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 (31-08-2025)
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.

68.54

6.44%

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 -3.23 16.09 14.25 16.73 8.1
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 6.18 - - - -
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 2.02 18.06 20.64 24.97 14.79
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 0.77 18.73 - - -
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 0.75 18.5 19.47 21.75 14.65
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 -0.2 18.7 18.85 18.58 11.97
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 -0.38 16.21 16.29 17.8 13.83
Invesco India Largecap Fund - Growth 21-08-2009 -0.43 18.36 17.95 18.76 12.96
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 -0.44 13.48 13.96 16.69 13.36
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 -0.73 13.57 15.41 18.87 12.7

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

5.46%

Others

1.97%

Large Cap

89.0%

Mid Cap

3.57%

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