Sandbox
Taurus Large Cap Fund - Regular Plan - Growth
Category: Equity: Large Cap
Launch Date: 28-02-1995
AUM:
₹ 52.48 Cr
Expense Ratio
2.59%
Benchmark
BSE 100 TRI
ISIN
INF044D01773
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus Large Cap Fund - Regular Plan - Growth | 6.26 | 14.34 | 12.49 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
158.32
Last change
-0.36 (-0.2274%)
Fund Size (AUM)
₹ 52.48 Cr
Performance
10.65% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Scheme is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of Large-cap companies.
Fund Manager
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.15 |
| ITC LIMITED EQ NEW FV RE.1/- | 7.95 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 6.21 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 6.14 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.75 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.48 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.88 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.02 |
| Mazagon Dock Shipbuilders Limited | 3.51 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.4 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.26 |
| Oil, Gas & Consumable Fuels | 13.1 |
| Healthcare | 12.18 |
| Fast Moving Consumer Goods | 7.95 |
| Automobile and Auto Components | 5.57 |
| Information Technology | 5.47 |
| Telecommunication | 4.88 |
| Capital Goods | 3.51 |
| Power | 2.93 |
| Metals & Mining | 2.51 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Large Cap Reg Gr | 12.49 |
| ICICI Pru Large Cap Fund Gr | 16.54 |
| Franklin India Large Cap Fund Gr | 13.02 |
| BAJAJ FINSERV LARGE CAP FUND Reg Gr | 0.0 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| Bandhan Large Cap Reg Gr | 13.87 |
| SBI Large Cap FUND Reg PLAN Gr | 13.82 |
| Mirae Asset Large Cap Gr | 12.51 |
| Mahindra Manulife Large Cap Fund Reg Gr | 13.31 |
| Groww Largecap Gr | 12.03 |