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

Taurus Nifty Index Fund (PIDCW-A)

EquityLarge Cap

19.253

NAV (Jun 27)

11.1%
5 Year CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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 ->

Track Record

12 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

Good. The historical performance of the fund has been good

Invest in this fund

Scripbox Recommended Large Cap Funds

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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

19.253

NAV (Jun 27)

Fund Returns

Last 1Y

-0.6%

Last 3Y

11.3%

Last 5Y

11.1%

Last 10Y

12%

Since Inception

9.6%

6 Month CAGR

-7.1%

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

1.07

Launched (12y ago)

Jun 19, 2010

AUM in Crores

1.734

ISIN

INF044D01914

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Prasanna Pathak

Fund Manager

Ankit Tikmany

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-06-27

Top Stock Holdings

reliance industries ltd

10.8%
10.8%

hdfc bank ltd

8.1%
8.1%

icici bank ltd

7.2%
7.2%

infosys ltd

6.4%
6.4%

housing development finance corp ltd

5.6%
5.6%
See all holdings

Allocation by Sector

financial services

34.5%
34.5%

technology

13.1%
13.1%

energy

12.2%
12.2%

consumer defensive

9%
9%

basic materials

8.4%
8.4%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 508 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

    11.3%

    9.6%

    11.3%

    9.6%

    11.3%

    9.6%

    9.3%

    11%

    14.2%

    16.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Taurus Nifty Index Fund (PIDCW-A) Review

    Taurus Nifty Index Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 9.6% over a period of 12 years. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Ankit Tikmany, Prasanna Pathak.

    Nav of Taurus Nifty Index Fund (PIDCW-A) as of 6/27/2022 is ₹19.25 with the total AUM as of 6/28/2022 is ₹1.734. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Nifty 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 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 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 Index Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered -0.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Nifty Index Fund (PIDCW-A).

    Frequently Asked Questions

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

    Taurus Nifty Index Fund (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Taurus Nifty Index Fund (PIDCW-A)?

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

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

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

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

    The expense ratio of the Taurus Nifty Index Fund (PIDCW-A) is 1.07% for regular plan.