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 (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 51.63 Cr As on 31-10-2025(Source:AMFI)
Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

71.48

6.65%

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 8.11 16.82 14.52 15.65 8.54
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 15.91 - - - -
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 12.36 19.46 18.49 19.97 15.02
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 11.65 15.46 13.43 15.41 13.95
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 11.18 19.03 19.41 22.42 14.91
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 10.88 19.72 - - -
Kotak Large Cap Fund - Growth 29-12-1998 10.6 17.47 15.89 16.96 13.37
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 10.51 17.19 15.63 17.41 13.22
PGIM India Large Cap Fund - Growth 05-01-2003 10.34 13.1 12.08 13.44 11.15
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 10.24 16.43 14.94 17.66 12.57

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

1.44%

Others

1.51%

Large Cap

92.22%

Mid Cap

4.83%

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