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taurus largecap equity fund - direct plan-growth option
Taurus Largecap Equity Fund - Direct Plan-Growth Option

Taurus Largecap Equity Fund - Direct Plan-Growth Option

  • Very High Risk
  • Equity
  • Large-Cap
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NAV as on Dec 23, 2025
i
Price per unit of the scheme.
₹ 172.28000.23%1 Day Change
-0.26%
Minimum Investment₹500
Expense Ratio2.52%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
1
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Taurus Largecap Equity Fund - Direct Plan-Growth Option
VS
Equity: Large-Cap Average NAV
    Topper in Equity: Large-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE 100 India TR INR
    Expense Ratio
    2.52%
    Category Avg Expense Ratio
    0.87%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 52.30 Cr(As on Nov, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    104.00 %
    Exit Load
    1% if exited on or before365 days, Nil if exited after 365.

    bt_logoABOUT THE FUND

    Objective: The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies.

    Taurus Largecap Equity Fund - Direct Plan-Growth Option is an Equity - Large-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onDec 23, 2025 is ₹172.28. Its expense ratio is 2.52 %. The fund has an AUM of ₹52.30 Cr.The fund is managed byAnuj Kapil.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Anuj Kapil
    Anuj Kapil
    i
    Lead Fund Manager.
    Jun 13, 2023 - Present
    • Fund Manager Rank29Out of 29
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 1,020.69 Cr
    • Highest Return In 1 Yr11.27 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Ethical Fund-Direct Plan-Growth Option
    ₹ 147.25
    0.86%
    -%
    Very High Risk
    ₹365.51Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 235.64
    -1.48%
    -0.05%
    Very High Risk
    ₹365.35Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 172.28
    -0.26%
    0.44%
    Very High Risk
    ₹52.30Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 147.25
    • Fund Size₹365.51Cr
    Fund Return0.86%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 235.64
    • Fund Size₹365.35Cr
    Fund Return-1.48%
    Category Return-0.05%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 172.28
    • Fund Size₹52.30Cr
    Fund Return-0.26%
    Category Return0.44%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (98.00%)
    DEBT (-%)
    CASH (2.00%)
    Allocation by Market Cap
    Large Cap(89.69%)
    Mid Cap(3.94%)
    Industry Holdings
    • Banks Regional25.76%
    • Drug Manufacturers Specialty Generic10.83%
    • Tobacco8.17%
    • Oil Gas Refining Marketing7.96%
    • Information Technology Services5.56%
    • Auto Manufacturers5.54%
    Stock Holdings
    • HDFC Bank Ltd8.30%
    • ITC Ltd8.01%
    • State Bank of India6.14%
    • ICICI Bank Ltd5.96%
    • Reliance Industries Ltd5.49%
    • Bharti Airtel Ltd4.88%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -0.43
      This Fund
      VS
      0.00
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      85.40
      This Fund
      VS
      93.90
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.04
      This Fund
      VS
      1.00
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.55
      This Fund
      VS
      0.60
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.83
      This Fund
      VS
      0.96
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.72
      This Fund
      VS
      12.65
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Taurus Asset Management Company Limited
    Taurus Asset Management Company Limited manages assets worth ₹ 1,020.69 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.
    phone icon
    Phone
    +91 22 66242700
    mail icon
    Email
    customercare@taurusmutualfund.com
    aum
    AUM
    ₹ 1,020.69 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    Ground Floor, AML Centre-1, Mumbai,400 093

    bt_logoFAQ's

    What is the category of Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The category of Taurus Largecap Equity Fund - Direct Plan-Growth Option is Equity - Large-Cap
    What is the current NAV of Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The current NAV of Taurus Largecap Equity Fund - Direct Plan-Growth Option as on Dec 23, 2025 is ₹172.28
    How safe is Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The risk level of Taurus Largecap Equity Fund - Direct Plan-Growth Option is Very High.
    What are short term returns given by Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The return given by Taurus Largecap Equity Fund - Direct Plan-Growth Option in 1 month is -0.26%, 3 months is 2.92%, 6 months is 4.74%, and 1 year is 5.56%
    What are the long term returns given by Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The return given by Taurus Largecap Equity Fund - Direct Plan-Growth Option in 3 years is 16.38% and 5 years is 14.41%.
    What is the expense ratio of Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The expense ratio of Taurus Largecap Equity Fund - Direct Plan-Growth Option is 2.52%
    What is the AUM of Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The assets under Management (AUM) of Taurus Largecap Equity Fund - Direct Plan-Growth Option is Rs 52.30 crores.
    What is the minimum investment in Taurus Largecap Equity Fund - Direct Plan-Growth Option ?
    The minimum Lumpsum investment in Taurus Largecap Equity Fund - Direct Plan-Growth Option is ₹500.00 and the minimum SIP investment in Taurus Largecap Equity Fund - Direct Plan-Growth Option is ₹500.00
    What is the asset allocation of Taurus Largecap Equity Fund - Direct Plan-Growth Option?
    Taurus Largecap Equity Fund - Direct Plan-Growth Option has an exposure of 98.00% in Equity and 2.00% in Cash & Money Market Securities

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