Taurus Large Cap Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Strong capital defense: downside capture of 79% limits losses during market corrections.
- Generated +5.5% annualized alpha (excess return) over its benchmark.
- Consistently ranked #1 in its category with an MFIQ quantitative score of 5.3/10.
- Expense ratio (2.74%) is higher than category median (2.29%), which creates fee drag over time.
- Experienced a maximum drawdown of -67.8% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +9.46% | +10.11% | -0.65% |
| 3 Months | +8.05% | +2.34% | +5.71% |
| 6 Months | +17.37% | +7.43% | +9.94% |
| 1 Year | +12.42% | +1.45% | +10.97% |
| 3 Years CAGR | +16.25% | +11.11% | +5.14% |
| 5 Years CAGR | +11.50% | +8.67% | +2.83% |
| 7 Years CAGR | +13.20% | +12.38% | +0.82% |
| 10 Years CAGR | +11.32% | +12.11% | -0.79% |
| Since Inception | +8.15% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Taurus Large Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +12.01% | +0.43% | +11.58% |
| 2025 | +5.29% | +7.29% | -2.00% |
| 2024 | +18.05% | +14.09% | +3.96% |
| 2023 | +21.80% | +23.37% | -1.57% |
| 2022 | +6.68% | +1.44% | +5.24% |
| 2021 | +17.96% | +25.31% | -7.35% |
| 2020 | +10.15% | +14.56% | -4.41% |
| 2019 | +8.51% | +12.01% | -3.50% |
| 2018 | -6.22% | -0.64% | -5.58% |
| 2017 | +25.63% | +30.38% | -4.75% |
| 2016 | -1.56% | +3.25% | -4.81% |
| 2015 | +3.15% | -0.48% | +3.63% |
| 2014 | +38.41% | +38.97% | -0.56% |
| 2013 | -1.62% | +6.63% | -8.25% |
| 2012 | +24.43% | +28.47% | -4.04% |
| 2011 | -23.53% | -22.55% | -0.98% |
| 2010 | +14.76% | +17.67% | -2.91% |
| 2009 | +79.30% | +77.18% | +2.12% |
| 2008 | -61.92% | -50.30% | -11.62% |
| 2007 | +62.27% | +60.42% | +1.85% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -64.36% | +11.21% | +7.27% | +96.80% | 72.0% | 34.4% |
| 3-Year Rolling | -14.18% | +9.04% | +9.44% | +26.03% | 88.8% | 38.9% |
| 5-Year Rolling | -6.04% | +8.73% | +9.42% | +23.69% | 92.3% | 8.3% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -67.8% | 14 months | 69 months |
| 2020-01-16 | 2020-03-23 | -35.2% | 2 months | 8 months |
| 2006-05-10 | 2006-06-14 | -33.4% | 1 months | 13 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments (Large Cap): 80-100%; Debt, Cash & Money Market instruments including Gold ETF and silver ETF: 0-20% | Per Scheme Mandate |
Investment Objective & Strategy
The investment objective of the Scheme is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of Large-cap companies.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 71.4 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Invesco India Large Cap Fund | 6.0 | +14.99% | 2.14% | 98.0% | Rs 2,200 cr | Compare → |
| BANDHAN Large Cap Fund | 6.3 | +14.21% | 2.20% | 90.8% | Rs 2,341 cr | Compare → |
| WhiteOak Capital Large Cap Fund | 6.6 | +13.60% | 2.45% | 91.5% | Rs 1,360 cr | Compare → |
| DSP Large Cap Fund | 6.4 | +12.46% | 2.02% | 88.4% | Rs 7,459 cr | Compare → |
| BARODA BNP PARIBAS LARGE CAP Fund | 6.5 | +12.31% | 2.06% | 92.7% | Rs 2,690 cr | Compare → |
Frequently Asked Questions about Taurus Large Cap Fund
What is the expense ratio of Taurus Large Cap Fund?
Taurus Large Cap Fund has a total expense ratio (TER) of 2.74% with a base expense ratio of 2.08%, compared to the Large Cap category median of 2.29%.
Who manages Taurus Large Cap Fund?
Taurus Large Cap Fund is managed by Anuj Kapil (tenure: 3.4 years since 2023-06-13).
What are the historical returns of Taurus Large Cap Fund?
Taurus Large Cap Fund delivered a 3-year CAGR of 16.25% and a 5-year CAGR of 11.5%. Its 1-year return stands at +12.42%.
How large is Taurus Large Cap Fund?
Taurus Large Cap Fund manages assets of Rs 71.4 cr, placing it in the 'too small' size band relative to Large Cap peers.
How is Taurus Large Cap Fund scored on MFIQ?
Taurus Large Cap Fund holds an MFIQ Score of 5.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Taurus Large Cap Fund?
Taurus Large Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.01% with a maximum historical drawdown of -67.77%.