August 22, 2026
mayank
Taurus Large cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 175.62 |
| NAV IDCW (Rs.) | 77.35 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 100 TRI |
| AUM Rs. | 56 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.88% |
| 1 Year Return (%) | 5.81 |
| 3 Year Return (%) | 14.02 |
| 5 Year Return (%) | 10.96 |
| 10 Year Return (%) | 10.07 |
| Return Since Launch | 10.55% |
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies.
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 | 10.55% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 56 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.88% |
| (As on 31-Jul-2026) | |
| Risk Grade | Above Average |
| Return Grade | Above Average |
| Turnover | 92.00% |
Taurus Large cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Taurus Large Cap Dir | 2.08 | -0.18 | 2.35 | 7.45 | 3.54 | 5.81 | 14.02 | 10.96 | 13.00 | 10.07 |
| BSE 100 TRI | -4.41 | -0.57 | 0.42 | 4.26 | -3.55 | 0.56 | 10.88 | 10.45 | 14.25 | 12.71 |
| Equity: Large Cap | -2.69 | -0.36 | 0.38 | 4.11 | -0.91 | 1.19 | 12.56 | 11.05 | 14.60 | 12.58 |
| Rank within category | 27 | 7 | 23 | 8 | 27 | 25 | 22 | 25 | 29 | 42 |
| Number of funds in category | 111 | 117 | 116 | 116 | 112 | 104 | 81 | 63 | 50 | 42 |
Peer Comparison of Taurus Large cap Fund
| 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 | 3 out of 5 stars | 5.81 | 14.02 | 10.96 | 1.88 | 56 | 10.55 | 1.00 (365) | 13Y 7M | 92.00 |
| ICICI Pru Large Cap Dir | 5 out of 5 stars | -1.77 | 12.94 | 12.80 | 0.71 | 80,960 | 14.63 | 1.00 (30) | 13Y 7M | 84.00 |
| Nippon India Large Cap Dir | 5 out of 5 stars | -1.28 | 12.99 | 14.91 | 0.57 | 54,225 | 15.18 | 1.00 (7) | 13Y 7M | 38.00 |
| HDFC Large Cap Dir | 4 out of 5 stars | 0.24 | 11.21 | 12.70 | 0.83 | 40,198 | 13.17 | 1.00 (365) | 13Y 7M | 17.86 |
| Kotak Large Cap Dir | 4 out of 5 stars | 0.65 | 12.34 | 10.97 | 0.57 | 11,028 | 13.95 | 1.00 (365) | 13Y 7M | 25.75 |
Taurus Large cap Fund Portfolio Analysis
| No. of Stocks | 40 |
| Top 10 Stocks | 53.38% |
| Top 5 Stocks | 33.29% |
| Top 3 Sectors | 60.28% |
| Portfolio P/B Ratio | 3.30 |
| Portfolio P/E Ratio | 21.09 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,23,626 | 4,07,604 |
| Large (%) | 82.82 | 93.06 |
| Mid (%) | 5.92 | 7.67 |
| Small (%) | 11.26 | 4.38 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://investor.taurusmutualfund.com/login
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
Quicklinks