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

Formerly Taurus Bonanza Gr

Taurus Mutual Fund

Taurus Largecap Equity Fund (Growth)

EquityLarge Cap

112.04

NAV (Dec 02)

9%
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

Poor

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

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

112.04

NAV (Dec 2)

Fund Returns

Last 1Y

10.4%

Last 3Y

13.6%

Last 5Y

9%

Last 10Y

10%

Since Inception

10.5%

6 Month CAGR

14.8%

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

2.61

Launched (27y ago)

Feb 28, 1995

AUM in Crores

34.089

ISIN

INF044D01773

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.5

Standard Deviation (5yr)

18.5

Beta (3yr)

0.93

Beta (5yr)

0.93

Sharpe Ratio (3yr)

0.491

Sharpe Ratio (5yr)

0.267

YTM

0

Fund Managers

Ankit Tikmany

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

macrotech developers ltd

6.2%
6.2%

adani enterprises ltd

6.2%
6.2%

havells india ltd

5.5%
5.5%

adani ports & special economic zone ltd

5.4%
5.4%

pidilite industries ltd

5.3%
5.3%
See all holdings

Allocation by Sector

basic materials

26%
26%

industrials

24.9%
24.9%

real estate

13%
13%

financial services

12.7%
12.7%

consumer cyclical

9.3%
9.3%
See all sectors

Compare Taurus Largecap Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 548 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

  • 022-66242700
  • customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.9%

    10.8%

    11.3%

    14%

    16.9%

    10.8%

    16.9%

    10.8%

    11.3%

    14%

    Taurus Largecap Equity Fund (G) Review

    Taurus Largecap Equity Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 10.5% over a period of 27 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 Ankit Tikmany.

    Nav of Taurus Largecap Equity Fund (G) as of 12/2/2022 is ₹112.04 with the total AUM as of 12/4/2022 is ₹34.089. 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 10.4% 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 stocks 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 2.61% for regular plan.