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  • Taurus Mutual Fund
  • Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A)
Taurus Mutual Fund

Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A)

EquityIndex Funds

21.0135

NAV (Dec 02)

17%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in index funds.

Click here to see our recommendations.

Index funds 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 ->

Track Record

11 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

2 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

21.0135

NAV (Dec 2)

Fund Returns

Last 1Y

33.6%

Last 3Y

17.4%

Last 5Y

17%

Last 10Y

13.2%

Since Inception

11%

6 Month CAGR

10.7%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.09

Launched (11y ago)

Jun 19, 2010

AUM in Crores

1.639

ISIN

INF044D01914

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ankit Tikmany

Fund Manager

user-avatar

Prasanna Pathak

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 552 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

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  • tel-amc-about
    022-66242700
  • mail-amc-about
    customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.6%

    11.6%

    17.4%

    11%

    10.8%

    10.1%

    20.4%

    7.6%

    13.6%

    10.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Diversified

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    About Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    About Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 11% over a period of 11 years. . The fund is managed by Taurus Asset Management Company Limited. The fund managers are Ankit Tikmany, Prasanna Pathak

    Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Jun 19, 2010. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-12-02 is ₹21.01. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹1.639. The category risk of the Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 1.09 % as expense ratio.

    Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.1% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , icici bank ltd , infosys ltd , housing development finance corp ltd , net receivable / payable , tata consultancy services ltd , itc ltd , larsen & toubro ltd , ultratech cement ltd , state bank of india , kotak mahindra bank ltd , bajaj finance ltd , hindustan unilever ltd , axis bank ltd , bharti airtel ltd , wipro ltd , asian paints ltd , tata motors ltd , tata steel ltd , hcl technologies ltd , maruti suzuki india ltd , hindalco industries ltd , bajaj auto ltd , mahindra & mahindra ltd , bajaj finserv ltd , adani ports & special economic zone ltd , sun pharmaceuticals industries ltd , cipla ltd , nestle india ltd , indusind bank ltd , titan co ltd , dr reddy's laboratories ltd , bharat petroleum corp ltd , jsw steel ltd , grasim industries ltd , power grid corp of india ltd , upl ltd , hdfc life insurance company limited , ntpc ltd , tech mahindra ltd , eicher motors ltd , oil & natural gas corp ltd , hero motocorp ltd , sbi life insurance company limited , divi's laboratories ltd , shree cement ltd , britannia industries ltd , tata consumer products ltd , coal india ltd , indian oil corp ltd , bharti airtel ltd (partly paid rs.1.25)

    Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) Investment volatility and Horizon

    This fund 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 Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) Review

    Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Taurus Nifty Index Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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