Taurus Nifty 50 Index Fund - Regular Plan - Growth
Fund House: Taurus Mutual Fund| Category: Index Fund |
| Launch Date: 19-06-2010 |
| Asset Class: Equity |
| Benchmark: NIFTY 50 TRI |
| TER: 1.04% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4.68 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 11% | Exit Load: 0.5% if exited on or before 7 days, Nil if exited after 7 days. Switch: w.e.f. 01/03/2018 Equity to Equity Relevant exit load applicable. |
44.3447
-0.32 (-0.7203%)
10.93%
Benchmark: 13.99%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 7 Months
13 Years 6 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The objective of the scheme is to replicate the S&P CNX Nifty Index by investing in securities of the CNX Nifty Index in the same proportion/weightage.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.14 |
| Sharpe Ratio | 0.62 |
| Alpha | -2.52 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus Nifty 50 Index Fund - Regular Plan - Growth | 19-06-2010 | 17.82 | 13.03 | 9.49 | 14.87 | 10.86 |
| ICICI Prudential Nifty Next 50 Index Fund - Growth | 05-06-2010 | 42.75 | 25.4 | 15.24 | 18.67 | 13.69 |
| DSP Nifty Next 50 Index Fund - Regular Plan - Growth | 01-02-2019 | 42.55 | 25.5 | 15.43 | 18.82 | - |
| UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | 05-06-2018 | 42.53 | 25.24 | 15.15 | 18.77 | - |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 05-05-2021 | 42.48 | 25.22 | 15.12 | - | - |
| HDFC NIFTY Next 50 Index Fund - Growth Option | 05-11-2021 | 42.43 | 25.11 | 14.92 | - | - |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | 03-03-2021 | 42.39 | 25.12 | 15.31 | - | - |
| HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth | 16-04-2020 | 42.27 | 25.06 | 14.91 | - | - |
| Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 05-12-2019 | 42.1 | 25.0 | 14.92 | - | - |
| Axis Nifty Next 50 Index Fund - Regular Plan - Growth | 28-01-2022 | 42.09 | 24.94 | - | - | - |
Scheme Characteristics
Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
0.74%
Large Cap
99.26%
