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Taurus Large Cap Fund - Regular Plan - Growth

(Erstwhile Taurus Bonanza Fund- Regular Plan - Growth Option)

Category: Equity: Large Cap
Launch Date: 28-02-1995
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 2.59% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 48.44 Cr As on (30-04-2025)
Turn over: 96
NAV (₹): 155.02 ₹ -0.05 ( -0.0323%)
as on 19-05-2025
CAGR Since Inception - 10.82%
BSE 100 TRI - 17.2%

Fund Managers


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.

PERFORMANCE of Taurus Large Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 19-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Large Cap Fund - Regular Plan - Growth 6.1 17.99 21.51 9.46 10.82
Benchmark - - - - -
Equity: Large Cap 9.24 18.71 23.18 12.07 14.27

RETURNS CALCULATOR for Taurus Large Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 0.48 -0.94 1.11 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Large Cap Reg Gr 28-02-1995 6.1 20.91 17.99 21.51 9.46
Motilal Oswal Large Cap Reg Gr 06-02-2024 25.79 0.0 0.0 0.0 0.0
DSP Large Cap Fund Reg Gr 05-03-2003 16.39 24.89 22.68 24.18 11.73
Canara Robeco Bluechip Equity Reg Gr 05-08-2010 13.46 20.9 19.3 22.98 13.62
Franklin India BlueChip Gr 01-12-1993 12.78 19.92 17.69 23.44 11.07
Mirae Asset Large Cap Gr 01-04-2008 12.62 17.55 16.39 22.9 13.24
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 12.02 22.66 0.0 0.0 0.0
ABSL Frontline Equity Gr 05-08-2002 11.87 21.05 19.48 24.78 12.37
SBI Blue Chip Reg Gr 01-02-2006 11.6 17.96 18.37 24.5 12.59
ICICI Pru BlueChip Gr 05-05-2008 11.49 24.54 22.14 26.82 14.11

Asset Allocation (%)

PORTFOLIO ANALYSIS of Taurus Large Cap Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)