• Mutual Funds
  • Taurus Mutual Fund
  • Taurus Nifty 50 Index Fund (PIDCW-A)

Formerly Taurus Nifty Index IDCW-P

Taurus Mutual Fund

Taurus Nifty 50 Index Fund (PIDCW-A)

EquityLarge Cap

22.6145

NAV (May 30)

12.3%
5 Year CAGR
Scripbox Opinion
Neutral
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Neutral

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

Invest in this fund
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

22.6145

NAV (May 30)

Fund Returns

Last 1Y
14%
Last 3Y
25%
Last 5Y
12.3%
Last 10Y
12%
Since Inception
10.3%
6 Month CAGR
-0.4%

Scheme Information

Investment Objective

The investment objective of the scheme is to replicate the Nifty 50 by investing in securities of the Nifty 50 Index in the same proportion/ weightage.

Expense Ratio
1.04
Launched (13y ago)
Jun 19, 2010
AUM in Crores
2.412
ISIN
INF044D01914
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.8
Standard Deviation (5yr)
18.4
Beta (3yr)
0.97
Beta (5yr)
0.97
Sharpe Ratio (3yr)
1.182
Sharpe Ratio (5yr)
0.41
YTM
0
Fund Managers

Ramneek Kundra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Nifty 50 Index Fund (PIDCW-A)70%9,92,211 2,59,59912.3%
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 2023-05-30

Top Stock Holdings

reliance industries ltd

10.1%
10.1%

hdfc bank ltd

9%
9%

icici bank ltd

8%
8%

housing development finance corp ltd

6.2%
6.2%

infosys ltd

5.6%
5.6%
See all holdings

Allocation by Sector

financial services

37.5%
37.5%

technology

12.5%
12.5%

energy

12.5%
12.5%

consumer defensive

9.5%
9.5%

consumer cyclical

6.9%
6.9%
See all sectors

Comparison with Equity Funds

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

₹ 10,178 cr

₹ 8,056 cr

₹ 14,448 cr

₹ 8,860 cr

₹ 7,811 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 512 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

25%

10.3%

27.5%

13.5%

25.1%

10.3%

25%

10.3%

27.6%

13.5%

Taurus Nifty 50 Index Fund (PIDCW-A) Review

Taurus Nifty 50 Index Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 10.3% over a period of 12 years. The fund was previously known as Taurus Nifty Index IDCW-P. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Ramneek Kundra.

Nav of Taurus Nifty 50 Index Fund (PIDCW-A) as of 5/30/2023 is ₹22.61 with the total AUM as of 5/31/2023 is ₹2.412. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Nifty 50 Index Fund (PIDCW-A) was launched on Jun 19, 2010. The category risk of the fund is Very High Risk.

The minimum SIP amount for Taurus Nifty 50 Index Fund (PIDCW-A) 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 Nifty 50 Index Fund (PIDCW-A) 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 IISL Nifty 50 TR INR.

Taurus Nifty 50 Index Fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 14% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Nifty 50 Index Fund (PIDCW-A).

Frequently Asked Questions

What is Taurus Nifty 50 Index Fund (PIDCW-A)?

Taurus Nifty 50 Index Fund (PIDCW-A) 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 Nifty 50 Index Fund (PIDCW-A)?

You can invest in Taurus Nifty 50 Index Fund (PIDCW-A) 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 Nifty 50 Index Fund (PIDCW-A)?

The minimum sip amount for Taurus Nifty 50 Index Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Taurus Nifty 50 Index Fund (PIDCW-A) good to invest in?

As per Scripbox experts, Taurus Nifty 50 Index Fund (PIDCW-A) is a Neutral fund. You can investTaurus Nifty 50 Index Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Taurus Nifty 50 Index Fund (PIDCW-A)?

The expense ratio of the Taurus Nifty 50 Index Fund (PIDCW-A) is 1.04% for regular plan.