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  • Taurus Mutual Fund
  • Taurus Large Cap Fund (G)
Taurus Mutual Fund

Taurus Large Cap Fund (G)

EquityLarge Cap

161.48

NAV (Oct 15)

17.194%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

161.48

NAV (Oct 15)

Fund Returns

Last 1Y
38.1%
Last 3Y
14.5%
Last 5Y
17.2%
Last 10Y
11.3%
Since Inception
11.2%
6 Month CAGR
12.2%

Scheme Information

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.

Expense Ratio
2.62
Launched (0y ago)
2.62
AUM in Crores
52.9
ISIN
INF044D01773
Lock-in
-
Benchmark
BSE 100 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.8
Beta
1.1
Sharpe Ratio
0.8
YTM
-
Fund Managers

Anuj Kapil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Large Cap Fund (G)70%11,28,166 3,95,55417.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-01-08

Top Stock Holdings

HDFC Bank Ltd.

8.4%
8.38%

State Bank of India

5.8%
5.77%

ITC Ltd.

5.2%
5.22%

HCL Technologies Ltd.

4.9%
4.91%

Coal India Ltd.

4.8%
4.83%
See all holdings

Allocation by Sector

Financial

25.5%
25.52%

Energy

13.6%
13.55%

Automobile

10.6%
10.56%

Technology

9.5%
9.48%

Consumer Staples

8%
8.01%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Taurus Mutual Fund

Taurus Mutual Fund was founded on 20th August 1993. The Compnay was formed after a merger between HB Mutual Fund and Taurus Mutual Fund. Taurus Mutual Fund Asset Management Company offers investment schemes for all segments of investors. amc-img
Fund NameScripbox Opinion
Till Date CAGR

11.6%

14%

15.3%

10.9%

11.1%

11.5%

15.6%

18.4%

21.9%

11.9%

Taurus Large Cap Fund (G) Review

Taurus Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.218% over a period of 29 years. The fund is managed by Taurus Mutual Fund. The fund manager’s name is Anuj Kapil.

Nav of Taurus Large Cap Fund (G) as of 10/15/2024 is ₹161.48 with the total AUM as of 10/16/2024 is ₹52.8998. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Large Cap Fund (G) was launched on 1995-02-28. The category risk of the fund is Above Average.

The minimum SIP amount for Taurus Large Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Taurus Large Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 100 Total Return Index.

It is rated as a 1 fund in Equity and delivered 38.102% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Large Cap Fund (G).

Frequently Asked Questions

What is Taurus Large Cap Fund (G)?

It is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Taurus Large Cap Fund (G)?

You can invest in Taurus Large Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Taurus Large Cap Fund (G)?

The minimum sip amount for Taurus Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Taurus Large Cap Fund (G) good to invest in?

As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Taurus Large Cap Fund (G)?

The expense ratio of the Taurus Large Cap Fund (G) is 2.62% for regular plan.

What is the NAV of Taurus Large Cap Fund (G)?

Today's Taurus Large Cap Fund (G) NAV is ₹161.48.