Taurus Large Cap Fund - Direct Plan - Growth
Expense Ratio: 2.41
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: BSE 100 TRI
Inception: 07-05-2008
Exit Load: Nil
Fund Size:₹52.55 Cr
Performance
1Y
Fund4.44%
Cat. Avg.0.75%
2Y
Fund2.15%
Cat. Avg.1.90%
3Y
Fund13.31%
Cat. Avg.11.32%
5Y
Fund11.57%
Cat. Avg.11.85%
10Y
Fund10.26%
Cat. Avg.12.78%
SI
Fund10.55%
Cat. Avg.11.66%
Fund Facts
Beta
1.04
Std Dev
13.77%
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
Asset Class
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Market Cap
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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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62920 | +4.9% | +10.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +6.2% | +6.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.03 L. | +12.8% | +8.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.95 L. | +31.7% | +11.2% |
| 10Y | 08 Aug, 16 | 6 L. | 10.87 L. | +81.1% | +11.5% |
| SI | 07 Jan, 13 | 8.15 L. | 18.21 L. | +123.4% | +11.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.04 L. | +4.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.04 L. | +4.1% | +2.0% |
| 3Y | 20 Jul, 23 | 1 L. | 1.45 L. | +45.5% | +13.3% |
| 5Y | 20 Jul, 21 | 1 L. | 1.73 L. | +72.9% | +11.6% |
| 10Y | 20 Jul, 16 | 1 L. | 2.66 L. | +165.5% | +10.3% |
| SI | 03 Jan, 13 | 1 L. | 3.89 L. | +289.2% | +10.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.