Taurus Large Cap Fund - Direct (IDCW)
Large Cap FundNAV
65.17(-0.11%)Fund Size (CR)
₹44.07Expense Ratio
2.37Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
10.15%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Anuj Kapil
Bench Mark
BSE 100 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 4 March 2025 | 10168.33 | 1.68% | - | 1.58% | 56/150 |
| 1 Month | 11 February 2025 | 9756.24 | -2.44% | - | -2.85% | 46/150 |
| 3 Month | 11 December 2024 | 8738.27 | -12.62% | - | -11.51% | 108/150 |
| 6 Month | 11 September 2024 | 8832.92 | -11.67% | - | -11.86% | 76/150 |
| 1 Year | 11 March 2024 | 9869.89 | -1.30% | -1.30% | 1.39% | 107/146 |
| 3 Year | 11 March 2022 | 14481.68 | 44.82% | 13.12% | 13.16% | 63/134 |
| 5 Year | 11 March 2020 | 20684.83 | 106.85% | 15.64% | 17.28% | 93/120 |
| Since Inception | 3 January 2013 | 32490.21 | 224.90% | 10.15% | 12.83% | 132/150 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 April 2024 | 1,20,000 | 245687.85 | 104.74% | 104.74% |
| 3 Year | 1 April 2022 | 3,60,000 | 933109.03 | 159.20% | 37.37% |
| 5 Year | 1 April 2020 | 6,00,000 | 1846699.89 | 207.78% | 25.21% |
| 10 Year | 1 April 2015 | 12,00,000 | 3839501.84 | 219.96% | 12.33% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
4.85%
Standard Deviation
1.13%
Beta
0.38%
Sharpe Ratio
-0.03%
Treynor's Ratio
-0.21%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| HDFC Bank | 8.47% | 21562 | 3.73 | Equity | Banks |
| ICICI Bank | 6.13% | 22452 | 2.70 | Equity | Banks |
| M & M | 5.58% | 9520 | 2.46 | Equity | Automobile |
| St Bk of India | 5.12% | 32804 | 2.26 | Equity | Banks |
| ITC | 4.44% | 49580 | 1.96 | Equity | Tobacco Products |
| Reliance Industr | 4.39% | 16131 | 1.94 | Equity | Refineries |
| I O C L | 4.23% | 164230 | 1.86 | Equity | Refineries |
| Zomato Ltd | 4.21% | 83623 | 1.85 | Equity | E-Commerce/App based Aggregator |
| Axis Bank | 3.45% | 14966 | 1.52 | Equity | Banks |
| Infosys | 3.00% | 7839 | 1.32 | Equity | IT - Software |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Large Cap Fund - Direct (IDCW) | 44.07 | -2.44% | -12.62% | -11.67% | -1.30% | 13.12% | |
| Motilal Oswal Large Cap Fund - Direct (G) | 1680.68 | -2.35% | -7.53% | -2.62% | 21.54% | - | |
| Motilal Oswal Large Cap Fund - Direct (IDCW) | 1680.68 | -2.35% | -7.53% | -2.62% | 21.54% | - | |
| DSP Top 100 Equity Fund - Direct (IDCW) | 4519.34 | -1.73% | -7.81% | -7.77% | 11.00% | 17.92% | |
| DSP Top 100 Equity Fund - Direct (G) | 4519.34 | -1.73% | -7.81% | -7.77% | 11.00% | 17.92% | |
| WhiteOak Capital Large Cap Fund - Direct (G) | 685.96 | -2.14% | -11.58% | -9.36% | 7.73% | - |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | Equity | Very High | -1.31% | 1 | ₹44.07 |
| Taurus Mid Cap Fund | Equity | Very High | -7.25% | 1 | ₹105.98 |
| Taurus Banking & Financial Services Fund | Equity | Very High | -0.04% | 2 | ₹10.24 |
| Taurus Ethical Fund | Equity | Very High | -0.65% | 0 | ₹251.45 |
| Taurus Infrastructure Fund | Equity | Very High | -1.88% | 1 | ₹7.92 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 3.75% | 4 | ₹72.17 |
| Taurus Nifty 50 Index Fund | Other | Very High | 0.92% | 0 | ₹4.81 |
| Taurus Flexi Cap Fund | Equity | Very High | -1.88% | 2 | ₹320.80 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹44.07
Taurus Large Cap Fund - Direct (IDCW) is an Large Cap Fund-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in 1 January 2013, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹44.07 (Cr), as of 12 March 2025, Taurus Large Cap Fund - Direct (IDCW) is categorized as a Large Cap Fund within its segment. The fund has generated a return of 10.15% since its launch.
The current NAV of Taurus Large Cap Fund - Direct (IDCW) is ₹65.17, as on 12 March 2025. The fund's benchmark index is BSE 100 TRI. You can invest in Taurus Large Cap Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If exited on or before 365 days. Nil - If exited after 365 days. The fund has generated 13.12% and 15.64% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 92.29% in Equity, 5.67% in Debt and 2.04% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 24.01% in Banks, 8.90% in Automobiles, 8.00% in Petroleum Products, 7.19% in IT-Software, 5.19% in Power
FAQs
How to Invest in Taurus Large Cap Fund - Direct (IDCW) Direct Growth?
Taurus Large Cap Fund - Direct (IDCW) is a popular fund in the Large Cap Fund segment. The fund has generated a return of 10.15% since inception. Looking to invest in Taurus Large Cap Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Large Cap Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Taurus Large Cap Fund - Direct (IDCW)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Taurus Large Cap Fund - Direct (IDCW) today and reap the benefits of this Large Cap Fund fund!
How much returns has Taurus Large Cap Fund - Direct (IDCW) Direct Growth generated?
What is the expense ratio of Taurus Large Cap Fund - Direct (IDCW) Direct Growth?
What is the AUM of Taurus Large Cap Fund - Direct (IDCW) Fund Direct Growth?
How to redeem or withdraw money from Taurus Large Cap Fund - Direct (IDCW) Direct Growth?
Redeeming or selling units of Taurus Large Cap Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Taurus Large Cap Fund - Direct (IDCW):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Taurus Large Cap Fund - Direct (IDCW)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).