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Business News/Market/Market Stats/    Taurus Largecap Equity Fund - Growth

Taurus Largecap Equity Fund - Growth

+
  • Equity
  • Large-Cap
  • Rating 2
  • Plan
142.52 +0.44 (0.31%) NAV as on 23 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)44.43
  • CAGR 39.63%
  • Exit Load1.00%
  • Expense ratio2.62%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date1995-02-28

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 2.36
  • 5.29%
  • Net Receivable / Payable
  • 1.48
  • 3.32%
View More

Risk & Volitility

  • Alpha -3.67%
  • Beta 0.88
  • Sharpe Ratio0.75
  • Std Deviation 15.81%
  • Tracking Error 3.80%

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 44.43 crores & has delivered CAGR of 14.04% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.62%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, HCL Technologies, State Bank Of India & Coal India.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Auto & Truck Manufacturers.

 

Some of the similar funds are JM Large Cap Fund Growth, Taurus Largecap Equity Fund - Growth, Groww Large Cap Fund Regular Plan Growth, ITI Large Cap Fund Regular Growth, Bank of India Bluechip Fund Regular Growth. Taurus Largecap Equity Fund - Growth has a sharpe ratio of 0.75 & a standard deviation of 15.81%.

FAQs about Taurus Largecap Equity Fund - Growth

According to the morning star rating Taurus Largecap Equity Fund - Growth has a Moderate risk & Exceptional return.
Taurus Largecap Equity Fund - Growth is managed by Anuj Kapil.
The expense ratio of Taurus Largecap Equity Fund - Growth is 2.62%.
The 5 year annualized return on Taurus Largecap Equity Fund - Growth is 14.04% & it has generated 39.63% 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 44.43 crores.
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