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: 2.55% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 56.48 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.91% | Exit Load: 1% on or before 365D, Nil after 365D

179.41

10.69%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 100 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
0 Years 0 Months
0 Years 0 Months
1 Years 4 Months
8 Years 5 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 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 10.25 2.11 14.13 10.71 10.19
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 10.01 1.91 13.95 10.56 9.91
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 7.14 -0.74 12.72 - -
Bank Of India Large Cap Fund Regular Plan Growth 24-06-2021 6.23 -0.15 12.42 8.61 -
Invesco India LargeCap Fund - Growth 21-08-2009 5.84 2.01 13.69 10.78 12.08
Bajaj FInserv Large Cap Fund - Regular Plan - Growth 20-08-2024 3.53 -0.01 - - -
Bandhan Large Cap Fund - Regular Plan - Growth 09-06-2006 3.21 0.51 12.65 9.8 11.85
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 2.89 -0.92 10.43 9.13 10.96
Baroda BNP Paribas Large Cap Fund- Regular Plan - Growth Option 23-09-2004 2.71 -1.78 11.64 9.89 11.93
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 2.16 1.28 12.55 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.41%

Others

7.72%

Large Cap

79.79%

Mid Cap

11.08%

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