December 25, 2024
mayank
Taurus Large cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 163.0400
NAV IDCW: Rs 71.8200
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
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.
Fund Manager:
1) Anuj Kapil
Education: Mr. Kapil has done PGDBM and MBA
Experience: Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Taurus Large cap Fund
| Fund House | Taurus Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 11.40% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 50 Cr |
| (As on 30-Nov-2024) | |
| Expense | 2.45% |
| (As on 30-Nov-2024) | |
| Risk Grade | Above Average |
| Return Grade | Average |
| Turnover | 69.00% |
Taurus Large cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Taurus Large Cap Dir | 18.14 | -0.10 | 0.14 | -6.40 | 1.48 | 20.06 | 16.09 | 14.75 | 10.89 | 10.70 |
| BSE 100 TRI | 13.66 | -0.07 | -0.27 | -8.28 | 1.14 | 15.65 | 14.82 | 16.95 | 14.02 | 13.27 |
| Equity: Large Cap | 16.42 | -0.05 | 0.00 | -8.90 | -0.05 | 18.65 | 15.37 | 16.94 | 13.55 | 12.99 |
| Rank within category | 30 | 68 | 41 | 9 | 32 | 33 | 27 | 45 | 45 | 42 |
| Number of funds in category | 96 | 112 | 111 | 109 | 104 | 96 | 72 | 53 | 45 | 42 |
Taurus Large cap Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Taurus Large Cap Dir | 2 star | 20.06 | 16.09 | 14.75 | 2.45 | 50 | 11.40 | 1.00 (365) | 11Y 11M | 69.00 |
| ICICI Pru Bluechip Dir | 5 star | 20.07 | 18.38 | 19.19 | 0.86 | 63,938 | 16.30 | 1.00 (365) | 11Y 11M | 21.00 |
| HDFC Top 100 Dir | 4 star | 14.52 | 18.55 | 17.68 | 0.99 | 36,587 | 14.66 | 1.00 (365) | 11Y 11M | 15.06 |
| Nippon India Large Cap Dir | 5 star | 21.91 | 22.26 | 20.53 | 0.66 | 35,313 | 16.97 | 1.00 (7) | 11Y 11M | 17.00 |
| Canara Robeco Bluechip Equity Dir | 4 star | 21.45 | 15.53 | 18.97 | 0.51 | 14,824 | 15.69 | 1.00 (365) | 11Y 11M | 27.00 |
Portfolio Analysis of Taurus Large cap Fund
| No. of Stocks | 38 |
| Top 10 Stocks | 48.41% |
| Top 5 Stocks | 29.89% |
| Top 3 Sectors | 50.47% |
| Portfolio P/B Ratio | 3.25 |
| Portfolio P/E Ratio | 21.77 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,94,646 | 3,85,726 |
| Giant (%) | 79.09 | 74.89 |
| Large (%) | 9.09 | 22.50 |
| Mid (%) | 9.10 | 7.22 |
| Small (%) | 2.73 | 2.57 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Taurus Large cap Fund
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