Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk
Equity
Large-Cap

NAV as on Nov 26, 2025

Price per unit of the scheme.

₹ 172.97000.99%1 Day Change

1.15%

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.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

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

FUND 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.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Equity: Large-Cap Average NAV

Topper in Equity: Large-Cap

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN 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

FUND 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

₹ 51.63 Cr(As on Oct, 2025)

Inception Date

Jan 01, 2013

Turnover

104.00 %

Exit Load

1% if exited on or before365 days, Nil if exited after 365.

ABOUT 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 onNov 26, 2025 is ₹172.97. Its expense ratio is 2.52 %. The fund has an AUM of ₹51.63 Cr.The fund is managed byAnuj Kapil.
The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Anuj Kapil

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₹ 1,009.52 Cr
Highest Return In 1 Yr10.23 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Taurus Ethical Fund-Direct Plan-Growth Option

₹ 147.01

1.51%

Very High Risk

₹353.99Cr

Taurus Flexi Cap Fund - Direct Plan-Growth Option

₹ 239.52

0.39%

0.67%

Very High Risk

₹363.83Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹ 172.97

1.15%

1.27%

Very High Risk

₹51.63Cr

Taurus Ethical Fund-Direct Plan-Growth Option

Very High Risk

NAV₹ 147.01
Fund Size₹353.99Cr

Fund Return1.51%

Category Return--

Taurus Flexi Cap Fund - Direct Plan-Growth Option

Very High Risk

NAV₹ 239.52
Fund Size₹363.83Cr

Fund Return0.39%

Category Return0.67%

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV₹ 172.97
Fund Size₹51.63Cr

Fund Return1.15%

Category Return1.27%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Oct, 2025

EQUITY (98.50%)

DEBT (-%)

CASH (1.50%)

Allocation by Market Cap

Large Cap(89.44%)

Mid Cap(4.83%)

Industry Holdings

Stock Holdings

ITC Ltd8.43%
HDFC Bank Ltd8.25%
State Bank of India5.95%
ICICI Bank Ltd5.85%
Divi's Laboratories Ltd4.94%
Mahindra & Mahindra Ltd4.75%

PERFORMANCE 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.

HISTORICAL 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.
-0.36
This Fund
VS
-0.01
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.
85.55
This Fund
VS
93.89
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.
0.60
This Fund
VS
0.65
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.
0.92
This Fund
VS
1.04
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.
13.77
This Fund
VS
12.72
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth ₹ 1,009.52 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.

Phone

+91 22 66242700

customercare@taurusmutualfund.com

AUM

₹ 1,009.52 Cr (

As on Oct 31, 2025

)

Address

Ground Floor, AML Centre-1, Mumbai,400 093

FAQ'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 Nov 26, 2025 is ₹172.97

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 1.15%, 3 months is 5.55%, 6 months is 5.44%, and 1 year is 4.96%

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 14.31% and 5 years is 15.63%.

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 51.63 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 98.50% in Equity and 1.50% in Cash & Money Market Securities