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Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 68/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)8.7%
- Expense ratio (20%)0.89%
- AUM (15%)₹55,140 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Taurus Mutual Fund · Equity · Large Cap
₹101.62
AUM: ₹55,139 Cr
NAV updated 17 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.89%
Exit Load
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Fund Manager
Sohini Andani
Inception
Jan 2013
Benchmark
BSE 100 Total Return Index
Sharpe Ratio
0.19
Std Dev (1Y)
12.86%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-4.26%
3m
+1.28%
6m
+0.3%
1y
-1.2%
3y
+8.7%
5y
+9.28%
10y
+11.72%
since inception
+4.14%
TopFund's Take on Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option
Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option holds up reasonably well within the Large Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 68/100.
Cost: At 0.89%, the expense ratio runs 48% above the Large Cap category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.19 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 12.86% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option
The current NAV (Net Asset Value) of Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option is ₹101.62. NAV is updated every business day after market close by AMFI.
1Y: -1.2% · 3Y CAGR: 8.7% · 5Y CAGR: 9.28%
The expense ratio of Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option is 0.89% per annum. This is the annual fee charged by the fund to manage your investment.
Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option is managed by Sohini Andani at Taurus Mutual Fund.
Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option is ₹55,140 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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