Taurus Nifty 50 Index Fund Growth Option
- Index Funds
- Index Funds
- Very High Risk
Rating:
2
Key Metrics
Aum
₹6.65 Cr
Expense Ratio
1.12%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
19 Jun 2010
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -6.72% | -- |
| 3 Months | -6.43% | -- |
| 6 Months | -0.89% | -- |
| 1 Year | -9.7% | -9.7% |
| 2 Years | -- | -6.61% |
| 3 Years | +14.21% | +4.53% |
| 5 Years | +28.28% | +5.11% |
| Since Launch | +326.77% | +9.32% |
Holdings as on 5 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 0.65 | 9.76 |
| ICICI Bank | 0.63 | 9.36 |
| Reliance Industries | 0.52 | 7.75 |
| Bharti Airtel | 0.33 | 4.95 |
| Larsen & Toubro Ltd | 0.29 | 4.26 |
| State Bank of India | 0.27 | 3.94 |
| Infosys | 0.24 | 3.57 |
| AXIS Bank Ltd | 0.23 | 3.35 |
| Kotak Mahindra Bank | 0.19 | 2.77 |
| Mahindra & Mahindra Ltd | 0.18 | 2.63 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.16
Sharpe Ratio
13.46%
Std. Deviation
1.61%
Tracking Error
-0.48%
Alpha
0.96
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Taurus Nifty 50 Index Fund Growth Option | -9.7% | +4.53% | +5.11% |
| Kotak BSE Housing Index Fund Regular Growth | -10.59% | +5.19% | -- |
| Bandhan Nifty 200 Quality 30 Index Fund Regular Growth | -7.58% | -- | -- |
| Groww Nifty Next 50 Index Fund Regular Growth | +1.16% | -- | -- |
| Baroda BNP Paribas NIFTY Midcap 150 Index Fund Regular Growth | +1.05% | -- | -- |
Results are calculated on CAGR basis
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 6.65 crores & has delivered CAGR of 5.11 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.12%. 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 Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming, Auto & Truck Manufacturers.
Some of the similar funds are Taurus Nifty 50 Index Fund Growth Option, Kotak BSE Housing Index Fund Regular Growth, Bandhan Nifty 200 Quality 30 Index Fund Regular Growth, Groww Nifty Next 50 Index Fund Regular Growth, Baroda BNP Paribas NIFTY Midcap 150 Index Fund Regular Growth. Taurus Nifty 50 Index Fund Growth Option has a sharpe ratio of 0.16 & a standard deviation of 13.46%.
FAQs
According to the morning star rating Taurus Nifty 50 Index Fund Growth Option has a Medium risk & Moderate 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 1.12%.
The 5 year annualized return on Taurus Nifty 50 Index Fund Growth Option is 5.11% & it has generated -9.70% 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 6.65 crores.
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