Taurus Largecap Equity Fund Direct Growth

Taurus Largecap Equity Fund Direct Growth

Equity

Taurus Mutual Fund

Large-Cap

Get the latest NAV of Taurus Largecap Equity Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹165.40

▲0.2%1D

NAV as on 25 Aug 2025

10.99%/per year

Since Inception

Absolute Gain%

▲▼

47 people have invested ₹ 64.7K in Taurus Largecap Equity Fund Direct Growth in the last three months

Taurus Largecap Equity Fund Performance vs. Nifty 100

Fund returns vs Benchmark returns vs Category Average returns as on (25-Aug-25)

The fund has outperformed the benchmark (Nifty 100) over 3Y, but underperformed over 1Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-0.11%
1.24%
11.52%
-2.97%
13.44%
17%
Nifty 100
0.58%
0.54%
11.32%
-1.22%
12.76%
17.09%
Large-Cap Avg
0.79%
1.43%
12.12%
-0.07%
14.85%
18.55%
Best in Large-Cap
1.29%
4.43%
14.4%
12.69%
21.21%
24.77%
Worst in Large-Cap
-2.51%
-1.82%
7.97%
-9.12%
12.64%
15.69%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Taurus Largecap Equity Fund
-
50Cr
2.41%
-2.97%
13.44%
0.04
1.01
0.63
0.97
-0.02
Nippon India Large Cap Fund Direct Growth
1/20
44,165Cr
0.65%
4.49%
21.07%
5.75
0.92
1.16
2.05
2.22
ICICI Prudential Large Cap Fund Direct Growth
2/20
71,788Cr
0.85%
3.42%
19.21%
5.18
0.89
1.05
1.84
1.73
Canara Robeco Large Cap Fund Direct Growth
3/20
16,407Cr
0.46%
4.11%
17.05%
2.53
0.91
0.91
1.50
1.12
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Taurus Largecap Equity Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Taurus Largecap Equity Fund Asset Allocation

See fund asset allocation details as on (14-Aug-25)

Fund Distribution

as on (14-Aug-25)

Equity 93.6%

Debt & Cash 6.4%

Large cap
86.5%
Mid cap
4.6%
Small cap
2.5%
Small Cap allocation has gone down from 4.6% to 2.5%
Small Cap allocation has gone down from 4.6% to 2.5%
Mid Cap allocation has gone up from 2.1% to 4.6%
Mid Cap allocation has gone up from 2.1% to 4.6%
Large Cap allocation has gone down from 87% to 86.5%
Large Cap allocation has gone down from 87% to 86.5%
Cash allocation has gone up from 6.2% to 6.4%
Cash allocation has gone up from 6.2% to 6.4%

Taurus Largecap Equity Fund Sector Allocation

See fund sector allocation details as on (14-Aug-25)

Sector Allocation

Equity 93.6%

Debt & Cash 6.4%

Financial Services
32%
Consumer Cyclical
16.8%
Energy
12.5%
Tech
10.6%
Consumer Defensive
6.7%
Industrial
6.1%
Utilities
5.4%
Health
4.9%
Real Estate
3%
Communication
2%

Top 3 Sectors in July were Financial Services, Energy & Consumer Defensive

Jul'25

Financial Services

34%

Energy

14%

Consumer Defensive

12%

Jun'25

Financial Services

32%

Energy

16%

Consumer Defensive

11%

Taurus Largecap Equity Fund Holdings Details

as on (31-Jul-25)

Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
8.67%
0%
ITC Ltd
8.49%
0%
ICICI Bank Ltd
6.63%
0%
Mahindra & Mahindra Ltd
6.07%
0%
State Bank of India
5.2%
0%
See all
Top Stocks bought last month
Bank of Baroda's allocation increased from 0.95% to 1.99%
Bank of Baroda's allocation increased from 0.95% to 1.99%
Grasim Industries Ltd's allocation increased from 0.96% to 1.88%
Grasim Industries Ltd's allocation increased from 0.96% to 1.88%
Bharti Airtel Ltd's allocation increased from 3.21% to 4.03%
Bharti Airtel Ltd's allocation increased from 3.21% to 4.03%
Top Stocks sold last month
State Bank of India's allocation decreased from 5.3 % to 5.2 %
State Bank of India's allocation decreased from 5.3 % to 5.2 %
Reliance Industries Ltd's allocation decreased from 4.77 % to 4.47 %
Reliance Industries Ltd's allocation decreased from 4.77 % to 4.47 %
Indian Oil Corp Ltd's allocation decreased from 5.68 % to 3.84 %
Indian Oil Corp Ltd's allocation decreased from 5.68 % to 3.84 %

Taurus Largecap Equity Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio2.41%
Benchmark
BSE 100 India TR INR
AUM₹50 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
81.72%
Risk
Risk meter
pointer
Very High Risk

About Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Anuj Kapil. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Taurus Largecap Equity Fund Direct Growth has ₹50 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
  2. The fund has an expense ratio 2.4.

Returns

Taurus Largecap Equity Fund Direct Growth has given a CAGR return of 10.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.97%, 13.44% and 17.00% respectively.

Holdings

Taurus Largecap Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Consumer Defensive, Consumer Cyclical, Health, Tech, Communication, Utilities, Real Estate, Industrial, Basic Materials. Its top holdings are HDFC Bank Ltd, ITC Ltd, ICICI Bank Ltd, Mahindra & Mahindra Ltd, State Bank of India

Taxation

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Taurus Largecap Equity Fund Direct Growth

The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Taurus Largecap Equity Fund Direct Growth has no lock in period.

Fund Manager

Anuj Kapil

Fund Manager of Taurus Largecap Equity Fund Direct Growth, since 13 June 2023

Learn more about Taurus Mutual Fund
Parameters
Jul'25
Jun'25
May'25
AUM
₹ 50.2 Cr
₹ 50.8 Cr
₹ 49.3 Cr
  • AUM of the fund stands at 50.2 Cr as of Jul'25
  • AUM decreased by 0.6 Cr between Jul'25 and Jun'25

Compare Taurus Largecap Equity Fund

Taurus Largecap Equity Fund

VS

ICICI Prudential Large Cap Fund Direct Growth

Frequently Asked Questions for Taurus Largecap Equity Fund Direct Growth

How do I invest in Taurus Largecap Equity Fund?

INDmoney makes it simple to invest in the Taurus Largecap Equity Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Taurus Largecap Equity Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Taurus Largecap Equity Fund?

The NAV of the fund today is ₹165.40. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Taurus Largecap Equity Fund fund has generated a return of -2.97% in 1 year, 13.44% in 3 years, 17.00% in 5 years.

Who is the fund manager of Taurus Largecap Equity Fund?

The fund managers are Anuj Kapil.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 2.41%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹50 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Taurus Largecap Equity Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(8.67%), ITC Ltd(8.49%), ICICI Bank Ltd(6.63%)