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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4.81 Cr As on 31-12-2024(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.

44.2804

10.73%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 7.76 13.47 9.6 14.31 10.58
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 33.29 39.76 16.58 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 31.26 25.84 14.38 - -
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 26.39 31.28 - - -
Navi Nifty India Manufacturing Index Fund- Regular Plan- Growth 26-08-2022 21.04 26.84 - - -
ICICI Prudential Nifty Auto Index Fund - Growth 11-10-2022 20.79 33.07 - - -
Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth 26-10-2020 20.23 24.2 14.26 - -
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 10-07-2023 20.01 - - - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 18.87 24.5 15.08 - -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 18.79 24.53 14.88 17.69 -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.64%

Large Cap

98.09%

Mid Cap

1.27%

Scheme Documents

There are no scheme documents available

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