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Fincash » Mutual Funds » Taurus Largecap Equity Fund

Taurus Largecap Equity Fund - G

NAV  ₹155.02 ↓ -0.05  (-0.03 %) as on 19 May 25

(Erstwhile Taurus Bonanza Fund)

Scheme Objective

Taurus Bonanza Fund is an open-end growth scheme. The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments that offer scope for long-term capital appreciation. The Fund will also be invested in debt and money market instruments.

Taurus Largecap Equity Fund is a Equity - Large Cap fund launched on 28 Feb 95. It is a fund with Moderately High risk and has given a CAGR return of 10.8% since its launch.  Ranked 67 in Large Cap category.  Return for 2024 was 18% , 2023 was 21.8% and 2022 was 6.7% .

Below is the key information for Taurus Largecap Equity Fund

NAV as on 19 May 25₹155.02 ↓ -0.05  (-0.03 %)
Net Assets (AUM) as on 30 Apr 2025 ₹48 Cr.
Launch Date28 Feb 1995
CategoryEquity - Large Cap
Rating
TypeOpen Ended Fund
RiskModerately High
AMCTaurus Asset Management Company Limited
Alpha Ratio-4.09
Expense Ratio2.62 %
Sharpe Ratio-0.12
Information Ratio-0.16
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹1,000
Exit Load 0-7 Days (0.5%),7 Days and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 3.7%
3 Month 8.7%
6 Month 2.1%
1 Year 6.1%
3 Year 18%
5 Year 21.5%
10 Year
15 Year
Since launch 10.8%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 18%
2023 21.8%
2022 6.7%
2021 18%
2020 10.2%
2019 8.5%
2018 -6.2%
2017 25.6%
2016 -1.6%

Growth of 10k Over Years

DateValue
30 Apr 20₹10,000
30 Apr 21₹13,819
30 Apr 22₹16,228
30 Apr 23₹16,384
30 Apr 24₹22,850
30 Apr 25₹23,696

Asset Allocation

Asset ClassValue
Cash2.82%
Equity97.18%

Sector Allocation

SectorValue
Financial Services34.43%
Consumer Cyclical17.52%
Energy13.81%
Consumer Defensive7.15%
Technology6.46%
Health Care5.28%
Utility4.86%
Industrials3.01%
Real Estate2.64%
Communication Services2.04%

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
Banks - Regional8%₹4 Cr21,562
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
Banks - Regional6%₹3 Cr22,452
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
Auto Manufacturers5%₹3 Cr9,520
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
Banks - Regional5%₹3 Cr32,804
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC
Oil & Gas Refining & Marketing4%₹2 Cr164,230
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
Oil & Gas Refining & Marketing4%₹2 Cr16,131
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
Tobacco4%₹2 Cr49,580
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 532898
Utilities - Regulated Electric4%₹2 Cr58,197
↑ 10,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 543320
Internet Retail4%₹2 Cr83,623
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
Banks - Regional4%₹2 Cr14,966
1 - 10 of 37
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Fund Managers

NameSinceTenure
Anuj Kapil13 Jun 231.88 Yr.

Custodians

CompanyAddress
HDFC Bank LtdHDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W),

Registrar & Transfer Agent

KFin Technologies Ltd
Address138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAXN.A
EmailN.A

Administrator Companies

CompanyAddress
Taurus Mutual FundGround Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd.,,Andheri(E) Mumbai - 400093

Auditors

CompanyAddress
M.P. Chitale & Co.M.P. Chitale & Co.

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Taurus Largecap Equity Fund
Growth
₹155.02
↓ -0.05
2.07 %6.1 %18 %21.52 %
Taurus Largecap Equity Fund
Normal Dividend, Payout
₹67.91
↓ -0.02
2.07 %6.09 %18 %21.52 %
Taurus Largecap Equity Fund
Normal Dividend, Reinvestment
₹67.91
↓ -0.02
2.07 %6.09 %18 %21.52 %
Data as on 19 May 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.