Previously Known As : Taurus Bonanza Fund
Taurus Largecap Equity Fund Overview
Category Large Cap Fund
BMSMONEY Rank 10
BMSMONEY Rating
Growth Option As On: 06-05-2024
NAV ₹144.64 (R) -0.54% ₹152.75 (D) -0.53%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 37.66% 17.29% 14.62% 11.2% 12.3%
LumpSum Dir. P 37.79% 17.4% 14.76% 11.5% 12.89%
SIP Reg. P 38.32% 20.68% 18.79% 15.13% 12.57%
SIP Dir. P 38.45% 20.79% 18.9% 15.3% 12.91%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.54 0.29 0.71 -2.47% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.85% -19.12% -13.52% 1.12 10.9%

NAV Date: 06-05-2024

Scheme Name NAV Rupee Change Percent Change
Taurus Largecap Equity Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 63.36
-0.3400
-0.5300%
Taurus Largecap Equity Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 67.29
-0.3500
-0.5200%
Taurus Largecap Equity Fund - Regular Plan - Growth 144.64
-0.7800
-0.5400%
Taurus Largecap Equity Fund - Direct Plan - Growth 152.75
-0.8100
-0.5300%

Review Date: March 28, 2024

Performance of the Taurus Largecap Equity Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has four return parameters in first quartile; whereas zero risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile. Based on this performance Taurus Largecap Equity Fund has achieved tenth (out of 27 funds), which is good rank in the Large Cap Fund category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The Large Cap Fund category has 27 funds.
Our ranking methodology employs a composite performance score, taking into account the fund's return, risk, and risk-adjusted performance from the past three years. This composite performance score is then crucial in ranking the funds within the respective category.

The Taurus Largecap Equity Fund has average return performance, as more than 50% 1 year and above return parameters are above average in Large Cap Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Taurus Largecap Equity Fund has given return of -0.2% in last one month which is very poor as it is in the fourth quartile in Large Cap Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Taurus Largecap Equity Fund has given return of 8.07% in last three month which is very good as it is in the top quartile in Large Cap Fund.
  3. 1 Year Return%: The Taurus Largecap Equity Fund has given return of 45.46% in last one year which is very good as it is in the top quartile in Large Cap Fund. The one year return rank of Taurus Largecap Equity Fund is 5 in 29 funds. The investment of ₹ 10,000 in this fund would have become ₹ 14546.0 in one year.
  4. 3 Year Return%: The Taurus Largecap Equity Fund has given return of 16.94% in last three year which is good as it is above average with return rank of 9 in 26 funds. in Large Cap Fund.
  5. 5 Year Return%: The Taurus Largecap Equity Fund has given return of 13.75% in last five year which is very poor as it is in the fourth quartile with rank of 18 in 24 funds. in Large Cap Fund.
  6. 1 Year SIP Return%: The Taurus Largecap Equity Fund has given return of 24.53% in last one year which is very good as it is in the top quartile with return rank of 5 in 29 funds. in Large Cap Fund.
  7. 3 Year SIP Return%: The Taurus Largecap Equity Fund has given return of 19.04% in last three year which is very good as it is in the top quartile with return rank of 5 in 26 funds. in Large Cap Fund.
  8. 5 Year SIP Return%: The Taurus Largecap Equity Fund has given return of 18.1% in last five year which is poor as it is in the below average with return rank of 13 in 24 funds. in Large Cap Fund.
    9. '
'

The Taurus Largecap Equity Fund has poor risk performance, as non of above risk paramerters are above average Large Cap Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Taurus Largecap Equity Fund has standard deviation of 15.85 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Taurus Largecap Equity Fund has semi deviation of 10.9 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Taurus Largecap Equity Fund has max drawdown of -13.52% which is poor as it is in the below average with risk rank of 19 in 26 funds. in Large Cap Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Taurus Largecap Equity Fund has 1Y VaR at 95% of -19.12% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Taurus Largecap Equity Fund has average drawdown of -5.64% which is very poor as it is in the fourth quartile with risk rank of 22 in 26 funds. in Large Cap Fund.
    6. '
'

