Taurus Nifty 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
12.18%
3Y annualised
-0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Dec 2024₹49.51
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 returns17.4%12.2%16.3%13.2%
Category average25.2%15.3%17.9%NA
Rank with in category967042NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
28.3%22.0%34,432.09
5
26.4%18.7%66,206.57
5
28.6%18.4%429.06
4
29.3%16.0%1,744.59
4
27.6%15.8%15,311.79

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity11.94%
FinancialEquity8.25%
EnergyEquity8.19%
TechnologyEquity5.73%
Consumer StaplesEquity4.12%
CommunicationEquity3.92%
ConstructionEquity3.87%
TechnologyEquity3.68%
FinancialEquity3.00%
FinancialEquity2.86%
FinancialEquity2.30%
AutomobileEquity2.20%
Consumer StaplesEquity2.04%
HealthcareEquity1.81%
EnergyEquity1.75%
FinancialEquity1.75%
TechnologyEquity1.69%
AutomobileEquity1.60%
ServicesEquity1.43%
EnergyEquity1.32%
AutomobileEquity1.32%
Consumer DiscretionaryEquity1.23%
ChemicalsEquity1.20%
ConstructionEquity1.13%
Metals & MiningEquity1.12%
AutomobileEquity0.99%
EnergyEquity0.94%
EnergyEquity0.93%
TechnologyEquity0.92%
Capital GoodsEquity0.92%
ServicesEquity0.92%
Metals & MiningEquity0.91%
ConstructionEquity0.91%
FinancialEquity0.87%
Metals & MiningEquity0.84%
FinancialEquity0.80%
HealthcareEquity0.77%
Consumer StaplesEquity0.73%
TechnologyEquity0.71%
HealthcareEquity0.70%
InsuranceEquity0.70%
InsuranceEquity0.66%
HealthcareEquity0.64%
FinancialEquity0.63%
ServicesEquity0.63%
AutomobileEquity0.61%
Consumer StaplesEquity0.61%
Consumer StaplesEquity0.59%
AutomobileEquity0.59%
EnergyEquity0.55%
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

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
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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