Taurus Largecap Equity Fund

Previously Known As : Taurus Bonanza Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
Taurus Largecap Equity Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 30/Nov/2022 48.61
0.4900
1.0183%
Taurus Largecap Equity Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 30/Nov/2022 51.56
0.5300
1.0386%
Taurus Largecap Equity Fund - Regular Plan - Growth 30/Nov/2022 110.97
1.1200
1.0196%
Taurus Largecap Equity Fund - Direct Plan - Growth 30/Nov/2022 117.04
1.1800
1.0185%

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

Fund Performance Analysis

Taurus Largecap Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.23
2.93
Yes
No
No
11/30 1.46 / 4.12
1M Rolling Return %
0.49
-0.45
Yes
Yes
No
2/29 -1.17 / 0.57
3M Return %
1.15
4.46
No
No
Yes
30/30 1.15 / 6.35
3M Rolling Return %
-0.92
-1.30
Yes
No
No
10/29 -3.24 / 0.60
6M Return %
13.77
12.67
Yes
Yes
No
7/29 8.99 / 16.69
6M Rolling Return %
1.96
-0.02
Yes
Yes
No
4/28 -2.63 / 3.78
1Y Return %
11.86
7.59
Yes
Yes
No
3/28 -1.10 / 16.83
1Y Rolling Return %
17.56
21.11
No
No
Yes
24/26 12.52 / 24.79
3Y Return %
13.22
15.19
No
No
Yes
22/25 10.89 / 18.02
3Y Rolling Return %
10.36
13.43
No
No
Yes
24/25 9.68 / 17.20
5Y Return %
8.50
11.32
No
No
Yes
24/24 8.50 / 14.43
Standard Deviation
19.57
19.22
No
No
No
14/27 11.84 / 22.99
Semi Deviation
14.75
14.47
No
No
No
14/27 8.38 / 17.55
Max Drawdown
-26.91
-25.98
No
No
No
12/27 -33.63 / -8.15
VaR 1 Y
-19.31
-17.29
No
No
Yes
23/27 -23.59 / -12.78
Average Drawdown
-8.82
-8.22
No
No
No
19/27 -11.16 / -3.85
Sharpe Ratio
0.32
0.39
No
No
Yes
22/27 0.02 / 0.58
Sterling Ratio
0.30
0.34
No
No
Yes
21/27 0.24 / 0.51
Sortino Ratio
0.17
0.20
No
No
Yes
23/27 0.04 / 0.28
Jensen Alpha
-2.51
-0.59
No
No
Yes
22/25 -6.20 / 5.04
Treynor Ratio
0.09
0.10
No
No
Yes
19/25 0.06 / 0.16
Modigliani Square measure
13.35
14.47
No
No
No
18/25 10.07 / 22.87
Active Return
-0.03
-0.01
No
No
Yes
21/25 -0.06 / 0.02
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 30, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Taurus Largecap Equity Fund Performance Analysis

Taurus Largecap Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Taurus Largecap Equity Fund

Top Performing Funds in Large Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Bluechip Equity Fund

5 The Canara Robeco Bluechip Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Bluechip Equity Fund performance snapshot section. 6.52% 17.34% -21.91% -15.22% 0.58 0.28 0.48

Icici Prudential Bluechip Fund

6 The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Bluechip Fund performance snapshot section. 11.61% 17.40% -28.55% -17.92% 0.44 0.21 0.49

Idbi India Top 100 Equity Fund

1 The Idbi India Top 100 Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Idbi India Top 100 Equity Fund performance snapshot section. 10.10% 18.02% -24.18% -15.33% 0.53 0.26 0.47

Idfc Large Cap Fund

3 The Idfc Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Idfc Large Cap Fund performance snapshot section. 3.32% 15.03% -24.90% -14.04% 0.43 0.21 0.48

Jm Large Cap Fund

2 The Jm Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Jm Large Cap Fund performance snapshot section. 8.59% 15.55% -11.82% -13.26% 0.54 0.27 0.43

Uti Mastershare Unit Scheme

4 The Uti Mastershare Unit Scheme is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Uti Mastershare Unit Scheme performance snapshot section. 4.70% 16.87% -25.97% -16.72% 0.46 0.23 0.49

