| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| Since Inception | 2025-10-29 | ₹1,000.00 | ₹991.86 |
-0.81 %
|
Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth |
27.55%
|
13.77%
|
16.37%
|
| Lic Mf Large Cap Fund - Regular Plan - Growth |
20.03%
|
5.44%
|
14.17%
|
| Motilal Oswal Large Cap Fund - Regular |
6.18%
|
N/A
|
21.41%
|
| Nippon India Large Cap Fund - Institutional Plan - Growth |
5.01%
|
N/A
|
8.83%
|
| Nippon India Large Cap Fund - Growth |
2.02%
|
3.02%
|
12.97%
|
| Baroda Large Cap Fund - Plan A Growth |
1.05%
|
0.18%
|
6.32%
|
| Baroda Large Cap Fund - Plan B Growth |
1.05%
|
0.18%
|
11.62%
|
| Whiteoak Capital Large Cap Fund - Regular Plan - Growth |
0.77%
|
N/A
|
14.55%
|
| Icici Prudential Bluechip Fund - Growth |
0.75%
|
3.01%
|
14.85%
|
| Dsp Large Cap Fund - Institutional Plan - Growth |
0.54%
|
0.09%
|
10.26%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Lic Mf Large Cap Fund - Regular Plan - Growth | - | 0.90 | 0.66 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | - | ||
| Iti Large Cap Fund - Regular Plan - Growth | - | ||
| Groww Large Cap Fund - Regular Plan - Growth | - | - | - |
| Baroda Bnp Paribas Large Cap Fund - Regular Plan - Growth | - | ||
| Pgim India Large Cap Fund - Regular Plan - Growth | - | 0.91 | 0.58 |
| Jm Large Cap Fund - Regular Plan - Growth | - | ||
| Franklin India Bluechip Fund - Regular Plan - Growth | - | 0.82 | 0.71 |
| Bandhan Large Cap Fund -growth - Regular Plan | - | 0.98 | 0.86 |
| Sbi Blue Chip Fund - Regular Plan - Growth | - | 0.89 | 0.88 |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Taurus Banking & Financial Services Fund - Regular Plan - Growth |
6.13%
|
3.17%
|
13.42%
|
| Taurus Flexi Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Large Cap Equity Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Ethical Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Banking & Financial Services Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Infrastructure Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Nifty 50 Index Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Elss Tax Saver - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Mid Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Nifty 50 Index Fund - Regular Plan - Growth |
-1.12%
|
2.39%
|
10.7%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | - | 0.99 | 0.98 |
| Taurus Infrastructure Fund - Regular Plan - Growth | - | 0.81 | 1.29 |
| Taurus Elss Tax Saver - Regular Plan - Growth | - | 0.76 | 1.06 |
| Taurus Flexi Cap Fund - Regular Plan - Growth | - | 1.03 | 0.87 |
| Taurus Banking & Financial Services Fund - Regular Plan - Growth | - | 0.91 | 0.72 |
| Taurus Ethical Fund - Regular Plan - Growth | - | 0.87 | 0.89 |
| Taurus Nifty 50 Index Fund - Regular Plan - Growth | - | 0.97 | 0.75 |
| Taurus Large Cap Fund - Regular Plan - Growth | - | 1.09 | 0.76 |
| Taurus Quarterly Interval Fund - Series 2 - Growth | - | - | - |
| Taurus Bonanza Equity Linked Savings Scheme - Plan B - Plan B | - | - | - |
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