Taurus Large Cap Fund - Regular Plan - Growth
Expense Ratio: 2.59
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Regular
Benchmark: BSE 100 TRI
Inception: 07-05-2008
Exit Load: Nil
Fund Size:₹52.55 Cr
Performance
1Y
Fund5.98%
Cat. Avg.-5.88%
2Y
Fund2.60%
Cat. Avg.-2.45%
3Y
Fund13.15%
Cat. Avg.8.35%
5Y
Fund9.57%
Cat. Avg.6.72%
10Y
Fund10.15%
Cat. Avg.10.93%
SI
Fund7.80%
Cat. Avg.9.49%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ITC Ltd. | 4.38 | 8.45% |
| 2 | Divi's Laboratories Ltd. | 3.96 | 7.63% |
| 3 | ICICI Bank Ltd. | 3.36 | 6.47% |
| 4 | HDFC Bank Ltd. | 3.34 | 6.44% |
| 5 | Bharti Airtel Ltd. | 2.37 | 4.56% |
| 6 | Mazagon Dock Shipbuilders Ltd. | 2.34 | 4.51% |
| 7 | Reliance Industries Ltd. | 2.22 | 4.27% |
| 8 | State Bank of India | 2.03 | 3.91% |
| 9 | Net Receivable / Payable | 2.00 | 3.86% |
| 10 | Advit Jewels Ltd. | 2.00 | 3.86% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 63720 | +6.2% | +13.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.30 L. | +8.7% | +8.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.02 L. | +12.3% | +8.0% |
| 5Y | 08 Nov, 21 | 3 L. | 3.97 L. | +32.2% | +11.4% |
| 10Y | 07 Nov, 16 | 6 L. | 10.87 L. | +81.2% | +11.6% |
| SI | 07 Apr, 06 | 12.35 L. | 37.41 L. | +202.9% | +9.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.06 L. | +6.0% | +6.0% |
| 2Y | 16 Oct, 24 | 1 L. | 1.05 L. | +5.3% | +2.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.45 L. | +44.9% | +13.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.57 L. | +56.8% | +9.4% |
| 10Y | 17 Oct, 16 | 1 L. | 2.65 L. | +165.2% | +10.2% |
| SI | 03 Apr, 06 | 1 L. | 4.68 L. | +368.2% | +7.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.