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Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution Cum Capital Withdrawal Option

(Erstwhile Taurus Bonanza Fund-Direct Plan-Dividend 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
NAV as on 21-08-2026

77.75

0.08 (0.1029%)

CAGR Since Inception

9.18%

Benchmark: 16.25%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
There is no value for 10x
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 15.42
Sharpe Ratio 0.69
Alpha -1.17
Beta 1.13
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 - Payout of Income Distribution Cum Capital Withdrawal Option 01-01-2013 6.2 1.75 14.03 11.39 8.45
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 6.48 0.19 13.29 - -
Bank Of India Large Cap Fund Regular Plan Growth 24-06-2021 6.26 0.96 13.54 10.02 -
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 5.99 1.56 13.85 11.25 9.84
Invesco India LargeCap Fund - Growth 21-08-2009 5.51 3.26 14.37 11.87 12.44
Bajaj FInserv Large Cap Fund - Regular Plan - Growth 20-08-2024 3.35 - - - -
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 2.66 0.13 11.09 10.43 11.28
Bandhan Large Cap Fund - Regular Plan - Growth 09-06-2006 2.29 2.02 13.37 11.08 12.13
Baroda BNP Paribas Large Cap Fund- Regular Plan - Growth Option 23-09-2004 1.98 -0.51 12.35 11.31 12.15
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 1.48 -3.12 11.62 11.22 10.78

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%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

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