The Taurus Largecap Equity Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Large Cap Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Taurus Largecap Equity Fund has Sterling Ratio of 0.71 which is poor as it is in the below average with risk rank of 13 in 26 funds. in Large Cap Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Taurus Largecap Equity Fund has Sortino Ratio of 0.29 which is poor as it is in the below average with risk rank of 18 in 26 funds. in Large Cap Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Taurus Largecap Equity Fund has Jensen Alpha of -2.47% which is very poor as it is in the fourth quartile with risk rank of 25 in 26 funds. in Large Cap Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Taurus Largecap Equity Fund has Treynor Ratio of 0.08 which is poor as it is in the below average with risk rank of 18 in 26 funds. in Large Cap Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Taurus Largecap Equity Fund has Modigliani Square Measure of 13.85% which is very poor as it is in the fourth quartile with risk rank of 23 in 26 funds. in Large Cap Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Taurus Largecap Equity Fund has Alpha of -0.45% which is poor as it is in the below average with risk rank of 13 in 26 funds. in Large Cap Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % -0.26
-0.16
-1.23 | 1.31 15 | 29
No
No
No
3M Return % 4.63
4.88
2.76 | 7.13 19 | 29
No
No
No
6M Return % 25.99
20.69
13.35 | 32.31 4 | 29
Yes
Yes
No
1Y Return % 37.66
32.39
22.01 | 50.29 6 | 29
Yes
Yes
No
3Y Return % 17.29
16.84
11.81 | 24.90 9 | 26
Yes
No
No
5Y Return % 14.62
15.70
13.29 | 18.30 18 | 24
No
No
Yes
7Y Return % 11.20
13.34
11.20 | 15.89 22 | 22
No
No
Yes
10Y Return % 12.30
14.50
12.30 | 17.34 21 | 21
No
No
Yes
15Y Return % 12.16
14.71
12.16 | 17.97 14 | 14
No
No
Yes
1Y SIP Return % 38.32
31.05
18.70 | 49.86 5 | 29
Yes
Yes
No
3Y SIP Return % 20.68
18.43
13.40 | 26.26 5 | 26
Yes
Yes
No
5Y SIP Return % 18.79
18.64
14.30 | 24.87 11 | 24
Yes
No
No
7Y SIP Return % 15.13
15.93
13.21 | 19.98 15 | 22
No
No
No
10Y SIP Return % 12.57
14.29
12.22 | 17.21 20 | 21
No
No
Yes
15Y SIP Return % 11.23
13.46
11.23 | 16.03 15 | 15
No
No
Yes
Standard Deviation 15.85
12.62
11.63 | 15.85 26 | 26
No
No
Yes
Semi Deviation 10.90
8.66
8.04 | 10.90 26 | 26
No
No
Yes
Max Drawdown % -13.52
-12.32
-17.27 | -6.79 19 | 26
No
No
No
VaR 1 Y % -19.12
-13.49
-19.12 | -11.33 26 | 26
