Taurus Nifty 50 Index Fund - Direct (G)
Index FundNAV
50.42(0.91%)Fund Size (CR)
₹5.65Expense Ratio
0.8Scheme Type
Passive FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹1Exit Load
1%Return Since Launch
12.71%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Anuj Kapil
Bench Mark
Nifty 50 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 | 6 June 2025 | 9886.37 | -1.14% | - | -0.74% | 805/1115 |
| 1 Month | 13 May 2025 | 10077.39 | 0.77% | - | 2.48% | 821/1101 |
| 3 Month | 13 March 2025 | 11048.80 | 10.49% | - | 10.66% | 546/1060 |
| 6 Month | 13 December 2024 | 10002.80 | 0.03% | - | -0.11% | 506/972 |
| 1 Year | 13 June 2024 | 10583.27 | 5.83% | 5.83% | 5.64% | 495/786 |
| 3 Year | 13 June 2022 | 15799.26 | 57.99% | 16.45% | 17.46% | 218/318 |
| 5 Year | 12 June 2020 | 25337.74 | 153.38% | 20.41% | 21.22% | 78/120 |
| Since Inception | 3 January 2013 | 44372.71 | 343.73% | 12.71% | 9.63% | 348/1123 |
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 July 2024 | 1,20,000 | 124325.20 | 3.60% | 3.60% |
| 3 Year | 1 July 2022 | 3,60,000 | 438374.85 | 21.77% | 6.79% |
| 5 Year | 1 July 2020 | 6,00,000 | 852913.92 | 42.15% | 7.29% |
| 10 Year | 1 July 2015 | 12,00,000 | 2486636.25 | 107.22% | 7.56% |
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
3.76%
Standard Deviation
0.99%
Beta
0.64%
Sharpe Ratio
0.01%
Treynor's Ratio
-0.80%
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 | 13.12% | 3813 | 0.74 | Equity | Banks |
| ICICI Bank | 9.05% | 3540 | 0.51 | Equity | Banks |
| Reliance Industr | 8.53% | 3396 | 0.48 | Equity | Refineries |
| Infosys | 4.98% | 1803 | 0.28 | Equity | IT - Software |
| Bharti Airtel | 4.43% | 1351 | 0.25 | Equity | Telecomm-Service |
| Larsen & Toubro | 3.83% | 589 | 0.22 | Equity | Infrastructure Developers & Operators |
| ITC | 3.45% | 4672 | 0.20 | Equity | Tobacco Products |
| TCS | 3.14% | 512 | 0.18 | Equity | IT - Software |
| Axis Bank | 3.02% | 1431 | 0.17 | Equity | Banks |
| St Bk of India | 2.77% | 1931 | 0.16 | Equity | Banks |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Nifty 50 Index Fund - Direct (G) | 5.65 | 0.77% | 10.49% | 0.03% | 5.83% | 16.45% | |
| Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) | 55.39 | 6.32% | 22.56% | 11.27% | 22.54% | - | |
| Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW) | 55.39 | 6.32% | 22.56% | 11.27% | 22.54% | - | |
| Tata Nifty MidSmall Healthcare Index Fund-Dir (G) | 136.35 | 3.64% | 12.24% | -1.02% | 19.51% | - | |
| Tata Nifty MidSmall Healthcare Index Fund-Dir (IDCW) | 136.35 | 3.64% | 12.24% | -1.02% | 19.51% | - | |
| Tata Nifty MidSmall Healthcare Index Fund-Dir (IDCW) RI | 136.35 | 3.64% | 12.24% | -1.02% | 19.51% | - |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Mid Cap Fund | Equity | Very High | -1.96% | 1 | ₹128.00 |
| Taurus Ethical Fund | Equity | Very High | 0.49% | 0 | ₹303.25 |
| Taurus Large Cap Fund | Equity | Very High | 2.26% | 1 | ₹49.31 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 10.73% | 2 | ₹12.10 |
| Taurus Flexi Cap Fund | Equity | Very High | -0.73% | 2 | ₹356.88 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 9.02% | 4 | ₹78.50 |
| Taurus Nifty 50 Index Fund | Other | Very High | 5.83% | 2 | ₹5.65 |
| Taurus Infrastructure Fund | Equity | Very High | -2.67% | 1 | ₹9.31 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹5.65
Taurus Nifty 50 Index Fund - Direct (G) is an Index 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 ₹5.65 (Cr), as of 16 June 2025, Taurus Nifty 50 Index Fund - Direct (G) is categorized as a Index Fund within its segment. The fund has generated a return of 12.71% since its launch.
The current NAV of Taurus Nifty 50 Index Fund - Direct (G) is ₹50.42, as on 16 June 2025. The fund's benchmark index is Nifty 50 TRI. You can invest in Taurus Nifty 50 Index Fund - Direct (G) 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% - If exited on or before 365 days. Nil - If exited after 365 days. The fund has generated 16.45% and 20.41% 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 99.32% in Equity, 0.68% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 31.14% in Banks, 11.90% in IT-Software, 8.12% in Petroleum Products, 7.02% in Automobiles, 5.47% in Diversified FMCG
FAQs
How to Invest in Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?
Taurus Nifty 50 Index Fund - Direct (G) is a popular fund in the Index Fund segment. The fund has generated a return of 12.71% since inception. Looking to invest in Taurus Nifty 50 Index Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Nifty 50 Index Fund - Direct (G) 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 Nifty 50 Index Fund - Direct (G)
- 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 Nifty 50 Index Fund - Direct (G) today and reap the benefits of this Index Fund fund!
How much returns has Taurus Nifty 50 Index Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?
What is the AUM of Taurus Nifty 50 Index Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Taurus Nifty 50 Index Fund - Direct (G) Direct Growth?
Redeeming or selling units of Taurus Nifty 50 Index Fund - Direct (G) 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 Nifty 50 Index Fund - Direct (G):
- 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 Nifty 50 Index Fund - Direct (G)).
- 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).