Taurus Large Cap Fund
The scheme seeks to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies.
Growthvine rating: 2/5 — ranked #28 of 42 in category.
Fund basics
| Category | Equity: Large Cap |
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| NAV | ₹162.65 (as of 2026-10-23) |
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| AUM | ₹62 Cr |
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| Expense ratio | 2.08% |
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| Riskometer | Very High |
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| Fund manager | Anuj Kapil |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 9.91% |
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| Sharpe ratio | 0.48 |
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| Standard deviation | 15.08% |
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| Max drawdown | −67.77% |
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| Alpha | 4.5 |
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| Beta | 0.94 |
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Over 5 years, captured 112.7% of NIFTY 100's upside and 100.7% of its downside.
Market cap allocation
| Large cap | 81.9% |
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| Mid cap | 3.1% |
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| Small cap | 15.0% |
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Concentration
| Top 5 holdings | 34.9% |
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| Top 10 holdings | 51.9% |
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| Total holdings | 39 |
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| Index overlap | 48.6% |
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| Active share | 51.4% |
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Top holdings
- Divis Laboratories Ltd. — 8.7%
- SIGMA ADVANCED SYSTEMS LIMITED — 7.1%
- HDFC Bank Ltd. — 6.9%
- ITC Ltd — 6.5%
- ICICI Bank Ltd. — 5.7%
- Bharti Airtel Ltd. — 3.6%
- Varun Beverages Limited — 3.4%
- Advit Jewels Ltd. — 3.3%
- Reliance Industries Ltd — 3.3%
- Adani Power Limited — 3.2%
Top sectors
- Banking & Financial — 23.6%
- Pharma & Biotech — 9.6%
- FMCG — 7.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 0.1% | Q1 (Top) | #1 of 39 |
| 2025 | 5.3% | Q3 | #27 of 36 |
| 2024 | 18.0% | Q1 (Top) | #8 of 32 |
| 2023 | 21.8% | Q3 | #24 of 32 |
| 2022 | 6.7% | Q1 (Top) | #5 of 28 |