Previously Known As : Taurus Largecap Equity Fund
Taurus Large Cap Fund Datagrid
Category Large Cap Fund
BMSMONEY Rank 17
Rating
Growth Option 04-12-2025
NAV ₹162.2(R) -0.06% ₹171.71(D) -0.06%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.37% 12.89% 14.84% 12.35% 10.38%
Direct 2.55% 13.03% 14.97% 12.51% 10.81%
Nifty 100 TRI 5.68% 13.28% 15.96% 14.59% 14.23%
SIP (XIRR) Regular 11.6% 13.74% 12.78% 13.82% 12.09%
Direct 11.8% 13.9% 12.92% 13.96% 12.31%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.58 0.28 0.53 -0.56% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.72% -20.16% -16.79% 1.03 10.24%
Fund AUM As on: 30/06/2025 49 Cr
Top Large Cap Fund
Fund Name Rank Rating
Nippon India Large Cap Fund 1
Icici Prudential Bluechip Fund 2
Bandhan Large Cap Fund 3
Dsp Top 100 Equity Fund 4
Invesco India Largecap Fund 5
Aditya Birla Sun Life Frontline Equity Fund 6

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 71.05
-0.0400
-0.0600%
Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 75.64
-0.0400
-0.0500%
Taurus Large Cap Fund - Regular Plan - Growth 162.2
-0.0900
-0.0600%
Taurus Large Cap Fund - Direct Plan - Growth 171.71
-0.1000
-0.0600%

Review Date: 04-12-2025

Beginning of Analysis

In the Large Cap Fund category, Taurus Large Cap Fund is the 24th ranked fund. The category has total 29 funds. The Taurus Large Cap Fund has shown a poor past performence in Large Cap Fund. The fund has a Jensen Alpha of -0.56% which is lower than the category average of 1.07%, reflecting poor performance. The fund has a Sharpe Ratio of 0.58 which is lower than the category average of 0.68.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Mutual Funds are ideal for conservative equity investors seeking stable returns with lower risk. These funds invest primarily in the top 100 companies by market capitalization, offering a balanced portfolio of well-established and financially stable companies. While they provide lower growth potential compared to mid-cap and small-cap funds, they also carry lower risk and volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to select and manage large-cap stocks effectively.

Taurus Large Cap Fund Return Analysis

The Taurus Large Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large Cap Fund peers and the Nifty 100 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 0.22%, 4.66 and 5.54 in last one, three and six months respectively. In the same period the category average return was 0.93%, 4.32% and 5.81% respectively.
  • Taurus Large Cap Fund has given a return of 2.55% in last one year. In the same period the Nifty 100 TRI return was 5.68%. The fund has given 3.13% less return than the benchmark return.
  • The fund has given a return of 13.03% in last three years and rank 24th out of 30 funds in the category. In the same period the Nifty 100 TRI return was 13.28%. The fund has given 0.25% less return than the benchmark return.
  • Taurus Large Cap Fund has given a return of 14.97% in last five years and category average returns is 16.73% in same period. The fund ranked 22nd out of 25 funds in the category. In the same period the Nifty 100 TRI return was 15.96%. The fund has given 0.99% less return than the benchmark return.
  • The fund has given a return of 10.81% in last ten years and ranked 21st out of 21 funds in the category. In the same period the Nifty 100 TRI return was 14.23%. The fund has given 3.42% less return than the benchmark return.
  • The fund has given a SIP return of 11.8% in last one year whereas category average SIP return is 13.3%. The fund one year return rank in the category is 23rd in 31 funds
  • The fund has SIP return of 13.9% in last three years and ranks 21st in 30 funds. Whiteoak Capital Large Cap Fund has given the highest SIP return (18.27%) in the category in last three years.
  • The fund has SIP return of 12.92% in last five years whereas category average SIP return is 13.97%.

