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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 50.21 Cr As on 31-07-2025(Source:AMFI)
Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

68.07

6.46%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 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 0.68
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 -0.89 17.36 13.49 16.94 7.45
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 14.57 - - - -
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 5.35 18.78 - - -
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 4.56 18.47 19.16 23.79 13.84
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 4.37 16.78 14.81 17.87 13.19
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 3.85 18.12 17.2 18.46 11.18
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 3.79 19.14 17.71 21.33 13.88
Franklin India Large Cap Fund-Growth 01-12-1993 3.78 15.61 13.35 18.78 10.79
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 3.66 13.4 12.18 16.7 12.85
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 3.33 13.73 13.66 18.4 12.12

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

2.46%

Others

6.44%

Large Cap

86.53%

Mid Cap

4.57%

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