Aeterna Wealth
Large Cap · Regular plan · Growth

Taurus Large Cap Fund (Regular)

Taurus Mutual Fund · benchmark Nifty 100 TRI · 20.6 years old · AMFI code 101209

A
Track-record rating: 7 of 30 in Large Cap

A (top 30%), score 71.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months12.4%2.8%+9.6%1 / 33
1 year8.9%-2.0%+10.9%1 / 32
3 years (a year)15.6%11.1%+4.5%6 / 30
5 years (a year)10.9%8.2%+2.7%7 / 27

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y13.9%
Max fall, 5Y-18.1%
Up capture, 3Y104
Down capture, 3Y83
Information ratio, 3Y0.87
Jensen's alpha, 3Y+4.7%
Beta, 3Y0.96
Sharpe, 3Y0.62

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Taurus Large Cap Fund (Regular plan)?

₹176.30 on 5 Nov 2026 (Growth option).

What is the expense ratio of Taurus Large Cap Fund (Regular)?

2.74% a year; the Direct plan's is 2.52%.

What return has Taurus Large Cap Fund given over 3 years?

15.6% a year (Regular plan) over the 3 years to 5 Nov 2026, against 11.1% for the Nifty 100 total-return index.

How is Taurus Large Cap Fund rated?

A: 7 of 30 Regular plans in Large Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Taurus Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.