Taurus Nifty 50 Index Fund - Direct (G)
Index FundNAV
51.33(-0.47%)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
12.92%
- 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 | 2 July 2025 | 10010.75 | 0.11% | - | 0.03% | 564/1143 |
| 1 Month | 9 June 2025 | 10163.97 | 1.64% | - | 0.56% | 164/1115 |
| 3 Month | 9 April 2025 | 11413.87 | 14.14% | - | 11.58% | 435/1079 |
| 6 Month | 9 January 2025 | 10871.05 | 8.71% | - | 5.52% | 139/986 |
| 1 Year | 9 July 2024 | 10469.53 | 4.70% | 4.70% | 4.51% | 470/784 |
| 3 Year | 8 July 2022 | 15744.70 | 57.45% | 16.30% | 17.19% | 224/318 |
| 5 Year | 9 July 2020 | 24225.11 | 142.25% | 19.35% | 20.17% | 73/120 |
| Since Inception | 3 January 2013 | 45796.29 | 357.96% | 12.92% | 10.32% | 378/1143 |
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 August 2024 | 1,20,000 | 125946.97 | 4.96% | 4.96% |
| 3 Year | 1 August 2022 | 3,60,000 | 440032.34 | 22.23% | 6.92% |
| 5 Year | 3 August 2020 | 6,00,000 | 853223.73 | 42.20% | 7.30% |
| 10 Year | 3 August 2015 | 12,00,000 | 2509227.06 | 109.10% | 7.66% |
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
3.64%
Standard Deviation
0.99%
Beta
0.87%
Sharpe Ratio
0.01%
Treynor's Ratio
-0.91%
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 | 13.13% | 3747 | 0.75 | Equity | Banks |
| ICICI Bank | 8.80% | 3478 | 0.50 | Equity | Banks |
| Reliance Industr | 8.77% | 3338 | 0.50 | Equity | Refineries |
| Infosys | 4.97% | 1773 | 0.28 | Equity | IT - Software |
| Bharti Airtel | 4.65% | 1323 | 0.27 | Equity | Telecomm-Service |
| Larsen & Toubro | 3.71% | 578 | 0.21 | Equity | Infrastructure Developers & Operators |
| ITC | 3.35% | 4588 | 0.19 | Equity | Tobacco Products |
| TCS | 3.05% | 503 | 0.17 | Equity | IT - Software |
| Axis Bank | 2.95% | 1407 | 0.17 | Equity | Banks |
| Kotak Mah. Bank | 2.75% | 725 | 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 | 1.64% | 14.14% | 8.71% | 4.70% | 16.30% | |
| Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) | 55.39 | -1.75% | 18.74% | 20.53% | 21.41% | - | |
| Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW) | 55.39 | -1.75% | 18.74% | 20.53% | 21.40% | - | |
| Tata Nifty MidSmall Healthcare Index Fund-Dir (G) | 136.35 | 3.72% | 12.73% | -0.68% | 18.48% | - | |
| Tata Nifty MidSmall Healthcare Index Fund-Dir (IDCW) | 136.35 | 3.72% | 12.73% | -0.68% | 18.48% | - | |
| Tata Nifty MidSmall Healthcare Index Fund-Dir (IDCW) RI | 136.35 | 3.72% | 12.73% | -0.68% | 18.48% | - |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Mid Cap Fund | Equity | Very High | -0.71% | 1 | ₹133.42 |
| Taurus Large Cap Fund | Equity | Very High | 0.5% | 2 | ₹50.80 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 4.82% | 4 | ₹80.98 |
| Taurus Ethical Fund | Equity | Very High | -0.41% | 0 | ₹321.70 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 7.59% | 2 | ₹12.30 |
| Taurus Flexi Cap Fund | Equity | Very High | -3.18% | 2 | ₹366.04 |
| Taurus Nifty 50 Index Fund | Other | Very High | 4.7% | 2 | ₹5.71 |
| Taurus Infrastructure Fund | Equity | Very High | -3.48% | 1 | ₹9.75 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹5.71
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 ₹5.71 (Cr), as of 10 July 2025, Taurus Nifty 50 Index Fund - Direct (G) is categorized as a Index Fund within its segment. The fund has generated a return of 12.92% since its launch.
The current NAV of Taurus Nifty 50 Index Fund - Direct (G) is ₹51.33, as on 10 July 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 16.30% and 19.35% 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 99.49% in Equity, 0.51% 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 12.92% 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).