Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
(Erstwhile Taurus Bonanza Fund- Regular Plan - Dividend Option)
Fund House: Taurus Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 06-05-2008 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 2.59% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 48.44 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
67.91
-0.02 (-0.0295%)
6.53%
Benchmark: 17.2%
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
0 Years 0 Months
0 Years 0 Months
6 Years 0 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 scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.42 |
| Sharpe Ratio | 0.68 |
| Alpha | -1.26 |
| 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 - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option | 06-05-2008 | 6.09 | 20.91 | 17.98 | 21.5 | 7.69 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 25.79 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 16.39 | 24.89 | 22.68 | 24.18 | 11.73 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 13.46 | 20.9 | 19.3 | 22.98 | 13.62 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 12.78 | 19.92 | 17.69 | 23.44 | 11.07 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 12.62 | 17.55 | 16.39 | 22.9 | 13.24 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.02 | 22.66 | - | - | - |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 11.87 | 21.05 | 19.48 | 24.78 | 12.37 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 11.6 | 17.96 | 18.37 | 24.5 | 12.59 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 11.49 | 24.54 | 22.14 | 26.82 | 14.11 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.25%
Others
7.17%
Large Cap
83.87%
Mid Cap
4.71%