No
No
Yes
Average Drawdown % -5.64
-4.93
-6.49 | -3.57 22 | 26
No
No
Yes
Sharpe Ratio 0.54
0.64
0.30 | 1.17 18 | 26
No
No
No
Sterling Ratio 0.71
0.74
0.43 | 1.35 13 | 26
No
No
No
Sortino Ratio 0.29
0.34
0.17 | 0.66 18 | 26
No
No
No
Jensen Alpha % -2.47
1.12
-3.39 | 8.60 25 | 26
No
No
Yes
Treynor Ratio 0.08
0.09
0.04 | 0.17 18 | 26
No
No
No
Modigliani Square Measure % 13.85
16.74
11.67 | 23.85 23 | 26
No
No
Yes
Alpha % -0.45
-0.24
-4.02 | 6.65 13 | 26
No
No
No
Return data last Updated On : May 6, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % -0.25 -0.08 -1.16 | 1.39 16 | 29
No
No
No
3M Return % 4.66 5.16 2.96 | 7.37 19 | 29
No
No
No
6M Return % 26.05 21.33 13.91 | 33.29 5 | 29
Yes
Yes
No
1Y Return % 37.79 33.79 23.22 | 52.70 9 | 29
Yes
No
No
3Y Return % 17.40 18.09 12.97 | 25.95 18 | 26
No
No
No
5Y Return % 14.76 16.87 14.76 | 19.19 24 | 24
No
No
Yes
7Y Return % 11.50 14.48 11.50 | 16.93 22 | 22
No
No
Yes
10Y Return % 12.89 15.64 12.89 | 18.41 21 | 21
No
No
Yes
1Y SIP Return % 38.45 32.45 19.88 | 52.20 6 | 29
Yes
Yes
No
3Y SIP Return % 20.79 19.65 14.49 | 27.30 9 | 26
Yes
No
No
5Y SIP Return % 18.90 19.82 15.50 | 25.90 17 | 24
No
No
No
7Y SIP Return % 15.30 17.04 14.70 | 20.95 18 | 22
No
No
Yes
10Y SIP Return % 12.91 15.39 12.91 | 18.20 21 | 21
No
No
Yes
Standard Deviation 15.85 12.62 11.63 | 15.85 26 | 26
No
No
Yes
Semi Deviation 10.90 8.66 8.04 | 10.90 26 | 26
No
No
Yes
Max Drawdown % -13.52 -12.32 -17.27 | -6.79 19 | 26
No
No
No
VaR 1 Y % -19.12 -13.49 -19.12 | -11.33 26 | 26
No
No
Yes
Average Drawdown % -5.64 -4.93 -6.49 | -3.57 22 | 26
No
No
Yes
Sharpe Ratio 0.54 0.64 0.30 | 1.17 18 | 26
No
No
No
Sterling Ratio 0.71 0.74 0.43 | 1.35 13 | 26
No
No
No
Sortino Ratio 0.29 0.34 0.17 | 0.66 18 | 26
No
No
No
Jensen Alpha % -2.47 1.12 -3.39 | 8.60 25 | 26
No
No
Yes
Treynor Ratio 0.08 0.09 0.04 | 0.17 18 | 26
No
No
No
Modigliani Square Measure % 13.85 16.74 11.67 | 23.85 23 | 26
No
No
Yes
Alpha % -0.45 -0.24 -4.02 | 6.65 13 | 26
No
No
No
Return data last Updated On : May 6, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.54 ₹ 9946.0 -0.53 ₹ 9947.0
1W -0.44 ₹ 9956.0 -0.44 ₹ 9956.0
1M -0.26 ₹ 9974.0 -0.25 ₹ 9975.0
3M 4.63 ₹ 10463.0 4.66 ₹ 10466.0
6M 25.99 ₹ 12599.0 26.05 ₹ 12605.0
1Y 37.66 ₹ 13766.0 37.79 ₹ 13779.0
3Y 17.29 ₹ 16137.0 17.4 ₹ 16179.0
5Y 14.62 ₹ 19781.0 14.76 ₹ 19905.0
7Y 11.2 ₹ 21029.0 11.5 ₹ 21427.0
10Y 12.3 ₹ 31887.0 12.89 ₹ 33623.0
15Y 12.16 ₹ 55889.0 - ₹ -

