Meta Title

Taurus Large Cap Fund - NAV, Performance, Returns & Investment Guide 2024

Meta Description

Comprehensive guide to Taurus Large Cap Fund covering investment objectives, fund manager details, performance analysis, and complete investment process. Get latest NAV, returns, and expert insights.

Investment Objective and Approach

The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies. The fund focuses on achieving capital growth by investing predominantly in large-cap stocks as defined by SEBI regulations.

The fund maintains 80-100% exposure to Equity & Equity related instruments with a minimum of 80% in Large-cap stocks as defined by SEBI. The remaining 0-20% is allocated to Debt, Cash & Money Market instruments to provide flexibility in portfolio management.

The fund follows a growth-oriented investment strategy, primarily investing through secondary and primary markets in stocks of well-established large companies. The benchmark index is BSE 100 TRI, which was renamed effective February 1, 2018.

Key Performance Metrics:

- Annualized returns for past 3 years: 14.17% and 5 years: 17.05%

- Return since inception: 11.12%

- CAGR for last 3 years: 15.92% and 5 years: 16.20%

Fund Managers

The fund is currently managed by Anuj Kapil, bringing significant expertise to the management team. The fund house has also strengthened its leadership team with recent appointments.

Taurus Mutual Fund announced that Mr. Hemanshu Srivastava has been appointed as Fund Manager- Equity and shall be a Key Personnel of Taurus Asset Management Company Limited with effect from July 01, 2024.

The fund management team brings extensive experience in equity research, risk management, and portfolio management across various market cycles. The managers focus on fundamental analysis and long-term value creation while maintaining disciplined investment processes.

About the Fund House (AMC)

Taurus Mutual Fund AMC was incorporated on 27 July 1993, and has an AUM size of Rs. 910 Cr as on 30 September 2024. The fund house has established itself as a significant player in India's mutual fund industry over its three-decade journey.

Key Highlights:

- Total AUM of Rs. 739.26 Crore as of 2024 (with variations reported across different sources)

- Manages total of 77 schemes

- Recognized as one of India's most technologically sophisticated Mutual Fund houses and was one of the first players to join the growing bandwagon to shift their operations online

The AMC has received backing from prominent international investors including IFC Washington DC and the European Commission Investment Corporation based in Brussels. The Mutual Fund is managed by HB Portfolio Limited, which is also the Asset Management Company or AMC.

Taurus Mutual Fund launched its first scheme – Taurus Star share (Multi Cap) Fund in early 1994. The scheme is operational even today owing to its consistent performance in the past 20 years. The fund house's distribution network is supported by more than 4000 business associates.

Should I Invest in Taurus Large Cap Fund?

This fund is suitable for investors seeking long-term capital appreciation through exposure to India's leading large-cap companies. Consider this fund if you:

Ideal For:

- Investors with a long-term investment horizon (5+ years)

- Those seeking exposure to stable, established companies

- Conservative equity investors preferring lower volatility

- Investors looking for steady capital appreciation over dividend income

Investment Details:

- Minimum SIP amount: ₹500, Minimum lumpsum investment: ₹500

- Current AUM: ₹50.47 Crores as of 11 December 2024

- Expense Ratio - Regular Plan: 2.59%, Direct Plan: 2.41% (including additional expenses and GST on management fees)

- Exit Load: 1.00% if exited on or before 365 days, Nil if exited after 365 days

Risk Considerations:

Large-cap funds generally offer more stability compared to mid and small-cap funds but may have limited upside potential during strong bull markets. The fund's performance is closely linked to the performance of India's largest companies and overall market conditions.

FAQs

What is today's NAV of Taurus Large Cap Fund?

The current NAV of Taurus Large Cap Fund is ₹160.37 as on 11 December 2024. NAV is updated on all business days and reflects the fund's per-unit value.

What is the AUM of Taurus Large Cap Fund?

The Assets Under Management (AUM) of Taurus Large Cap Fund is ₹50.47 Crores as of 11 December 2024. This represents the total market value of assets managed by the fund.

What is the expense ratio of Taurus Large Cap Fund?

The expense ratio is 2.59% for Regular Plan and 2.41% for Direct Plan, including additional expenses and GST on management fees. Direct plans offer lower expense ratios as they don't include distributor commissions.

What are the returns of Taurus Large Cap Fund since inception?

The fund has generated a return of 11.12% since its launch. The fund was launched in January 1995, providing nearly three decades of investment track record.

What is the minimum SIP amount to invest in Taurus Large Cap Fund?

The minimum SIP amount is ₹500 making it accessible for retail investors to start systematic investment planning with small amounts.

How do I invest in Taurus Large Cap Fund?

You can invest through Allvest's platform by selecting the fund, choosing between lump sum or SIP options, completing KYC requirements, and making payment through UPI or net banking. Alternatively, you can invest directly through the AMC's website.

How to start a SIP in Taurus Large Cap Fund?

Log into your Allvest account, search for Taurus Large Cap Fund, select the SIP option, choose your monthly amount (minimum ₹500), set the investment date, and authorize the auto-debit instruction for seamless monthly investments.

How do I automate an SIP in Taurus Large Cap Fund?

Through Allvest, set up an auto-debit mandate by providing your bank details and authorizing automatic monthly deductions. This ensures your SIP continues without manual intervention each month.

How can I withdraw/redeem my investment in Taurus Large Cap Fund?

Access your Allvest account, select the fund from your holdings, choose the redemption amount or units, and submit the request. Note the exit load of 1% if redeemed within 365 days. Redemption proceeds are typically credited within 2-3 business days.