Taurus Large Cap 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: BSE 100 TRI |
| TER: 2.59% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 50.8 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
156.95
-1.31 (-0.8347%)
10.81%
Benchmark: 17.17%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
10 Years 3 Months
12 Years 4 Months
12 Years 7 Months
26 Years 6 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 | 15.66 |
| Sharpe Ratio | 0.94 |
| Alpha | 0.46 |
| Beta | 1.07 |
| 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 - Regular Plan - Growth | 28-02-1995 | -0.47 | 19.15 | 17.8 | 18.37 | 9.33 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 15.41 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 6.58 | 21.34 | 20.85 | 20.02 | 11.51 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 5.07 | 17.48 | 18.33 | 19.43 | 13.52 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 4.88 | 15.01 | 17.35 | 20.47 | 12.48 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 4.8 | 19.86 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 4.78 | 16.82 | 16.28 | 19.83 | 11.09 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 4.35 | 17.71 | 18.57 | 21.01 | 12.4 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 4.35 | 20.69 | 21.09 | 22.84 | 14.17 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 4.18 | 15.13 | 15.41 | 18.47 | 13.16 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.49%
Others
2.76%
Large Cap
89.61%
Mid Cap
4.14%
