August 22, 2026
mayank
Taurus Nifty 50 Index Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 48.93 |
| NAV IDCW (Rs.) | 45.79 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 50 TRI |
| AUM Rs. | 7 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.68% |
| 1 Year Return (%) | -3.42 |
| 3 Year Return (%) | 7.77 |
| 5 Year Return (%) | 8.04 |
| 10 Year Return (%) | 11.46 |
| Return Since Launch | 11.38% |
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
• Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Fund’s Investment Strategy:
The objective of the scheme is to replicate the Nifty 50 Index by investing in securities of the Nifty 50 Index in the same proportion/weightage.
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) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 5,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Taurus Nifty 50 Index Fund
| Fund House | Taurus Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 11.38% |
| Benchmark | NIFTY 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 7 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.68% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 14.00% |
Taurus Nifty 50 Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Taurus Nifty 50 Index Dir | -7.58 | -0.32 | -0.92 | 2.43 | -5.13 | -3.42 | 7.77 | 8.04 | 12.31 | 11.46 |
| 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 | 96 | 37 | 98 | 112 | 98 | 90 | 74 | 57 | 43 | 34 |
| Number of funds in category | 111 | 117 | 116 | 116 | 112 | 104 | 81 | 63 | 50 | 42 |
Peer Comparison of Taurus Nifty 50 Index 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 Nifty 50 Index Dir | 2 out of 5 stars | -3.42 | 7.77 | 8.04 | 0.68 | 7 | 11.38 | 1.00 (365) | 13Y 7M | 14.00 |
| ICICI Pru Nifty Next 50 Index Dir | 4 out of 5 stars | 9.28 | 19.48 | 13.51 | 0.26 | 9,935 | 14.37 | — | 13Y 7M | 27.00 |
| UTI Nifty Next 50 Index Dir | 4 out of 5 stars | 9.52 | 19.71 | 13.65 | 0.31 | 7,360 | 13.20 | — | 8Y 1M | 25.00 |
| HDFC NIFTY Next 50 Index Dir | 4 out of 5 stars | 9.39 | 19.43 | — | 0.25 | 2,659 | 12.37 | — | 4Y 9M | 26.60 |
| DSP Nifty 50 Equal Weight Index Dir | 5 out of 5 stars | 4.52 | 13.89 | 13.12 | 0.35 | 2,609 | 12.18 | — | 8Y 9M | 27.00 |
Taurus Nifty 50 Index Fund Portfolio Analysis
| No. of Stocks | 50 |
| Top 10 Stocks | 52.14% |
| Top 5 Stocks | 36.39% |
| Top 3 Sectors | 62.42% |
| Portfolio P/B Ratio | 3.16 |
| Portfolio P/E Ratio | 20.66 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 5,33,036 | 4,07,604 |
| Large (%) | 98.64 | 93.06 |
| Mid (%) | 1.36 | 7.67 |
| Small (%) | — | 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/
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