Taurus Largecap Equity 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: S&P BSE 100 TRI
Expense Ratio: 2.61% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 35.79 Cr As on (31-08-2022)
Turn over: 112
NAV as on 03-10-2022

104.86

-2.03 (-1.9359%)

CAGR Since Inception

10.34%

S&P BSE 100 TRI 8.96%

PERFORMANCE of Taurus Largecap Equity Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 03-10-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Largecap Equity Fund - Regular Plan - Growth 1.92 12.67 7.93 9.56 10.34
S&P BSE 100 TRI -1.71 8.24 8.18 11.0 8.96
Equity: Large Cap -3.56 14.04 10.31 12.5 12.17

Yearly Performance (%)

Nav Movement

Fund Managers

Ankit Tikmany

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.

RETURNS CALCULATOR for Taurus Largecap Equity 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.

Riskometer

Key Performance and Risk Statistics of Taurus Largecap Equity Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Largecap Equity Fund - Regular Plan - Growth 14.09 0.62 -2.49 0.94 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Taurus Largecap Equity Fund - Regular Plan - Growth

Period
Data as on - 03-10-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Largecap Equity Fund - Regular Plan - Growth 28-02-1995 1.92 20.61 12.67 7.93 9.56
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 4.29 31.84 16.27 11.57 14.18
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 0.84 27.53 13.9 10.31 12.41
ICICI Prudential Bluechip Fund - Growth 05-05-2008 0.57 25.31 15.97 11.53 13.93
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 -1.55 16.84 13.22 9.17 10.73
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 -2.26 24.31 14.95 10.68 14.39
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 -2.5 23.9 15.35 9.69 13.61
IDBI India Top 100 Equity Fund Growth 15-05-2012 -2.94 23.8 16.26 10.24 12.86
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth 01-10-2020 -2.95 0.0 0.0 0.0 0.0
IDFC Large Cap Fund - Regular Plan - Growth 09-06-2006 -2.98 18.51 14.41 9.99 11.18

PORTFOLIO ANALYSIS of Taurus Largecap Equity Fund - Regular Plan - Growth

Asset Allocation (%)