Taurus Largecap Equity 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: S&P BSE 100 TRI |
| Expense Ratio: 2.61% As on (30-04-2022) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 33.45 Cr As on (30-04-2022) |
| Turn over: 116% | Exit Load: 1% for redemption within 365 days |
94.52
-1.21 (-1.2802%)
10.06%
S&P BSE 100 TRI 8.75%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.
Current Asset Allocation (%)
Indicators
| Volatility | 14.09 |
| Sharp Ratio | 0.53 |
| Alpha | 4.0 |
| Beta | 0.16 |
| 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 Largecap Equity Fund - Regular Plan - Growth | 28-02-1995 | 2.37 | 26.13 | 7.9 | 6.28 | 10.23 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 9.26 | 37.69 | 8.69 | 10.31 | 14.67 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 8.4 | 33.71 | 12.24 | 11.38 | 14.88 |
| HDFC Top 100 Fund - Growth Option - Regular Plan | 01-10-1996 | 7.23 | 35.62 | 8.51 | 9.4 | 13.36 |
| IDBI India Top 100 Equity Fund Growth | 15-05-2012 | 6.65 | 32.46 | 13.78 | 9.48 | 13.51 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 5.66 | 28.51 | 11.29 | 10.09 | 13.95 |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | 01-10-2020 | 5.62 | - | - | - | - |
| Mirae Asset Large Cap Fund - Growth Plan | 05-04-2008 | 5.44 | 33.21 | 11.21 | 11.46 | 16.75 |
| Tata Large Cap Fund -Regular Plan - Growth Option | 07-05-1998 | 5.1 | 33.67 | 9.99 | 9.67 | 12.74 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 5.09 | 32.95 | 10.48 | 9.35 | 14.72 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.71%
Others
1.54%
Large Cap
88.91%
Mid Cap
4.84%
Scheme Documents
Tax Benefits of investing in this fund
Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#
Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.
Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **
# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund
