Taurus Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
14.97%
3Y annualised
+1.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Nov 2024₹164.83
Min. SIP amount₹500
Rating1
Fund size₹52.90Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns30.8%15.0%15.3%11.6%
Category average29.9%14.1%16.9%NA
Rank with in category362950NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
33.1%20.9%34,432.09
5
31.5%17.9%66,206.57
5
34.6%17.4%429.06
4
33.8%14.9%1,744.59
4
31.5%14.9%15,311.79

Holdings (36)

NameSectorInstrumentAssets
FinancialEquity9.40%
FinancialEquity5.41%
Consumer StaplesEquity5.38%
TechnologyEquity5.02%
FinancialEquity4.99%
FinancialEquity4.60%
AutomobileEquity4.33%
ConstructionEquity3.68%
TechnologyEquity3.47%
AutomobileEquity3.46%
EnergyEquity3.42%
Consumer StaplesEquity3.39%
ServicesEquity2.73%
EnergyEquity2.56%
ServicesEquity2.41%
EnergyEquity2.41%
EnergyEquity2.26%
HealthcareEquity2.17%
EnergyEquity2.13%
HealthcareEquity2.10%
FinancialEquity2.06%
Metals & MiningEquity2.03%
EnergyEquity2.03%
TechnologyEquity2.03%
AutomobileEquity1.88%
ConstructionEquity1.71%
FinancialEquity1.66%
ConstructionEquity1.46%
HealthcareEquity1.43%
Capital GoodsEquity1.24%
ServicesEquity1.16%
Metals & MiningEquity1.07%
ServicesEquity0.97%
Consumer StaplesEquity0.92%
Consumer DiscretionaryEquity0.91%
FinancialEquity0.75%
See All

Pros and cons

Category: Equity Large Cap

Pros

Consistently higher annualised returns than category average for the past 1Y and 3Y

Cons

5Y and 10Y annualised returns lower than category average
Lower alpha: -0.44 The fund has generated returns lower than benchmark - BSE 100 Total Return Index - in the last 3Y
Higher expense ratio: 2.48%
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 2.48%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Anuj Kapil
Jun 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
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,

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