Taurus Large Cap Fund Risk Analysis

  • The fund has a standard deviation of 13.72 and semi deviation of 10.24. The category average standard deviation is 12.14 and semi deviation is 8.85.
  • The fund has a Value at Risk (VaR) of -20.16 and a maximum drawdown of -16.79. The category average VaR is -14.99 and the maximum drawdown is -16.12. The fund has a beta of 0.99 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Large Cap Fund Category
  • Good Performance in Large Cap Fund Category
  • Poor Performance in Large Cap Fund Category
  • Very Poor Performance in Large Cap Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 100 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.20 1.09
    0.84
    		-0.77 | 2.34 26 | 31 Poor
    3M Return % 4.61 4.89
    4.04
    		2.58 | 5.68 6 | 31 Very Good
    6M Return % 5.45 5.93
    5.22
    		2.67 | 6.98 14 | 31 Good
    1Y Return % 2.37 5.68
    3.77
    		-1.17 | 8.86 23 | 31 Average
    3Y Return % 12.89 13.28
    13.85
    		10.94 | 18.24 21 | 30 Average
    5Y Return % 14.84 15.96
    15.54
    		11.46 | 21.37 16 | 25 Average
    7Y Return % 12.35 14.59
    13.97
    		11.97 | 16.25 21 | 23 Poor
    10Y Return % 10.38 14.23
    13.08
    		10.38 | 15.13 21 | 21 Poor
    15Y Return % 8.87 11.88
    11.62
    		8.87 | 13.73 19 | 19 Poor
    1Y SIP Return % 11.60
    12.05
    		8.54 | 16.27 18 | 31 Average
    3Y SIP Return % 13.74
    13.42
    		10.67 | 16.94 11 | 30 Good
    5Y SIP Return % 12.78
    12.82
    		9.68 | 17.33 13 | 25 Good
    7Y SIP Return % 13.82
    14.65
    		11.66 | 18.63 17 | 23 Average
    10Y SIP Return % 12.09
    13.77
    		11.84 | 16.56 20 | 21 Poor
    15Y SIP Return % 11.13
    13.39
    		11.13 | 15.79 19 | 19 Poor
    Standard Deviation 13.72
    12.14
    		11.08 | 14.92 27 | 29 Poor
    Semi Deviation 10.24
    8.85
    		7.63 | 10.81 27 | 29 Poor
    Max Drawdown % -16.79
    -16.12
    		-20.67 | -12.09 19 | 29 Average
    VaR 1 Y % -20.16
    -14.99
    		-20.16 | -11.91 29 | 29 Poor
    Average Drawdown % -6.89
    -6.46
    		-8.13 | -5.13 20 | 29 Average
    Sharpe Ratio 0.58
    0.68
    		0.45 | 1.09 22 | 29 Average
    Sterling Ratio 0.53
    0.56
    		0.42 | 0.77 16 | 29 Good
    Sortino Ratio 0.28
    0.34
    		0.22 | 0.55 22 | 29 Average
    Jensen Alpha % -0.56
    1.07
    		-2.15 | 6.17 22 | 29 Average
    Treynor Ratio 0.08
    0.09
    		0.06 | 0.14 20 | 29 Average
    Modigliani Square Measure % 12.97
    14.92
    		11.59 | 20.50 23 | 29 Average
    Alpha % 0.50
    0.18
    		-4.38 | 4.67 16 | 29 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 100 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.22 1.09 0.93 -0.65 | 2.38 27 | 31 Poor
    3M Return % 4.66 4.89 4.32 2.80 | 5.95 11 | 31 Good
    6M Return % 5.54 5.93 5.81 3.60 | 7.54 20 | 31 Average
    1Y Return % 2.55 5.68 4.93 0.44 | 10.23 26 | 31 Poor
    3Y Return % 13.03 13.28 15.11 12.18 | 19.25 24 | 30 Average
    5Y Return % 14.97 15.96 16.73 12.58 | 22.39 22 | 25 Poor
    7Y Return % 12.51 14.59 15.08 12.51 | 17.28 23 | 23 Poor
    10Y Return % 10.81 14.23 14.21 10.81 | 16.06 21 | 21 Poor
    1Y SIP Return % 11.80 13.30 10.42 | 16.93 23 | 31 Average
    3Y SIP Return % 13.90 14.70 11.84 | 18.27 21 | 30 Average
    5Y SIP Return % 12.92 13.97 10.70 | 18.35 19 | 25 Average
    7Y SIP Return % 13.96 15.79 12.80 | 19.65 20 | 23 Poor
    10Y SIP Return % 12.31 14.88 12.31 | 17.56 21 | 21 Poor
    Standard Deviation 13.72 12.14 11.08 | 14.92 27 | 29 Poor
    Semi Deviation 10.24 8.85 7.63 | 10.81 27 | 29 Poor
    Max Drawdown % -16.79 -16.12 -20.67 | -12.09 19 | 29 Average
    VaR 1 Y % -20.16 -14.99 -20.16 | -11.91 29 | 29 Poor
    Average Drawdown % -6.89 -6.46 -8.13 | -5.13 20 | 29 Average
    Sharpe Ratio 0.58 0.68 0.45 | 1.09 22 | 29 Average
    Sterling Ratio 0.53 0.56 0.42 | 0.77 16 | 29 Good
    Sortino Ratio 0.28 0.34 0.22 | 0.55 22 | 29 Average
    Jensen Alpha % -0.56 1.07 -2.15 | 6.17 22 | 29 Average
    Treynor Ratio 0.08 0.09 0.06 | 0.14 20 | 29 Average
    Modigliani Square Measure % 12.97 14.92 11.59 | 20.50 23 | 29 Average
    Alpha % 0.50 0.18 -4.38 | 4.67 16 | 29 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Taurus Large Cap Fund NAV Regular Growth Taurus Large Cap Fund NAV Direct Growth
    04-12-2025 162.2 171.71
    03-12-2025 161.76 171.25
    02-12-2025 162.29 171.81
    01-12-2025 163.15 172.72
    28-11-2025 163.54 173.13
    27-11-2025 163.49 173.08
    26-11-2025 163.39 172.97
    25-11-2025 161.78 171.27
    24-11-2025 162.12 171.62
    21-11-2025 163.17 172.73
    20-11-2025 164.4 174.03
    19-11-2025 163.78 173.38
    18-11-2025 163.33 172.9
    17-11-2025 164.02 173.63
    14-11-2025 163.16 172.72
    13-11-2025 162.78 172.31
    12-11-2025 162.55 172.07
    11-11-2025 161.89 171.37
    10-11-2025 161.5 170.96
    07-11-2025 160.9 170.32
    06-11-2025 161.11 170.54
    04-11-2025 161.87 171.34

    Fund Launch Date: 07/May/2008
    Fund Category: Large Cap Fund
    Investment Objective: The investment objective is to provide investorslong-term capital appreciation. Investments shallbe primarily in Equity and Equity relatedinstruments of large cap companies.
    Fund Description: An open ended equity scheme predominately investing in large cap stocks
    Fund Benchmark: S&P BSE 100 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.