Taurus Large Cap Fund - Direct Plan - Growth
(Erstwhile Taurus Bonanza Fund-Direct Plan-Growth Option)
Fund House: Taurus Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 2.23% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 50.57 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.91% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
161.66
2.27 (1.4042%)
10.02%
Benchmark: 16.11%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 14.55 |
| Sharpe Ratio | 0.5 |
| Alpha | 0.89 |
| Beta | 0.94 |
| 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 - Direct Plan - Growth | 01-01-2013 | -2.05 | 0.66 | 12.37 | 9.93 | 10.16 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.42%
Others
1.44%
Large Cap
84.72%
Mid Cap
8.42%
