- Mutual Funds
- Taurus Mutual Fund
- Taurus Nifty 50 Index Fund (RIDCW-A)
Formerly Taurus Nifty Index IDCW-R
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.5903
NAV (Apr 18)
Fund Returns
Last 1Y | 24% |
Last 3Y | 14.4% |
Last 5Y | 13.7% |
Last 10Y | 12.7% |
Since Inception | 10.9% |
6 Month CAGR | 11.5% |
Scheme Information
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 (14y ago) | Jun 19, 2010 |
AUM in Crores | 3.511 |
ISIN | INF044D01922 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.6 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.98 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 0.75 |
Sharpe Ratio (5yr) | 0.559 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Nifty 50 Index Fund (RIDCW-A) | 10,28,881 | 2,96,269 | 13.7% | |
| 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
11.1%reliance industries ltd
10.2%icici bank ltd
7.8%infosys ltd
5.4%larsen & toubro ltd
4.5%Allocation by Sector
financial services
32.8%energy
13.7%technology
13%consumer cyclical
9.1%consumer defensive
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.3% | 13.7% | ||
13.9% | 13.7% | ||
15.3% | 13.7% | ||
14.4% | 10.9% | ||
17.3% | 10.5% |
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 10.9% over a period of 13 years. The fund was previously known as Taurus Nifty Index IDCW-R. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Anuj Kapil.
Nav of Taurus Nifty 50 Index Fund (RIDCW-A) as of 4/18/2024 is ₹26.59 with the total AUM as of 4/19/2024 is ₹3.511. 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 Nifty 50 TR INR.
Taurus Nifty 50 Index Fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 24% 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)?
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.