Taurus Large Cap Fund - Direct (IDCW)
Large Cap FundNAV
73.94(-0.04%)Fund Size (CR)
₹49.31Expense Ratio
2.41Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹1Exit Load
1%Return Since Launch
11.00%
- 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 | 23 June 2025 | 10209.80 | 2.10% | - | 2.41% | 129/152 |
| 1 Month | 30 May 2025 | 10307.97 | 3.08% | - | 3.44% | 115/152 |
| 3 Month | 28 March 2025 | 10871.55 | 8.72% | - | 8.95% | 94/152 |
| 6 Month | 30 December 2024 | 10287.90 | 2.88% | - | 5.38% | 135/150 |
| 1 Year | 28 June 2024 | 10365.75 | 3.66% | 3.66% | 5.14% | 98/146 |
| 3 Year | 30 June 2022 | 17670.81 | 76.71% | 20.88% | 20.30% | 45/134 |
| 5 Year | 30 June 2020 | 24444.82 | 144.45% | 19.56% | 21.16% | 93/120 |
| Since Inception | 3 January 2013 | 36837.86 | 268.38% | 11.00% | 14.32% | 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 | 1 July 2024 | 1,30,000 | 299164.22 | 130.13% | 130.13% |
| 3 Year | 1 July 2022 | 3,70,000 | 1046521.39 | 182.84% | 41.42% |
| 5 Year | 1 July 2020 | 6,10,000 | 2007864.20 | 229.16% | 26.91% |
| 10 Year | 1 July 2015 | 12,10,000 | 4371481.33 | 261.28% | 13.71% |
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
4.76%
Standard Deviation
1.13%
Beta
0.64%
Sharpe Ratio
-0.00%
Treynor's Ratio
2.19%
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 |
|---|---|---|---|---|---|
| ITC | 8.77% | 103545 | 4.33 | Equity | Tobacco Products |
| HDFC Bank | 8.50% | 21562 | 4.19 | Equity | Banks |
| ICICI Bank | 6.58% | 22452 | 3.25 | Equity | Banks |
| M & M | 5.75% | 9520 | 2.84 | Equity | Automobile |
| I O C L | 5.65% | 196230 | 2.79 | Equity | Refineries |
| St Bk of India | 5.40% | 32804 | 2.67 | Equity | Banks |
| Reliance Industr | 4.65% | 16131 | 2.29 | Equity | Refineries |
| Eternal Ltd | 4.05% | 83623 | 2.00 | Equity | E-Commerce/App based Aggregator |
| Axis Bank | 3.62% | 14966 | 1.78 | Equity | Banks |
| Power Grid Corpn | 3.42% | 58197 | 1.69 | Equity | Power Generation & Distribution |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Mid Cap Fund | Equity | Very High | 0.85% | 1 | ₹128.00 |
| Taurus Ethical Fund | Equity | Very High | 2.85% | 0 | ₹303.25 |
| Taurus Large Cap Fund | Equity | Very High | 3.64% | 1 | ₹49.31 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 10.23% | 2 | ₹12.10 |
| Taurus Nifty 50 Index Fund | Other | Very High | 6.64% | 2 | ₹5.65 |
| Taurus Infrastructure Fund | Equity | Very High | -0.85% | 1 | ₹9.31 |
| Taurus Flexi Cap Fund | Equity | Very High | 0.11% | 2 | ₹356.88 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 10.96% | 4 | ₹78.50 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹49.31
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 ₹49.31 (Cr), as of 1 July 2025, Taurus Large Cap Fund - Direct (IDCW) is categorized as a Large Cap Fund within its segment. The fund has generated a return of 11.00% since its launch.
The current NAV of Taurus Large Cap Fund - Direct (IDCW) is ₹73.94, as on 1 July 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 20.88% and 19.56% 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 97.24% in Equity, 2.03% in Debt and 0.73% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 27.84% in Banks, 8.85% in Petroleum Products, 8.17% in Automobiles, 5.82% in Retailing, 5.28% in Pharmaceuticals & Biotech
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 11.00% 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).