Taurus Largecap Equity Fund - Direct Plan-Growth Option
NAV: ₹ 106.7 as on 08-02-2023
Fund Insights
In the last 1 year, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 9.69% return, outperforming this fund by 11.09%
In the last 3 years, ICICI Prudential Bluechip Fund Direct Plan Growth has given 16.24% return, outperforming this fund by 7.27% per annum
In the last 5 years, Canara Robeco Bluechip Equity Fund Direct Plan Growth has given 14.67% return, outperforming this fund by 7.71% per annum
This fund has one of the highest expense ratio in the category (large-cap). Its expense ratio is 2.49% which is higher than the category average expense ratio of 1.14%
INDmoney Rank
Fund Performance as on (19-Jan-23)
Taurus Largecap Equity Fund - Direct Plan-Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ankit Tikmany. The fund could potentially beat inflation in the long-run.
1) Taurus Largecap Equity Fund - Direct Plan-Growth Option has a NAV of ₹106.67 as on 08-02-2023.
2) Taurus Largecap Equity Fund - Direct Plan-Growth Option has ₹34 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 2.49 %.
Fund Overview
Expense ratio | 2.49% |
Benchmark | S&P BSE 100 India TR INR |
AUM | ₹34 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 103.15% |
Fund Distribution as on (31-Dec-22)
Sector Allocation
Basic Materials
Industrial
Financial Services
Real Estate
Consumer Cyclical
Energy
Health
Tech
Top Holdings as on (31-Dec-22)
Holdings | Weight% | Holdings Trend | 1M Change |
|---|---|---|---|
Macrotech Developers Ltd | 6.9% | 0% | |
Adani Enterprises Ltd | 6.12% | -7.7% | |
Kotak Mahindra Bank Ltd | 6.03% | 0% | |
Vedanta Ltd | 5.84% | 0% | |
Adani Ports & Special Economic Zone Ltd | 5.4% | 0% |
What changed
Change in AUM
Fund Returns vs Benchmark
Concentration Analysis as on (31-Dec-22)
Winners & Losers as on (31-Dec-22)
Top Growth Drivers | 1M Return |
|---|---|
Macrotech Developers Ltd | 9% |
IndusInd Bank Ltd | 3.9% |
Siemens Ltd | 1.9% |
Peer Analysis
Fund Manager
Ankit Tikmany
Top funds managed
AMC details
Fund Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹34 Cr
Expense Ratio 2.49%
Frequently Asked Questions
Taurus Largecap Equity Fund - Direct Plan-Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -6.66% | -6.66% |
6 Month Returns | -3.89% | -3.89% |
1 Year Returns | -1.4% | -1.4% |
3 Years Returns | 29.42% | 8.98% |
5 Years Returns | 40.04% | 6.97% |
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Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Taurus Largecap Equity Fund - Direct Plan-Growth Option | -1.87 | -4.38 | -3.97 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Taurus Largecap Equity Fund - Direct Plan-Growth Option | 1.23 | 0.94 | 0.94 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Taurus Largecap Equity Fund - Direct Plan-Growth Option | -0.13 | 0.35 | 0.15 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Taurus Largecap Equity Fund - Direct Plan-Growth Option | 21.33 | 21.91 | 18.7 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.