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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 49.17 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
157.44
0.29 (0.1842%)
10.73%
Benchmark: -0.03%
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 | 13.78 |
| Sharpe Ratio | 0.47 |
| Alpha | -0.8 |
| Beta | 0.99 |
| 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 | -0.06 | 16.53 | 13.27 | 16.29 | 9.71 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 9.23 | - | - | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 4.62 | 18.17 | 19.71 | 24.76 | 14.58 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 3.68 | 18.88 | - | - | - |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 3.23 | 18.82 | 18.76 | 21.53 | 14.47 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 2.61 | 18.7 | 17.5 | 18.59 | 12.88 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 2.52 | 13.73 | 13.39 | 16.47 | 13.26 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 2.45 | 16.49 | 15.68 | 17.51 | 13.74 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 2.14 | 19.06 | 18.38 | 18.28 | 11.87 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 2.09 | 16.35 | 15.87 | 18.17 | 12.75 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.46%
Others
1.97%
Large Cap
89.0%
Mid Cap
3.57%
