Taurus Largecap Equity Fund Direct Growth+0.32%

1Groww
9.10%
1 Year Return
Equity
Large Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Largecap Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.22%
NAV80.68 (21 Nov 2019)
Fund Started01 Jan 2013
Fund Size28 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Taurus Largecap Equity Fund Direct Growth
9.1%
8.7%
6.0%
8.9%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
48
49
48
-
*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 9.1% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    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. Risk is higher compared to the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.6%
    Reliance Industries Ltd.EnergyEquity8.5%
    ICICI Bank Ltd.FinancialEquity8.4%
    Larsen & Toubro Ltd.ConstructionEquity6.3%
    Tata Consultancy Services Ltd.TechnologyEquity5.3%
    Infosys Ltd.TechnologyEquity4.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
    Axis Bank Ltd.FinancialEquity3.8%
    ITC Ltd.FMCGEquity3.8%
    Kotak Mahindra Bank Ltd.FinancialEquity3.7%
    See All

    Fund Managers

    addPrasanna Pathak
    Education
    Mr. Pathak is B.Tech and MBA in Finance.
    Experience
    Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.
    Funds Managed

    Other Details

    Taurus Largecap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Prasanna Pathak is the Current Fund Manager of Taurus Largecap Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹28 Cr and the Latest NAV as of 21 Nov 2019 is ₹80.68.

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

    Investment Objective

    Aims to provide long term capital appreciation by investing mainly in equity.

    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

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    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
    19 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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