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

Formerly Taurus Nifty Index IDCW-R

Taurus Mutual Fund

Taurus Nifty 50 Index Fund (RIDCW-A)

EquityLarge Cap

21.7476

NAV (Jan 25)

11.2%
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

Satisfactory

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

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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

21.7476

NAV (Jan 25)

Fund Returns

Last 1Y

6.3%

Last 3Y

14.9%

Last 5Y

11.2%

Last 10Y

11.9%

Since Inception

10.3%

6 Month CAGR

7.9%

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

2.333

ISIN

INF044D01922

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.9

Standard Deviation (5yr)

18.6

Beta (3yr)

0.97

Beta (5yr)

0.96

Sharpe Ratio (3yr)

0.576

Sharpe Ratio (5yr)

0.452

YTM

0

Fund Managers

Ramneek Kundra

Fund Manager

Ankit Tikmany

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Nifty 50 Index Fund (RIDCW-A)70%964,561 231,94911.2%
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 2023-01-25

Top Stock Holdings

reliance industries ltd

10.7%
10.7%

hdfc bank ltd

8.6%
8.6%

icici bank ltd

7.9%
7.9%

infosys ltd

6.6%
6.6%

housing development finance corp ltd

6%
6%
See all holdings

Allocation by Sector

financial services

37.5%
37.5%

energy

13.6%
13.6%

technology

13.5%
13.5%

consumer defensive

8.4%
8.4%

consumer cyclical

6.7%
6.7%
See all sectors

Compare Taurus Nifty 50 Index Fund (RIDCW-A)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 546 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

    15%

    10.3%

    14.9%

    10.3%

    14.9%

    10.3%

    10.2%

    13.6%

    18.4%

    7.4%

    Taurus Nifty 50 Index Fund (RIDCW-A) Review

    Taurus Nifty 50 Index Fund (RIDCW-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-R. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Ankit Tikmany, Ramneek Kundra.

    Nav of Taurus Nifty 50 Index Fund (RIDCW-A) as of 1/25/2023 is ₹21.75 with the total AUM as of 1/26/2023 is ₹2.333. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Nifty 50 Index Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 3 fund in Equity and delivered 6.3% 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 (RIDCW-A).

    Frequently Asked Questions

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

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

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

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

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

    As per Scripbox experts, Taurus Nifty 50 Index Fund (RIDCW-A) is a Neutral fund. You can investTaurus Nifty 50 Index Fund (RIDCW-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 (RIDCW-A)?

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