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 38.3162 ₹ 14359.956 38.4504 ₹ 14367.864
3Y ₹ 36000 20.6823 ₹ 48734.46 20.7857 ₹ 48804.696
5Y ₹ 60000 18.7877 ₹ 95829.54 18.8994 ₹ 96090.72
7Y ₹ 84000 15.1328 ₹ 144053.196 15.296 ₹ 144894.624
10Y ₹ 120000 12.5684 ₹ 230973.24 12.9096 ₹ 235220.28
15Y ₹ 180000 11.2328 ₹ 445989.42 - ₹ -


Date NAV Regular Growth NAV Direct Growth
06-05-2024 144.64 152.75
03-05-2024 145.42 153.56
02-05-2024 145.93 154.1
30-04-2024 145.28 153.42
29-04-2024 145.45 153.6
26-04-2024 144.73 152.83
25-04-2024 145.09 153.21
24-04-2024 143.44 151.47
23-04-2024 142.52 150.5
22-04-2024 142.08 150.03
19-04-2024 140.68 148.55
18-04-2024 140.03 147.87
16-04-2024 141.69 149.62
15-04-2024 142.04 149.99
12-04-2024 143.74 151.78
09-04-2024 144.94 153.05
08-04-2024 145.02 153.13
05-04-2024 143.88 151.93
04-04-2024 143.41 151.43
03-04-2024 142.97 150.96
02-04-2024 142.94 150.93
01-04-2024 142.55 150.52
28-03-2024 141.27 149.17
27-03-2024 139.93 147.75
26-03-2024 139.53 147.33
22-03-2024 140.12 147.95
21-03-2024 139.45 147.24
20-03-2024 137.55 145.23
19-03-2024 137.28 144.95
18-03-2024 138.99 146.75
15-03-2024 138.61 146.35
14-03-2024 139.72 147.53
13-03-2024 138.35 146.07
12-03-2024 141.34 149.23
11-03-2024 142.13 150.07
07-03-2024 143.4 151.4
06-03-2024 143.33 151.33
05-03-2024 142.89 150.86
04-03-2024 142.75 150.72
01-03-2024 142.24 150.17
29-02-2024 140.23 148.06
28-02-2024 139.57 147.36
27-02-2024 141.56 149.46
26-02-2024 141.34 149.22
23-02-2024 141.99 149.91
22-02-2024 141.88 149.79
21-02-2024 140.25 148.07
20-02-2024 140.89 148.75
19-02-2024 140.54 148.38
16-02-2024 140.26 148.08
15-02-2024 139.67 147.46
14-02-2024 138.58 146.31
13-02-2024 137.41 145.07
12-02-2024 136.52 144.13
09-02-2024 138.18 145.88
08-02-2024 138.25 145.95
07-02-2024 138.49 146.21
06-02-2024 138.24 145.95
05-02-2024 136.61 144.23
02-02-2024 135.95 143.53
01-02-2024 135.07 142.6
31-01-2024 134.5 142.0
30-01-2024 132.46 139.84
29-01-2024 132.96 140.37
25-01-2024 131.23 138.54
24-01-2024 132.16 139.53
23-01-2024 130.32 137.58
19-01-2024 132.57 139.96
18-01-2024 131.15 138.46
17-01-2024 131.42 138.74
16-01-2024 133.36 140.79
15-01-2024 133.81 141.27
12-01-2024 132.81 140.21
11-01-2024 131.73 139.07
10-01-2024 131.56 138.89
09-01-2024 131.4 138.72
08-01-2024 130.67 137.94
05-01-2024 131.55 138.88
04-01-2024 131.1 138.4
03-01-2024 130.19 137.44
02-01-2024 130.98 138.27
01-01-2024 131.31 138.62
29-12-2023 130.72 138.0
28-12-2023 131.27 138.58
27-12-2023 130.01 137.25
26-12-2023 129.14 136.33
22-12-2023 128.45 135.59
21-12-2023 127.51 134.61
20-12-2023 126.32 133.35
19-12-2023 129.19 136.38
18-12-2023 128.44 135.58
15-12-2023 128.8 135.96
14-12-2023 127.18 134.25
13-12-2023 125.59 132.57
12-12-2023 125.05 132.01
11-12-2023 125.52 132.5
08-12-2023 125.32 132.29
07-12-2023 125.1 132.06
06-12-2023 124.89 131.84
05-12-2023 124.8 131.75
04-12-2023 124.33 131.24
01-12-2023 122.15 128.94
30-11-2023 121.66 128.42
29-11-2023 120.88 127.61
28-11-2023 119.66 126.32
24-11-2023 119.21 125.84
23-11-2023 119.34 125.98
22-11-2023 119.5 126.14
21-11-2023 119.53 126.18
20-11-2023 118.91 125.53
17-11-2023 119.08 125.7
16-11-2023 119.18 125.81
15-11-2023 118.52 125.11
13-11-2023 116.96 123.46
10-11-2023 115.79 122.22
09-11-2023 115.53 121.95
08-11-2023 115.43 121.84
07-11-2023 115.27 121.67
