Taurus Large Cap Fund - Direct Plan - Payout Of Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 2.41
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: BSE 100 TRI
Inception: 07-05-2008
Exit Load: Nil
Fund Size:₹52.55 Cr
Performance
1Y
Fund-7.70%
Cat. Avg.-4.85%
2Y
Fund-4.17%
Cat. Avg.-1.34%
3Y
Fund8.15%
Cat. Avg.9.56%
5Y
Fund6.68%
Cat. Avg.7.83%
10Y
Fund0.68%
Cat. Avg.12.01%
SI
Fund3.18%
Cat. Avg.10.59%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ITC Ltd. | 4.38 | 8.45% |
| 2 | Divi's Laboratories Ltd. | 3.96 | 7.63% |
| 3 | ICICI Bank Ltd. | 3.36 | 6.47% |
| 4 | HDFC Bank Ltd. | 3.34 | 6.44% |
| 5 | Bharti Airtel Ltd. | 2.37 | 4.56% |
| 6 | Mazagon Dock Shipbuilders Ltd. | 2.34 | 4.51% |
| 7 | Reliance Industries Ltd. | 2.22 | 4.27% |
| 8 | State Bank of India | 2.03 | 3.91% |
| 9 | Net Receivable / Payable | 2.00 | 3.86% |
| 10 | Advit Jewels Ltd. | 2.00 | 3.86% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56093 | -6.5% | -13.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -4.8% | -4.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.77 L. | -1.8% | -1.2% |
| 5Y | 08 Nov, 21 | 3 L. | 3.47 L. | +15.6% | +5.9% |
| 10Y | 07 Nov, 16 | 6 L. | 8.92 L. | +48.7% | +7.8% |
| SI | 07 Jan, 13 | 8.30 L. | 11.99 L. | +44.4% | +5.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 92296 | -7.7% | -7.7% |
| 2Y | 16 Oct, 24 | 1 L. | 91829 | -8.2% | -4.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.26 L. | +26.5% | +8.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.37 L. | +37.1% | +6.5% |
| 10Y | 17 Oct, 16 | 1 L. | 1.08 L. | +7.9% | +0.8% |
| SI | 03 Jan, 13 | 1 L. | 1.54 L. | +54.0% | +3.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.