Taurus Nifty 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
17.73%
3Y annualised
+0.91% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jun 2025₹50.42
Min. SIP amount₹500
Rating2
Fund size₹5.65Cr

Return calculator

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

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity13.12%
FinancialEquity9.05%
EnergyEquity8.53%
TechnologyEquity4.98%
CommunicationEquity4.43%
ConstructionEquity3.83%
Consumer StaplesEquity3.45%
TechnologyEquity3.14%
FinancialEquity3.02%
FinancialEquity2.77%
FinancialEquity2.71%
AutomobileEquity2.34%
FinancialEquity2.13%
Consumer StaplesEquity1.85%
HealthcareEquity1.61%
TechnologyEquity1.54%
ServicesEquity1.46%
AutomobileEquity1.44%
EnergyEquity1.40%
AutomobileEquity1.34%
Consumer DiscretionaryEquity1.30%
Capital GoodsEquity1.23%
Metals & MiningEquity1.18%
EnergyEquity1.16%
ConstructionEquity1.15%
ServicesEquity1.11%
FinancialEquity0.97%
ServicesEquity0.94%
ChemicalsEquity0.91%
TechnologyEquity0.89%
ConstructionEquity0.86%
AutomobileEquity0.85%
Metals & MiningEquity0.84%
FinancialEquity0.83%
EnergyEquity0.83%
Metals & MiningEquity0.81%
EnergyEquity0.80%
FinancialEquity0.79%
Consumer StaplesEquity0.76%
InsuranceEquity0.74%
HealthcareEquity0.73%
InsuranceEquity0.72%
HealthcareEquity0.68%
AutomobileEquity0.65%
Consumer StaplesEquity0.64%
TechnologyEquity0.63%
HealthcareEquity0.62%
ServicesEquity0.58%
AutomobileEquity0.50%
FinancialEquity0.48%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.4%17.7%20.8%12.8%
Category average3.5%18.8%21.3%NA
Rank with in category467344NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
6.8%26.8%41,750.19
5
12.1%24.9%6,036.43
5
7.9%23.5%69,762.55
5
4.2%22.0%33,913.31
4
9.1%21.8%16,026.59

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

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,

Pros and cons

Category: Equity Large Cap

Pros

1Y and 10Y annualised returns higher than category average

Cons

3Y and 5Y annualised returns lower than category average
Lower alpha: -1.48 The fund has generated returns lower than benchmark - NIFTY 50 Total Return Index - in the last 3Y
Higher expense ratio: 0.8%
Low rating: 2

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