Taurus Large Cap Fund - Direct (IDCW)
Large Cap FundNAV
69.61(1.56%)Fund Size (CR)
₹46.92Expense Ratio
2.34Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
10.64%
- 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 | 9 April 2025 | 10638.85 | 6.39% | - | 6.06% | 36/152 |
| 1 Month | 17 March 2025 | 10642.10 | 6.42% | - | 6.36% | 47/150 |
| 3 Month | 17 January 2025 | 10066.52 | 0.67% | - | 1.10% | 109/150 |
| 6 Month | 17 October 2024 | 9367.51 | -6.32% | - | -5.44% | 99/150 |
| 1 Year | 16 April 2024 | 10561.37 | 5.61% | 5.61% | 7.76% | 105/146 |
| 3 Year | 13 April 2022 | 14287.77 | 42.88% | 12.57% | 13.57% | 91/134 |
| 5 Year | 17 April 2020 | 24851.82 | 148.52% | 19.96% | 21.39% | 87/120 |
| Since Inception | 3 January 2013 | 34666.52 | 246.67% | 10.64% | 13.49% | 136/152 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 2 May 2024 | 1,20,000 | 262010.56 | 118.34% | 118.34% |
| 3 Year | 2 May 2022 | 3,60,000 | 987487.43 | 174.30% | 39.98% |
| 5 Year | 4 May 2020 | 6,00,000 | 1934188.55 | 222.36% | 26.38% |
| 10 Year | 4 May 2015 | 12,00,000 | 4100075.96 | 241.67% | 13.07% |
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
4.88%
Standard Deviation
1.11%
Beta
0.42%
Sharpe Ratio
-0.00%
Treynor's Ratio
-0.83%
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 | 8.40% | 21562 | 3.94 | Equity | Banks |
| ICICI Bank | 6.45% | 22452 | 3.03 | Equity | Banks |
| M & M | 5.41% | 9520 | 2.54 | Equity | Automobile |
| St Bk of India | 5.39% | 32804 | 2.53 | Equity | Banks |
| I O C L | 4.47% | 164230 | 2.10 | Equity | Refineries |
| Reliance Industr | 4.38% | 16131 | 2.06 | Equity | Refineries |
| ITC | 4.33% | 49580 | 2.03 | Equity | Tobacco Products |
| Power Grid Corpn | 3.60% | 58197 | 1.69 | Equity | Power Generation & Distribution |
| Eternal Ltd | 3.59% | 83623 | 1.69 | Equity | E-Commerce/App based Aggregator |
| Axis Bank | 3.51% | 14966 | 1.65 | Equity | Banks |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Large Cap Fund - Direct (IDCW) | 46.92 | 6.42% | 0.67% | -6.32% | 5.61% | 12.57% | |
| Motilal Oswal Large Cap Fund - Direct (G) | 1919.37 | 6.59% | 2.03% | 1.98% | 26.52% | - | |
| Motilal Oswal Large Cap Fund - Direct (IDCW) | 1919.37 | 6.59% | 2.03% | 1.98% | 26.52% | - | |
| DSP Top 100 Equity Fund - Direct (G) | 5070.17 | 6.39% | 4.16% | -1.26% | 16.99% | 18.43% | |
| DSP Top 100 Equity Fund - Direct (IDCW) | 5070.17 | 6.39% | 3.54% | -1.84% | 16.30% | 18.20% | |
| WhiteOak Capital Large Cap Fund - Direct (G) | 776.97 | 6.58% | 1.98% | -3.14% | 13.57% | - |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | Equity | Very High | 5.61% | 1 | ₹46.92 |
| Taurus Mid Cap Fund | Equity | Very High | -1.63% | 1 | ₹114.44 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 13.38% | 2 | ₹11.11 |
| Taurus Ethical Fund | Equity | Very High | 1.91% | 0 | ₹274.31 |
| Taurus Infrastructure Fund | Equity | Very High | 0.14% | 1 | ₹8.54 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 9.66% | 4 | ₹75.65 |
| Taurus Nifty 50 Index Fund | Other | Very High | 7.85% | 0 | ₹5.39 |
| Taurus Flexi Cap Fund | Equity | Very High | 3.95% | 2 | ₹337.97 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹46.92
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 ₹46.92 (Cr), as of 17 April 2025, Taurus Large Cap Fund - Direct (IDCW) is categorized as a Large Cap Fund within its segment. The fund has generated a return of 10.64% since its launch.
The current NAV of Taurus Large Cap Fund - Direct (IDCW) is ₹69.61, as on 17 April 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 12.57% and 19.96% 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 97.18% in Equity, 2.82% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 25.18% in Banks, 8.62% in Petroleum Products, 8.41% in Automobiles, 5.89% in Retailing, 5.67% in Debt
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 10.64% 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).