Home>Mutual Funds>Taurus Mutual Fund>Taurus Largecap Equity Fund Direct Dividend
shareSHARE

Taurus Largecap Equity Fund Direct Dividend+1.00%

3.17%
1 Year Return
Equity
Large Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Largecap Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.54%
NAV37.20 (01 Dec 2020)
Fund Started01 Jan 2013
Fund Size25 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
3.2%
3.0%
6.1%
8.4%
Category Average
7.6%
7.4%
10.5%
-
Rank Within Category
57
52
49
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 3.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the category average returns
    4. 3Y Returns are lower than the category average returns
    5. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.7%
    Tata Consultancy Services Ltd.TechnologyEquity8.0%
    Infosys Ltd.TechnologyEquity7.8%
    HDFC Bank Ltd.FinancialEquity6.0%
    ICICI Bank Ltd.FinancialEquity5.2%
    Kotak Mahindra Bank Ltd.FinancialEquity4.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
    Bharti Airtel Ltd.CommunicationEquity3.0%
    HDFC Life Insurance Co Ltd.FinancialEquity2.9%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.9%
    See All

    Fund Managers

    Prasanna Pathak
    keyboard_arrow_down

    Taurus Largecap Equity Fund Direct Dividend Details

    Taurus Largecap Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Prasanna Pathak is the Current Fund Manager of Taurus Largecap Equity Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹25 Cr and the Latest NAV as of 01 Dec 2020 is ₹37.20.

    The Taurus Largecap Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

    Compare Funds

    Taurus Largecap Equity Fund Direct Dividend
    VS
    search

    About Taurus Mutual Fund

    Address
    Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd., Andheri(E) Mumbai - 400093
    Phone
    022-66242700
    Launch Date
    20 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Similar Funds
    Data not available