06-11-2023 114.8 121.18
03-11-2023 114.09 120.42
02-11-2023 113.01 119.29
01-11-2023 112.02 118.24
31-10-2023 112.52 118.77
30-10-2023 112.77 119.03
27-10-2023 112.74 119.0
26-10-2023 111.39 117.57
25-10-2023 112.72 118.98
23-10-2023 113.35 119.64
20-10-2023 115.58 122.0
19-10-2023 116.59 123.07
18-10-2023 117.09 123.59
17-10-2023 117.74 124.27
16-10-2023 117.12 123.62
13-10-2023 116.62 123.09
12-10-2023 117.03 123.52
11-10-2023 116.84 123.33
10-10-2023 116.41 122.87
09-10-2023 114.89 121.27
06-10-2023 115.84 122.27
05-10-2023 115.24 121.64
04-10-2023 114.81 121.18
03-10-2023 116.06 122.49
29-09-2023 116.83 123.31
27-09-2023 116.84 123.32
26-09-2023 116.56 123.02
25-09-2023 116.61 123.08
22-09-2023 116.86 123.34
21-09-2023 117.08 123.58
20-09-2023 118.08 124.63
18-09-2023 119.18 125.79
15-09-2023 119.56 126.18
14-09-2023 118.92 125.51
13-09-2023 118.35 124.91
12-09-2023 117.45 123.96
11-09-2023 118.66 125.23
08-09-2023 117.27 123.77
07-09-2023 116.57 123.03
06-09-2023 115.83 122.25
05-09-2023 115.93 122.35
04-09-2023 115.44 121.84
01-09-2023 114.27 120.6
31-08-2023 112.9 119.15
30-08-2023 113.08 119.34
29-08-2023 113.05 119.31
28-08-2023 112.3 118.52
25-08-2023 112.02 118.22
24-08-2023 113.08 119.34
23-08-2023 113.4 119.68
22-08-2023 112.87 119.12
21-08-2023 112.76 119.0
18-08-2023 112.18 118.4
17-08-2023 112.53 118.76
16-08-2023 112.68 118.92
14-08-2023 112.31 118.53
11-08-2023 112.69 118.92
10-08-2023 113.12 119.38
09-08-2023 113.56 119.84
08-08-2023 112.74 118.98
07-08-2023 112.84 119.08
04-08-2023 112.33 118.55
03-08-2023 111.72 117.9
02-08-2023 112.22 118.43
01-08-2023 113.57 119.85
31-07-2023 112.92 119.17
28-07-2023 112.05 118.25
27-07-2023 112.06 118.26
26-07-2023 112.66 118.89
25-07-2023 112.19 118.39
24-07-2023 111.96 118.15
21-07-2023 112.09 118.28
20-07-2023 113.41 119.68
19-07-2023 112.86 119.1
18-07-2023 112.49 118.71
17-07-2023 112.26 118.47
14-07-2023 111.39 117.55
13-07-2023 110.24 116.33
12-07-2023 110.2 116.29
11-07-2023 110.5 116.61
10-07-2023 110.17 116.26
07-07-2023 110.88 117.01
06-07-2023 111.71 117.89
05-07-2023 110.86 116.98
04-07-2023 110.87 117.0
03-07-2023 110.87 117.0
30-06-2023 110.2 116.29
28-06-2023 109.04 115.06
27-06-2023 108.38 114.36
26-06-2023 107.95 113.92
23-06-2023 107.69 113.64
22-06-2023 108.49 114.48
21-06-2023 108.94 114.95
20-06-2023 108.88 114.89
19-06-2023 108.23 114.21
16-06-2023 108.85 114.86
15-06-2023 108.23 114.2
14-06-2023 108.53 114.52
13-06-2023 108.45 114.44
12-06-2023 107.93 113.89
09-06-2023 107.48 113.41
08-06-2023 108.1 114.07
07-06-2023 109.15 115.18
06-06-2023 108.62 114.61
05-06-2023 108.63 114.62
02-06-2023 108.33 114.3
01-06-2023 107.83 113.78
31-05-2023 108.1 114.07
30-05-2023 108.25 114.22
29-05-2023 108.41 114.39
26-05-2023 107.82 113.76
25-05-2023 106.82 112.71
24-05-2023 106.64 112.52
23-05-2023 106.92 112.81
22-05-2023 106.97 112.87
19-05-2023 105.99 111.83
18-05-2023 105.05 110.84
17-05-2023 105.77 111.6
16-05-2023 106.41 112.27
15-05-2023 106.59 112.47
12-05-2023 105.82 111.65
11-05-2023 105.51 111.33
10-05-2023 105.34 111.15
09-05-2023 105.34 111.14
08-05-2023 105.07 110.86

Fund Launch Date: 07/May/2008
Fund Category: Large Cap Fund
Investment Objective: 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.
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.