Taurus Largecap Equity Fund - Growth
- Large-Cap
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹50.56 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 | +4.66% | -- |
| 3 Months | +3.95% | -- |
| 6 Months | +0.59% | -- |
| 1 Year | +1.71% | +1.71% |
| 2 Years | -- | +0.46% |
| 3 Years | +44.8% | +13.13% |
| 5 Years | +65.85% | +10.65% |
| Since Launch | +2076.28% | +10.47% |
Holdings as on 14 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Net Receivable / Payable | 4.65 | 9.19 |
| ITC | 4.39 | 8.67 |
| Divi's Laboratories | 4.01 | 7.93 |
| HDFC Bank | 3.12 | 6.16 |
| ICICI Bank | 3.07 | 6.06 |
| Bharti Airtel | 2.34 | 4.62 |
| Reliance Industries | 2.27 | 4.48 |
| State Bank of India | 1.91 | 3.76 |
| Mazagon Dock Shipbuilders | 1.82 | 3.59 |
| Power Grid Corporation of India | 1.69 | 3.34 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.41
Sharpe Ratio
14.54%
Std. Deviation
3.80%
Tracking Error
-3.67%
Alpha
0.88
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bank of India Large Cap Fund Regular Growth | +4.43% | +13.47% | +10.69% |
| Taurus Largecap Equity Fund - Growth | +1.71% | +13.13% | +10.65% |
| JM Large Cap Fund Growth | -0.34% | +11.25% | +11.34% |
| Groww Large Cap Fund Regular Plan Growth | +0.35% | +10.71% | +10.17% |
| ITI Large Cap Fund Regular Growth | -2.88% | +9.59% | +8.7% |
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 50.56 crores & has delivered CAGR of 10.65 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 Net Receivable / Payable, ITC, Divi's Laboratories, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Tobacco, Electric Utilities.
Some of the similar funds are Bank of India Large Cap Fund Regular Growth, Taurus Largecap Equity Fund - 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 0.41 & a standard deviation of 14.54%.
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 10.65% & it has generated 1.71% 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 50.56 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.