Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

Fund House: Taurus Mutual Fund

Category: Equity: Large Cap

Status: Open Ended Schemes

Launch Date: 06-05-2008

Minimum Investment: 500.0

Asset Class: Equity

Minimum Topup: 500.0

Benchmark: BSE 100 TRI

Total Assets: 52.48 As on (31-12-2025)

Expense Ratio: 2.59% As on (31-12-2025)

Turn over: 81.00% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

NAV as on 30-01-2026

68.72

0.05

CAGR Since Inception

6.34%

BSE 100 TRI -0.01%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 7.49 15.99 13.46 8.72 6.34
Benchmark - - - - -
Equity: Large Cap 8.3 15.27 14.2 13.16 12.78

Funds Manager

RETURNS CALCULATORS for Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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PORTFOLIO ANALYSIS of Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Taurus Large Cap Reg IDCW Pay 06-05-2008 7.49 8.82 15.99 13.46 8.72
BANK OF INDIA Large Cap Fund Reg Plan Gr 24-06-2021 12.29 7.73 17.02 0.0 0.0
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 10.58 12.88 17.84 0.0 0.0
Nippon India Large Cap Fund Gr Gr 08-08-2007 10.51 11.51 19.11 19.65 15.33
ICICI Pru Large Cap Fund Gr 05-05-2008 10.35 10.98 17.86 17.46 15.2
Bandhan Large Cap Reg Gr 09-06-2006 10.0 10.38 17.43 14.63 13.64
Kotak Large Cap Fund Gr 29-12-1998 10.0 11.25 15.61 14.88 13.63
Groww Largecap Gr 10-02-2012 9.94 7.92 14.23 13.07 12.01
Mirae Asset Large Cap Gr 01-04-2008 9.93 9.84 13.39 13.24 14.03
Franklin India Large Cap Fund Gr 01-12-1993 9.8 10.93 14.97 13.86 12.1

Asset Allocation (%)

Key Performance and Risk Statistics of Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 15.42 0.68 -1.26 1.13 - -
Equity: Large Cap - - - - - -