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Taurus Large Cap Fund - Regular Plan - Growth
Taurus Large Cap Fund - Regular Plan - Growth
Category: Equity: Large Cap
Launch Date: 28-02-1995
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Anuj Kapil
Investment Objective
The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.
Benchmark
BSE 100 TRI
Expense Ratio
2.61% As on (31-10-2024)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
49.79 Cr As on (31-10-2024)
Nav Movement
RETURNS CALCULATOR for Taurus Large Cap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Taurus Large Cap Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Taurus Large Cap Fund - Regular Plan - Growth | 15.42 | 0.51 | 0.55 | 1.13 | - | - |
Equity: Large Cap | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
Banks | 25.15 |
IT - Software | 10.52 |
Automobiles | 7.79 |
Diversified FMCG | 5.38 |
N/A | 4.76 |
Power | 4.69 |
Petroleum Products | 4.44 |
Pharmaceuticals & Biotechnology | 4.27 |
Finance | 3.72 |
Construction | 3.68 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
HDFC Bank Ltd. | 9.4 |
State Bank of India | 5.41 |
ITC Ltd. | 5.38 |
HCL Technologies Ltd. | 5.02 |
ICICI Bank Ltd. | 4.99 |
Axis Bank Ltd. | 4.6 |
Mahindra & Mahindra Ltd. | 4.33 |
Larsen & Toubro Ltd. | 3.68 |
Infosys Ltd. | 3.47 |
Maruti Suzuki India Ltd. | 3.46 |