long time. 

The snail trail chart has always been in the negative excess return chart, with higher volatility for most of this period.

Portfolio analysis

The ownership zone is much broader and the centroid is placed in the “large growth” sector but it also has investments in small and mid-cap stocks whereas comparatively other flexi-cap funds limit themselves in large balanced growth-oriented stocks.

Style – It is higher growth-oriented as the exposure is more than value exposure.

Yield – It is generating a lower yield as we know a lower exposure to the yield factor indicates a lower yield for investors.

Momentum – It has higher exposure to momentum which means it has performed well recently. It is also seen it has performed better than the category of funds in this factor.

Quality – It is just above the category average, thus meaning like an average firm.

Volatility – It is a volatile fund as the exposure was higher and thus fluctuation and change of price will be much more.

Liquidity – It means if the exposure is high then it will have a higher share turnover but in this case the exposure is low, thus indicating lower exposure.

Size – This depicts the market capitalization of the fund. It’s exposure to mid-size levels. But it is much lower in size as compared to the category average.


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