Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
(Erstwhile Taurus Bonanza Fund- Regular Plan - Dividend Option)
Fund House: Taurus Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 06-05-2008 |
| Asset Class: Equity |
| Benchmark: BSE 100 |
| TER: 2.62% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 48.77 Cr As on (30-06-2024) |
| Turn over: 96% | Exit Load: Exit load of 1% if redeemed within 365 days. |
69.88
0.2 (0.2862%)
7.07%
Benchmark: 16.2%
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
0 Years 0 Months
0 Years 0 Months
6 Years 0 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.42 |
| Sharpe Ratio | 0.68 |
| Alpha | -1.26 |
| Beta | 1.13 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.74%
Others
133.79%
Large Cap
86.68%
Mid Cap
4.77%
