Fund Details
Taurus Largecap Equity Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.62% |
| NAV | ₹86.73 (25 Jan 2021) |
|---|---|
| Fund Started | 04 Aug 1995 |
| Fund Size | ₹29 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
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. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.58%
11. 1Y Returns are lower than the category average returns
12. 3Y Returns are lower than the category average returns
13. 5Y Returns are lower than the category average returns
14. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 7.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 7.1% |
| Reliance Industries Ltd. | Energy | Equity | 6.8% |
| HDFC Bank Ltd. | Financial | Equity | 6.4% |
| ICICI Bank Ltd. | Financial | Equity | 6.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.0% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 3.0% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.8% |
Fund Managers
Taurus Largecap Equity Fund Regular Growth Details
Taurus Largecap Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 04 Aug 1995. Prasanna Pathak is the Current Fund Manager of Taurus Largecap Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹29 Cr and the Latest NAV as of 25 Jan 2021 is ₹86.73.
The Taurus Largecap Equity Fund Regular Growth 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.
