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TAURUS LARGE CAP FUND - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
157.58 -0.49%
AUM (Fund Size)
N/A
Expense Ratio
2.62%
Exit load
{"exit_load":"1% if exited on or before 365 days, Nil if exited after 365 days"}
Risk
N/A
AMC
TAURUS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,004.01
0.40 %
Two Week 2025-07-03 ₹1,000.00 ₹998.54
-0.15 %
One Month 2025-06-18 ₹1,000.00 ₹1,017.50
1.75 %
Three Months 2025-04-21 ₹3,000.00 ₹3,071.31
2.38 %
Six Months 2025-01-20 ₹6,000.00 ₹6,324.29
5.40 %
One Year 2024-07-18 ₹12,000.00 ₹12,358.25
2.99 %
Three Year 2022-07-19 ₹36,000.00 ₹45,165.83
25.46 %
Five Year 2020-07-20 ₹60,000.00 ₹87,169.78
45.28 %
Ten Year 2015-07-21 ₹120,000.00 ₹228,864.51
90.72 %
Since Inception 1999-04-15 ₹320,000.00 ₹1,968,464.46
515.15 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 164%
Debt 4%
Others 0%

Sectors Holding in TAURUS LARGE CAP FUND - Regular Plan - Growth

Diversified FMCG
16%
Banks
44%
Automobiles
12%
Petroleum Products
18%
Retailing
8%
Power
6%
Finance
8%
Telecom - Services
6%
Realty
4%
Pharmaceuticals & Biotechnology
10%
Insurance
4%
Consumable Fuels
4%
Beverages
4%
Oil
4%
Electrical Equipment
4%
Auto Components
2%
Construction
2%
IT - Services
2%
IT - Software
4%
Consumer Durables
2%
Cement & Cement Products
0%
Other
4%

Companies Holding in TAURUS LARGE CAP FUND - Regular Plan - Growth

ITC Ltd.
8.77%
HDFC Bank Ltd.
8.50%
ICICI Bank Ltd.
6.58%
Mahindra & Mahindra Ltd.
5.75%
Indian Oil Corporation Ltd.
5.65%
State Bank Of India
5.40%
Reliance Industries Ltd.
4.65%
Eternal Ltd.
4.05%
Axis Bank Ltd.
3.62%
Power Grid Corporation Of India Ltd.
3.42%
Bajaj Finserv Ltd.
3.28%
Bharti Airtel Ltd.
3.06%
DLF Ltd.
2.94%
Cipla Ltd.
2.81%
The New India Assurance Co. Ltd.
2.76%
Coal India Ltd.
2.59%
Varun Beverages Ltd.
2.36%
Oil & Natural Gas Corporation Ltd.
2.05%
Transrail Lighting Ltd.
2.02%
Samvardhana Motherson International Ltd.
1.78%
Sun Pharmaceutical Industries Ltd.
1.73%
Cholamandalam Investment & Finance Co. Ltd.
1.68%
Laurus Labs Ltd.
1.47%
Larsen & Toubro Ltd.
1.39%
Tata Technologies Ltd.
1.38%
Infosys Ltd.
1.38%
HCL Technologies Ltd.
1.16%
Maruti Suzuki India Ltd.
1.11%
Divi's Laboratories Ltd.
1.07%
Titan Company Ltd.
1.00%
Wipro Ltd.
0.95%
Grasim Industries Ltd.
0.88%
TREPS
2.03%
Net Receivable / Payable
0.73%
ITC Ltd.
8.77%
HDFC Bank Ltd.
8.50%
ICICI Bank Ltd.
6.58%
Mahindra & Mahindra Ltd.
5.75%
Indian Oil Corporation Ltd.
5.65%
State Bank Of India
5.40%
Reliance Industries Ltd.
4.65%
Eternal Ltd.
4.05%
Axis Bank Ltd.
3.62%
Power Grid Corporation Of India Ltd.
3.42%
Bajaj Finserv Ltd.
3.28%
Bharti Airtel Ltd.
3.06%
DLF Ltd.
2.94%
Cipla Ltd.
2.81%
The New India Assurance Co. Ltd.
2.76%
Coal India Ltd.
2.59%
Varun Beverages Ltd.
2.36%
Oil & Natural Gas Corporation Ltd.
2.05%
Transrail Lighting Ltd.
2.02%
Samvardhana Motherson International Ltd.
1.78%
Sun Pharmaceutical Industries Ltd.
1.73%
Cholamandalam Investment & Finance Co. Ltd.
1.68%
Laurus Labs Ltd.
1.47%
Larsen & Toubro Ltd.
1.39%
Tata Technologies Ltd.
1.38%
Infosys Ltd.
1.38%
HCL Technologies Ltd.
1.16%
Maruti Suzuki India Ltd.
1.11%
Divi's Laboratories Ltd.
1.07%
Titan Company Ltd.
1.00%
Wipro Ltd.
0.95%
Grasim Industries Ltd.
0.88%
TREPS
2.03%
Net Receivable / Payable
0.73%

Risk Ratios

Std. Deviation 15.55
Beta 1.09
Sharpe Ratio 0.76
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

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

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

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.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.62
Expense Ratio Direct
2.51
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Anuj Kapil
17 years Experience
Ankit Tikmany
Experience

Exit load

{"exit_load":"1% if exited on or before 365 days, Nil if exited after 365 days"}

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