Taurus Large Cap Fund - Regular Plan - Growth
Category: Equity: Large Cap
Launch Date: 28-02-1995
AUM:
56.48 Cr
Expense Ratio
2.77%
Benchmark
BSE 100 TRI
ISIN
INF044D01773
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Anuj Kapil
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus Large Cap Fund - Regular Plan - Growth | 7.73 | 14.16 | 10.92 |
| 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
167.17
Last change
-0.62 (-0.3709%)
Fund Size (AUM)
₹ 56.48 Cr
Performance
10.64% (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
Mr. Anuj Kapil
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ITC LIMITED EQ NEW FV RE.1/- | 8.45 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 7.63 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.47 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.44 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.56 |
| Mazagon Dock Shipbuilders Limited | 4.51 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.27 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.91 |
| Net Receivable / Payable | 3.86 |
| Advit Jewels Ltd. | 3.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.75 |
| Fast Moving Consumer Goods | 10.13 |
| Healthcare | 9.24 |
| Automobile and Auto Components | 6.99 |
| Capital Goods | 6.31 |
| Oil, Gas & Consumable Fuels | 6.25 |
| Information Technology | 6.24 |
| Power | 4.9 |
| Telecommunication | 4.56 |
| Consumer Durables | 2.97 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Large Cap Reg Gr | 10.92 |
| Quant Large Cap Fund Gr Reg Plan | 0.0 |
| Bank Of India Large Cap Fund Reg Plan Gr | 10.06 |
| Invesco India Large Cap Gr | 11.48 |
| Tata Large Cap Reg Gr | 10.26 |
| Bajaj Finserv Large Cap Fund Reg Gr | 0.0 |
| JM Large Cap Gr | 11.09 |
| Baroda BNP Paribas Large Cap Fund Gr | 11.15 |
| Bandhan Large Cap Reg Gr | 10.96 |
| SBI Large Cap Fund Reg Plan Gr | 10.18 |