Taurus Largecap Equity Fund - Growth
- Large-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹56.48 Cr
Expense Ratio
2.08%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
28 Feb 1995
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.29% | -- |
| 3 Months | +9.94% | -- |
| 6 Months | +8.57% | -- |
| 1 Year | +6.76% | +6.76% |
| 2 Years | -- | +2.42% |
| 3 Years | +42.21% | +12.45% |
| 5 Years | +62.01% | +10.13% |
| Since Launch | +2173.62% | +10.57% |
Holdings as on 10 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Divi's Laboratories | 4.85 | 8.58 |
| ITC | 4.30 | 7.60 |
| ICICI Bank | 3.84 | 6.79 |
| HDFC Bank | 3.13 | 5.54 |
| Sigma Advanced Systems Ltd | 2.70 | 4.78 |
| Advit Jewels Ltd | 2.60 | 4.59 |
| Bharti Airtel | 2.52 | 4.46 |
| Reliance Industries | 2.25 | 3.97 |
| State Bank of India | 2.03 | 3.59 |
| HCL Technologies | 1.97 | 3.48 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.52
Sharpe Ratio
15.04%
Std. Deviation
3.80%
Tracking Error
-3.67%
Alpha
0.88
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Taurus Largecap Equity Fund - Growth | +6.76% | +12.45% | +10.13% |
| Bank of India Large Cap Fund Regular Growth | +6.33% | +11.59% | +8.58% |
| JM Large Cap Fund Growth | -0.12% | +9.18% | +9.64% |
| Groww Large Cap Fund Regular Plan Growth | -1.49% | +9.09% | +8.04% |
| ITI Large Cap Fund Regular Growth | +1.28% | +9% | +7.5% |
Results are calculated on CAGR basis
About Fund
The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies.
The Taurus Largecap Equity Fund - Growth has an AUM of 56.48 crores & has delivered CAGR of 10.13 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.08%. The minimum investment in Taurus Largecap Equity Fund - Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Divi's Laboratories, ITC, ICICI Bank, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs, Tobacco.
Some of the similar funds are Taurus Largecap Equity Fund - Growth, Bank of India Large Cap Fund Regular Growth, JM Large Cap Fund Growth, Groww Large Cap Fund Regular Plan Growth, ITI Large Cap Fund Regular Growth. Taurus Largecap Equity Fund - Growth has a sharpe ratio of 0.52 & a standard deviation of 15.04%.
FAQs
According to the morning star rating Taurus Largecap Equity Fund - Growth has a Medium risk & High return.
Taurus Largecap Equity Fund - Growth is managed by Anuj Kapil.
The expense ratio of Taurus Largecap Equity Fund - Growth is 2.08%.
The 5 year annualized return on Taurus Largecap Equity Fund - Growth is 10.13% & it has generated 6.76% in the last 1 year.
The minimum investment in Taurus Largecap Equity Fund - Growth is 500 Rs.
Taurus Largecap Equity Fund - Growth has an AUM of 56.48 crores.
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