Scheme Overview

Taurus Large Cap 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: BSE 100 TRI
Expense Ratio: 2.59% As on ( 30-04-2025)
Status: Open Ended
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 48.44 Cr As on ( 30-04-2025)
Turn over: 96
NAV as on 12-05-2025

153.48

5.26 ( 3.4272% )

CAGR Since Inception

10.79%

BSE 100 TRI

16.97%

PERFORMANCE of Taurus Large Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 12-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Large Cap Fund - Regular Plan - Growth 8.07 18.13 20.64 9.78 10.79
Benchmark - - - - -
Equity: Large Cap 10.91 18.48 22.24 12.36 13.68

Yearly Performance (%)

Fund Managers

Anuj Kapil

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 Large Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 Large Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Large Cap Fund - Regular Plan - Growth 15.42 0.48 -0.94 1.11 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Taurus Large Cap Fund - Regular Plan - Growth

Period :
Data as on - 12-05-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 8.07 20.43 18.13 20.64 9.78
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 29.13 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 17.8 24.39 22.32 23.14 12.1
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 15.27 20.45 19.13 22.06 13.92
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 15.02 22.34 0.0 0.0 0.0
Franklin India Bluechip Fund-Growth 01-12-1993 14.49 19.42 17.4 22.6 11.39
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 14.3 17.08 16.23 21.77 13.56
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 14.26 20.72 19.17 23.91 12.67
Kotak Bluechip Fund - Growth 29-12-1998 13.3 20.19 19.07 23.46 13.0
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 13.27 17.31 18.23 23.22 12.8

PORTFOLIO ANALYSIS of Taurus Large Cap Fund - Regular Plan - Growth

Asset Allocation (%)

Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.