Taurus Nifty 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
8.64%
3Y annualised
+0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2025₹46.73
Min. SIP amount₹500
RatingNA
Fund size₹4.74Cr

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 returns5.9%8.6%14.2%12.5%
Category average9.1%10.8%15.2%NA
Rank with in category856742NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
13.1%17.8%34,432.09
5
12.7%14.5%66,206.57
5
9.5%13.2%429.06
4
12.3%11.8%1,744.59
4
14.0%11.8%15,311.79

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity12.60%
FinancialEquity8.46%
EnergyEquity7.72%
TechnologyEquity6.34%
Consumer StaplesEquity4.22%
CommunicationEquity3.99%
ConstructionEquity3.97%
TechnologyEquity3.92%
FinancialEquity2.86%
FinancialEquity2.84%
AutomobileEquity2.51%
FinancialEquity2.46%
Consumer StaplesEquity1.94%
HealthcareEquity1.91%
TechnologyEquity1.90%
FinancialEquity1.79%
ServicesEquity1.48%
EnergyEquity1.48%
AutomobileEquity1.47%
AutomobileEquity1.33%
EnergyEquity1.31%
Consumer DiscretionaryEquity1.26%
ConstructionEquity1.21%
Metals & MiningEquity1.07%
TechnologyEquity1.01%
Capital GoodsEquity0.98%
ChemicalsEquity0.97%
AutomobileEquity0.91%
EnergyEquity0.87%
ServicesEquity0.85%
ConstructionEquity0.85%
Metals & MiningEquity0.82%
EnergyEquity0.82%
Metals & MiningEquity0.81%
FinancialEquity0.80%
TechnologyEquity0.80%
HealthcareEquity0.79%
HealthcareEquity0.79%
FinancialEquity0.76%
Consumer StaplesEquity0.73%
HealthcareEquity0.68%
InsuranceEquity0.62%
AutomobileEquity0.62%
FinancialEquity0.59%
InsuranceEquity0.58%
Consumer StaplesEquity0.56%
ServicesEquity0.56%
EnergyEquity0.53%
Consumer StaplesEquity0.52%
AutomobileEquity0.50%
See All

Expense ratio, exit load and tax

Expense ratio: 0.80%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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
Aug 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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