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Business News/Market/Market Stats/    Taurus Nifty 50 Index Fund Growth Option

Taurus Nifty 50 Index Fund Growth Option

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  • Index Funds
  • Index Funds
  • Rating 2
  • Plan
43.53 -0.19 (-0.44%) NAV as on 14 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4.81
  • CAGR 4.91%
  • Exit Load1.00%
  • Expense ratio1.04%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2010-06-19

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 15 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 0.21
  • 4.21%
View More

Risk & Volitility

  • Alpha -0.48%
  • Beta 0.96
  • Sharpe Ratio0.38
  • Std Deviation 12.54%
  • Tracking Error 1.61%

About Fund

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.

 

The Taurus Nifty 50 Index Fund Growth Option has an AUM of 4.81 crores & has delivered CAGR of 14.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.04%. The minimum investment in Taurus Nifty 50 Index Fund Growth Option 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, ICICI Bank, Reliance Industries & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Tobacco.

 

Some of the similar funds are Taurus Nifty 50 Index Fund Growth Option, Baroda BNP Paribas NIFTY Midcap 150 Index Fund Regular Growth, Bandhan Nifty 200 Quality 30 Index Fund Regular Growth, Bandhan Nifty 500 Value 50 Index Fund Regular Growth, UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth. Taurus Nifty 50 Index Fund Growth Option has a sharpe ratio of 0.38 & a standard deviation of 12.54%.

FAQs about Taurus Nifty 50 Index Fund Growth Option

According to the morning star rating Taurus Nifty 50 Index Fund Growth Option has a Moderate risk & Exceptional return.
Taurus Nifty 50 Index Fund Growth Option is managed by Anuj Kapil.
The expense ratio of Taurus Nifty 50 Index Fund Growth Option is 1.04%.
The 5 year annualized return on Taurus Nifty 50 Index Fund Growth Option is 14.20% & it has generated 4.91% in the last 1 year.
The minimum investment in Taurus Nifty 50 Index Fund Growth Option is 500 Rs.
Taurus Nifty 50 Index Fund Growth Option has an AUM of 4.81 crores.
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