| 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 |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
| Standard Deviation | 14.55 |
| Sharpe Ratio | 0.5 |
| Alpha | 0.89 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
| 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 | - | - |
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Small Cap
1.41%
Others
7.72%
Large Cap
79.79%
Mid Cap
11.08%