- Mutual Funds
- Taurus Mutual Fund
- Taurus Largecap Equity Fund (Growth)
Formerly Taurus Bonanza Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 158.81
NAV (Jul 25)
Fund Returns
Last 1Y | 41.6% |
Last 3Y | 18% |
Last 5Y | 17.1% |
Last 10Y | 11.4% |
Since Inception | 11.2% |
6 Month CAGR | 21% |
Scheme Information
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 | 48.775 |
ISIN | INF044D01773 |
Lock-in | No Lock-in |
Benchmark | BSE 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.5 |
Standard Deviation (5yr) | 18.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.749 |
Sharpe Ratio (5yr) | 0.59 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Largecap Equity Fund (Growth) | 11,25,341 | 3,92,729 | 17.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
8.3%state bank of india
6%coal india ltd
5.6%hcl technologies ltd
5.2%axis bank ltd
5.1%Allocation by Sector
financial services
26.7%consumer cyclical
15.5%energy
13.1%technology
12.2%healthcare
8.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 24,345 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.4% | 14.1% | ||
15.5% | 14.2% | ||
15.5% | 14.2% | ||
15.1% | 11.5% | ||
19% | 10.9% |
Taurus Largecap Equity Fund (G) Review
Taurus Largecap Equity Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.2% 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 7/25/2024 is ₹158.81 with the total AUM as of 7/26/2024 is ₹48.775. 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 BSE 100 TR INR.
Taurus Largecap Equity Fund (G) is rated as a 1 fund in Equity and delivered 41.6% 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)?
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.