Taurus Large Cap Fund - Regular Plan - Growth
(Erstwhile Taurus Bonanza Fund- Regular Plan - Growth Option)
Fund House: Taurus Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 28-02-1995 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 2.59% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 48.44 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
154.03
-0.19 (-0.1234%)
10.78%
Benchmark: 17.12%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 3 Months
12 Years 4 Months
12 Years 7 Months
26 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Scheme is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of Large-cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.96 |
| Sharpe Ratio | 0.48 |
| Alpha | -0.94 |
| Beta | 1.11 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 5.46 | 19.26 | 16.49 | 20.02 | 9.22 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 25.36 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 15.98 | 23.43 | 20.44 | 22.24 | 11.51 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.22 | 19.25 | 16.91 | 21.29 | 13.42 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.19 | 21.25 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 12.19 | 18.22 | 14.76 | 21.18 | 10.72 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 12.12 | 16.34 | 14.14 | 20.88 | 13.03 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 11.68 | 19.47 | 17.23 | 22.97 | 12.23 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 11.23 | 21.93 | 18.27 | 22.17 | 12.39 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 11.12 | 22.95 | 19.83 | 24.73 | 13.95 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.25%
Others
7.17%
Large Cap
83.87%
Mid Cap
4.71%
