Skip to main content
  • Home
  • Scheme Overview

Taurus Large Cap Fund - Regular Plan - Growth

(Erstwhile Taurus Bonanza Fund- Regular Plan - Growth Option)

Category: Equity: Large Cap
Launch Date: 28-02-1995
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.62% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 46.12 Cr As on (30-04-2024)
Turn over: 120
NAV (₹): 141.95
₹ 0.85 ( 0.5988%)
as on 10-05-2024
CAGR Since Inception - 10.88%
S&P BSE 100 TRI - 11.58%

Fund Managers

Anuj Kapil


Investment Objective

The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.

PERFORMANCE of Taurus Large Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 10-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Large Cap Fund - Regular Plan - Growth 34.75 16.16 14.6 11.74 10.88
S&P BSE 100 TRI 26.66 16.88 16.88 14.5 11.58
Equity: Large Cap 29.95 16.09 15.88 14.05 14.69

RETURNS CALCULATOR for Taurus Large Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Taurus Large Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Large Cap Fund - Regular Plan - Growth 15.8 0.76 -1.54 1.12 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Large Cap Reg Gr 28-02-1995 34.75 21.72 16.16 14.6 11.74
quant Large Cap Fund Reg Gr 08-08-2022 46.38 0.0 0.0 0.0 0.0
JM Large Cap Gr 01-04-1995 41.19 26.42 20.07 17.18 13.67
BANK OF INDIA Bluechip Fund Reg Gr 24-06-2021 40.82 25.49 0.0 0.0 0.0
Nippon India Large Cap Fund Gr Gr 08-08-2007 36.51 28.95 23.86 18.23 16.84
ICICI Pru BlueChip Gr 05-05-2008 35.48 24.94 20.23 18.43 15.71
Invesco India Large Cap Gr 21-08-2009 35.41 22.36 18.38 16.74 14.85
BARODA BNP PARIBAS LARGE CAP Fund Gr 01-01-2013 35.21 24.36 18.5 18.34 15.73
ITI Large Cap Reg Gr 24-12-2020 33.67 22.7 14.8 0.0 0.0
DSP Top 100 Equity Reg Gr 05-03-2003 32.2 23.4 15.73 14.81 12.58

Asset Allocation (%)

PORTFOLIO ANALYSIS of Taurus Large Cap Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

AMC partners we work with