Taurus Nifty 50 Index Fund Direct Growth

Other
Index
Very High Risk
26.24%
3Y annualised
+0.74% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹35.04
Min. SIP amount₹1,000
RatingNA
Fund size₹2.38Cr

Return calculator

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

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.0%26.2%11.8%11.6%
Category average-1.8%25.0%10.7%NA
Rank with in category322024NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity10.3%
HDFC Bank Ltd.FinancialEquity9.0%
ICICI Bank Ltd.FinancialEquity7.8%
Infosys Ltd.TechnologyEquity7.0%
Housing Development Finance Corporation Ltd.FinancialEquity6.1%
Tata Consultancy Services Ltd.TechnologyEquity4.4%
ITC Ltd.Consumer StaplesEquity4.3%
Larsen & Toubro Ltd.ConstructionEquity3.3%
Kotak Mahindra Bank Ltd.FinancialEquity3.2%
Axis Bank Ltd.FinancialEquity3.0%
See All

Pros and cons

Category: Other Index

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Lower alpha: -0.23 The fund has generated returns lower than benchmark - NIFTY 50 Total Return Index - in the last 3Y
Higher expense ratio: 0.44%

Expense ratio, exit load and tax

Expense ratio: 0.44%

Inclusive of GST

Exit load

Exit load of 0.5%, if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Ramneek Kundra
Nov 2022 - Present
View details

Education
Mr. Kundra is B.Sc. and MS.
Experience
Prior to joining Taurus Mutual Fund, he has worked with HDFC Bank and at advertising technology startup in New York.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Ground Floor - AML Centre-1,8 Mahal Industrial Estate,Mahakali Caves Road, Andheri (E), Mumbai 400093
Phone
022-66242700 / 1800-108-1111
Launch Date
20 Aug 1993
Website
NA
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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