Taurus Nifty 50 Index Fund - Regular Plan - Growth

Fund House: Taurus Mutual Fund
Category: Index Fund
Launch Date: 19-06-2010
Asset Class: Equity
Benchmark: NIFTY 50 TRI
TER: 1.07% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5.59 Cr As on 30-04-2025(Source:AMFI)
Turn over: 11% | Exit Load: 1% if exited on or before 365 days, Nil after 365 days

46.9672

10.9%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
7 Years 7 Months
13 Years 6 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To replicate the Nifty 50 Index by investing in securities of Nifty 50 Index in the same proportion/weightage

Current Asset Allocation (%)

Indicators

Standard Deviation 12.14
Sharpe Ratio 0.62
Alpha -2.52
Beta 0.96
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 Nifty 50 Index Fund - Regular Plan - Growth 19-06-2010 10.0 15.03 14.1 20.94 11.58
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 28.47 - - - -
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 21.35 - - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 21.33 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 19.85 25.08 - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 17.77 23.63 22.23 - -
Bandhan Nifty IT Index Fund - Regular Plan - Growth 31-08-2023 16.26 - - - -
Axis Nifty IT Index Fund - Regular Plan - Growth 14-07-2023 15.98 - - - -
ICICI Prudential Nifty IT Index Fund - Growth 05-08-2022 15.5 14.31 - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 15.5 20.24 16.07 16.74 -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

-0.08%

Large Cap

98.94%

Mid Cap

1.14%

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