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  • Taurus Mutual Fund
  • Taurus Largecap Equity Fund (Growth)

Formerly Taurus Bonanza Gr

Taurus Mutual Fund

Taurus Largecap Equity Fund (Growth)

EquityLarge Cap

149.91

NAV (May 23)

15.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

149.91

NAV (May 23)

Fund Returns

Last 1Y
40.2%
Last 3Y
17.7%
Last 5Y
15.1%
Last 10Y
11.4%
Since Inception
11%
6 Month CAGR
25.6%

Scheme Information

Investment Objective

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.

Expense Ratio
2.62
Launched (29y ago)
Feb 28, 1995
AUM in Crores
46.123
ISIN
INF044D01773
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.8
Standard Deviation (5yr)
18.5
Beta (3yr)
1.12
Beta (5yr)
0.95
Sharpe Ratio (3yr)
0.804
Sharpe Ratio (5yr)
0.538
YTM
0
Fund Managers

Anuj Kapil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Largecap Equity Fund (Growth)70%10,67,286 3,34,67415.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-23

Top Stock Holdings

hdfc bank ltd

7.9%
7.9%

state bank of india

6.2%
6.2%

coal india ltd

5.7%
5.7%

itc ltd

5.2%
5.2%

hcl technologies ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

27.4%
27.4%

consumer cyclical

12.8%
12.8%

technology

11.8%
11.8%

energy

9%
9%

healthcare

8.5%
8.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 802 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.amc-img
phone-img022-66242700
Fund NameScripbox Opinion
Till Date CAGR

14.2%

14%

13.9%

13.7%

14.3%

14%

14.6%

11.2%

18.7%

10.7%

Taurus Largecap Equity Fund (G) Review

Taurus Largecap Equity Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11% over a period of 29 years. The fund was previously known as Taurus Bonanza Gr. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Anuj Kapil.

Nav of Taurus Largecap Equity Fund (G) as of 5/23/2024 is ₹149.91 with the total AUM as of 5/24/2024 is ₹46.123. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Largecap Equity Fund (G) was launched on Feb 28, 1995. The category risk of the fund is Very High Risk.

The minimum SIP amount for Taurus Largecap Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Taurus Largecap Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.

Taurus Largecap Equity Fund (G) is rated as a 1 fund in Equity and delivered 40.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Largecap Equity Fund (G).

Frequently Asked Questions

What is Taurus Largecap Equity Fund (G)?

Taurus Largecap Equity Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Taurus Largecap Equity Fund (G)?

You can invest in Taurus Largecap Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Taurus Largecap Equity Fund (G)?

The minimum sip amount for Taurus Largecap Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Taurus Largecap Equity Fund (G) good to invest in?

As per Scripbox experts, Taurus Largecap Equity Fund (G) is a Not Recommended fund. You can investTaurus Largecap Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Taurus Largecap Equity Fund (G)?

The expense ratio of the Taurus Largecap Equity Fund (G) is 2.62% for regular plan.