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 (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 49.39 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
158.01
-0.67 (-0.424%)
10.84%
Benchmark: 17.22%
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 | 16.51 |
| Sharpe Ratio | 0.65 |
| Alpha | -0.44 |
| Beta | 1.1 |
| 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 | 2.71 | 19.66 | 20.31 | 18.94 | 9.4 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 17.55 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 9.02 | 21.91 | 22.72 | 20.51 | 11.59 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 7.62 | 20.95 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 7.42 | 18.74 | 20.05 | 20.12 | 13.7 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 7.09 | 21.96 | 22.64 | 23.47 | 14.25 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 6.6 | 15.79 | 16.96 | 19.25 | 13.22 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 6.56 | 15.85 | 18.88 | 21.03 | 12.54 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 6.41 | 20.88 | 21.82 | 21.25 | 12.77 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 6.35 | 17.7 | 17.81 | 20.12 | 11.1 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.49%
Others
2.76%
Large Cap
89.61%
Mid Cap
4.14%
