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.

₹160.71

▼-1%1D

NAV as on 13 May 2025

11%/per year

Since Inception

Absolute Gain%

▲▼

19 people have invested ₹ 26.5K 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 (13-May-25)

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

Period
This Fund
Nifty 100
Category Avg
1 Month
6.2%
7.35%
7.06%
3 Months
6.13%
6.73%
6.39%
6 Months
0.74%
3.04%
2.71%
1 Year
6.86%
9.28%
10.02%
3 Years
17.81%
16.21%
18.22%
5 Years
20.15%
21.3%
22.36%

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
Inception Returns
Taurus Largecap Equity Fund
-
47Cr
2.41%
6.86%
17.81%
11%
ICICI Prudential Bluechip Fund Direct Growth
1/20
64,963Cr
0.93%
12.33%
22.28%
16.13%
Nippon India Large Cap Fund Direct Growth
2/20
39,677Cr
0.74%
11.33%
24.68%
16.57%
DSP Large Cap Fund Direct Growth
3/20
5,070Cr
1.05%
17.81%
23.01%
13%
See all
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Beats FD returns for both 3Y & 5Y duration
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5Y returns in the bottom 25% of the category
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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

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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 (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 92.8%

Debt & Cash 7.2%

Large cap
89%
Mid cap
5.4%
Small cap
2.6%
Mid Cap allocation has gone up from 4.8% to 5.4%
Mid Cap allocation has gone up from 4.8% to 5.4%
Large Cap allocation has gone up from 84.6% to 89%
Large Cap allocation has gone up from 84.6% to 89%
Small Cap allocation has gone down from 2.8% to 2.6%
Small Cap allocation has gone down from 2.8% to 2.6%
Cash allocation has gone down from 7.7% to 2.8%
Cash allocation has gone down from 7.7% to 2.8%

Taurus Largecap Equity Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 92.8%

Debt & Cash 7.2%

Financial Services
25.4%
Consumer Cyclical
16%
Tech
13.4%
Energy
13.3%
Consumer Defensive
8.2%
Health
7.6%
Industrial
5.2%
Utilities
5%
Basic Materials
3.5%
Real Estate
1.8%
Communication
0.6%

Top 3 Sectors in March were Financial Services, Consumer Cyclical & Energy

Mar'25

Financial Services

35%

Consumer Cyclical

18%

Energy

14%

Feb'25

Financial Services

35%

Consumer Cyclical

19%

Energy

15%

Taurus Largecap Equity Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
8.56%
0%
ICICI Bank Ltd
6.59%
0%
Mahindra & Mahindra Ltd
5.75%
0%
State Bank of India
5.34%
0%
Reliance Industries Ltd
4.69%
0%
See all
Top Stocks bought last month
Power Grid Corp Of India Ltd's allocation increased from 2.74% to 3.6%
Power Grid Corp Of India Ltd's allocation increased from 2.74% to 3.6%
Trent Ltd's allocation increased from 1.69% to 2.23%
Trent Ltd's allocation increased from 1.69% to 2.23%
The New India Assurance Co Ltd's allocation increased from 1.86% to 2.41%
The New India Assurance Co Ltd's allocation increased from 1.86% to 2.41%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 8.47 % to 8.4 %
HDFC Bank Ltd's allocation decreased from 8.47 % to 8.4 %
Mahindra & Mahindra Ltd's allocation decreased from 5.58 % to 5.41 %
Mahindra & Mahindra Ltd's allocation decreased from 5.58 % to 5.41 %
Reliance Industries Ltd's allocation decreased from 4.39 % to 4.38 %
Reliance Industries Ltd's allocation decreased from 4.39 % to 4.38 %

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₹47 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
133.44%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
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 . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Taurus Largecap Equity Fund Direct Growth has ₹47 Cr worth of assets under management (AUM) as on Mar 2025 and is less 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 11.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.86%, 17.81% and 20.15% respectively.

Holdings

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

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.

Learn more about Taurus Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 46.9 Cr
₹ 44.1 Cr
₹ 49 Cr
  • AUM of the fund stands at 46.9 Cr as of Mar'25
  • AUM increased by 2.8 Cr between Mar'25 and Feb'25

Compare Taurus Largecap Equity Fund

Taurus Largecap Equity Fund

VS

ICICI Prudential Bluechip Fund Direct Growth

Frequently Asked Questions for Taurus Largecap Equity Fund Direct Growth

What is the current NAV of Taurus Largecap Equity Fund Direct Growth?

The current NAV of Taurus Largecap Equity Fund Direct Growth is ₹160.71 as on 13-May-2025.

What are the average returns of Taurus Largecap Equity Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.
Taurus Largecap Equity Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
6.2%
6.2%
6 Month Returns
0.74%
0.74%
1 Year Returns
6.86%
6.86%
3 Years Returns
63.51%
17.81%

How do I invest in Taurus Largecap Equity Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Taurus Largecap Equity Fund Direct Growth?

2.41% as on April 2025

What is net assets under management (AUM) of Taurus Largecap Equity Fund Direct Growth?

₹47 Cr as on April 2025

What are the top 5 holdings of Taurus Largecap Equity Fund Direct Growth?

HDFC Bank Ltd(8.56%), ICICI Bank Ltd(6.59%), Mahindra & Mahindra Ltd(5.75%), State Bank of India(5.34%), Reliance Industries Ltd(4.69%) as on April 2025

What are the top 3 sectors that this Taurus Largecap Equity Fund Direct Growth has invested in?

Financial Services(34.68%), Energy(14.05%), Consumer Cyclical(14.05%) as on April 2025

What is the alpha of Taurus Largecap Equity Fund Direct Growth?

The alpha ratio for the Taurus Largecap Equity Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Taurus Largecap Equity Fund Direct Growth
-3.95
-1.37
-2.38
As on April 2025
The alpha for Taurus Largecap Equity Fund Direct Growth is calculated against BSE 100 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Taurus Largecap Equity Fund Direct Growth??

The Beta ratio for the Taurus Largecap Equity Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Taurus Largecap Equity Fund Direct Growth
0.97
1.12
0.99
As on April 2025
The Beta for Taurus Largecap Equity Fund Direct Growth is calculated with BSE 100 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Taurus Largecap Equity Fund Direct Growth?

The sharpe ratio for the Taurus Largecap Equity Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Taurus Largecap Equity Fund Direct Growth
-0.11
0.46
0.87
As on April 2025
The sharpe ratio for Taurus Largecap Equity Fund Direct Growth is calculated with BSE 100 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Taurus Largecap Equity Fund Direct Growth?

The standard deviation for the Taurus Largecap Equity Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Taurus Largecap Equity Fund Direct Growth
15.77
16.95
15.26
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Taurus Largecap Equity Fund Direct Growth?

Sortino ratio is 0.72 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the exit load of Taurus Largecap Equity Fund Direct Growth?

The Exit load of Taurus Largecap Equity Fund Direct Growth is 1%