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: 1.04% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3.51 Cr As on (31-03-2024)
Turn over: 11% | Exit Load: Exit load of 0.5%, if redeemed within 7 days.

42.93

11.07%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 Equal Weight 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

The objective of the scheme is to replicate the S&P CNX Nifty Index by investing in securities of the CNX Nifty Index in the same proportion/weightage.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.59
Sharpe Ratio 0.76
Alpha -2.1
Beta 0.97
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 24.3 15.27 15.49 14.47 13.17
Motilal Oswal S&P BSE Enhanced Value Index Fund-Regular plan 22-08-2022 94.16 - - - -
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 10-03-2022 74.0 29.13 - - -
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 01-12-2022 73.49 - - - -
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth 01-04-2021 73.41 29.04 21.61 - -
Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 10-04-2023 73.28 - - - -
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 20-10-2022 72.97 - - - -
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 10-03-2021 70.64 31.63 26.64 - -
ICICI Prudential Nifty Auto Index Fund - Growth 11-10-2022 70.26 - - - -
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan 10-02-2022 69.81 31.15 - - -

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

1.71%

Large Cap

97.44%

Mid Cap

0.85%

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