Taurus Largecap Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.24
3.03
Yes
No
No
11/30 1.56 / 4.18
1M Rolling Return %
0.50
-0.36
Yes
Yes
No
2/29 -1.07 / 0.64
3M Return %
1.17
4.76
No
No
Yes
30/30 1.17 / 6.77
3M Rolling Return %
-0.90
-1.03
Yes
No
No
15/29 -2.84 / 0.80
6M Return %
13.81
13.29
Yes
No
No
13/29 9.41 / 17.19
6M Rolling Return %
2.01
0.53
Yes
Yes
No
4/28 -2.08 / 4.24
1Y Return %
11.96
8.78
Yes
Yes
No
4/28 0.04 / 17.85
1Y Rolling Return %
17.68
22.37
No
No
Yes
24/26 13.40 / 26.51
3Y Return %
13.34
16.37
No
No
Yes
23/25 11.76 / 19.37
3Y Rolling Return %
10.63
14.54
No
No
Yes
25/25 10.63 / 18.84
5Y Return %
8.79
12.45
No
No
Yes
24/24 8.79 / 16.00
Standard Deviation
19.57
19.22
No
No
No
14/27 11.84 / 22.99
Semi Deviation
14.75
14.47
No
No
No
14/27 8.38 / 17.55
Max Drawdown
-26.91
-25.98
No
No
No
12/27 -33.63 / -8.15
VaR 1 Y
-19.31
-17.29
No
No
Yes
23/27 -23.59 / -12.78
Average Drawdown
-8.82
-8.22
No
No
No
19/27 -11.16 / -3.85
Sharpe Ratio
0.32
0.39
No
No
Yes
22/27 0.02 / 0.58
Sterling Ratio
0.30
0.34
No
No
Yes
21/27 0.24 / 0.51
Sortino Ratio
0.17
0.20
No
No
Yes
23/27 0.04 / 0.28
Jensen Alpha
-2.51
-0.59
No
No
Yes
22/25 -6.20 / 5.04
Treynor Ratio
0.09
0.10
No
No
Yes
19/25 0.06 / 0.16
Modigliani Square measure
13.35
14.47
No
No
No
18/25 10.07 / 22.87
Active Return
-0.03
-0.01
No
No
Yes
21/25 -0.06 / 0.02
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 30, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Taurus Largecap Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 3.23% 3.24%
1M Rolling Return % 0.49% 0.50%
3M Return % 1.15% 1.17%
3M Rolling Return % -0.92% -0.90%
6M Return % 13.77% 13.81%
6M Rolling Return % 1.96% 2.01%
1Y Return % 11.86% 11.96%
1Y Rolling Return % 17.56% 17.68%
3Y Return % 13.22% 13.34%
3Y Rolling Return % 10.36% 10.63%
5Y Return % 8.50% 8.79%
Standard Deviation 19.57% 19.57%
Semi Deviation 14.75% 14.75%
Max Drawdown -26.91% -26.91%
VaR 1 Y -19.31% -19.31%
Average Drawdown -8.82% -8.82%
Sharpe Ratio 0.32% 0.32%
Sterling Ratio 0.30% 0.30%
Sortino Ratio 0.17% 0.17%
Jensen Alpha -2.51% -2.51%
Treynor Ratio 0.09% 0.09%
Modigliani Square measure 13.35% 13.35%
Active Return -0.03% -0.03%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Taurus Largecap Equity Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 6.47% 23.77% 13.57% 0.00%
One Year -59.36% 122.98% 16.92% 17.15%
Three Year -6.86% 64.31% 13.57% 2.94%
Five Year -1.26% 48.40% 14.33% 0.05%
Seven Year 5.38% 32.21% 13.35% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Large Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

Click on + to See Details
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Taurus Largecap Equity Fund

1.02
1
2.09
26
3.23
11
1.15
30
13.77
7
11.86
3
13.22
22
8.50
24

Lic Mf Large Cap Fund

0.93
2
2.62
13
2.51
21
3.54
24
10.81
26
3.87
23
13.59
20
11.28
12

Union Largecap Fund

0.87
3
2.67
8
3.16
12
4.28
19
12.11
19
4.97
20
15.45
13
10.75
17

Sbi Blue Chip Fund

0.87
4
2.39
19
2.91
17
4.59
15
13.17
14
9.59
8
16.70
6
11.68
10

Kotak Bluechip Fund

0.83
5
2.87
2
2.86
18
4.05
20
11.83
20
7.33
18
16.46
7
12.52
4

Bank Of India Bluechip Fund

0.82
6
2.31
21
1.74
29
3.94
22
13.51
10
2.21
27

Tata Large Cap Fund

0.81
7
2.67
7
3.76
5
5.62
9
13.20
13
8.95
11
15.40
14
11.08
15

Sundaram Large Cap Fund

0.79
8
2.46
16
3.59
6
6.08
3
13.98
4
9.72
6

Idbi India Top 100 Equity Fund

0.79
9
2.38
20
2.99
16
4.49
17
13.15
15
10.10
5
18.02
1
12.07
8

Pgim India Large Cap Fund

0.79
10
2.83
3
3.85
4
6.35
1
13.98
3
7.57
16
13.26
21
10.28
20

Dsp Top 100 Equity Fund

0.76
11
2.65
9
1.83
28
4.57
16
12.84
18
7.50
17
10.89
25
9.24
23

Aditya Birla Sun Life Frontline Equity Fund

0.75
12
2.64
11
3.43
9
4.94
13
13.09
16
9.02
10
16.23
8
11.06
16

Nippon India Large Cap Fund

0.75
13
2.65
10
3.11
13
5.97
5
16.69
1
16.83
1
17.22
4
11.91
9

Hsbc Large Cap Equity Fund

0.73
14
2.62
14
2.74
19
3.96
21
13.54
9
7.99
13
14.07
19
11.21
14

Uti Mastershare Unit Scheme

0.73
15
2.17
25
2.26
24
3.88
23
11.11
25
4.70
22
16.87
5
12.49
5

Canara Robeco Bluechip Equity Fund

0.72
16
2.22
24
2.39
22
4.31
18
11.76
21
6.52
19
17.34
3
14.43
1

Mahindra Manulife Large Cap Pragati Yojana

0.70
17
2.43
18
3.04
14
4.81
14
11.16
24
7.66
15
15.16
16

Quant Large Cap Fund

0.69
18
2.82
4
2.68
20
2.54
27

Edelweiss Large Cap Fund

0.67
19
2.45
17
3.50
7
5.70
7
13.81
6
9.30
9
15.98
9
12.59
3

Baroda Bnp Paribas Large Cap Fund

0.66
20
2.62
12
3.45
8
5.63
8
13.51
11

Franklin India Bluechip Fund

0.65
21
2.91
1
4.12
1
3.47
25
8.99
29
3.25
25
14.99
18
9.84
21

Axis Bluechip Fund

0.65
22
1.80
29
1.46
30
1.23
29
9.30
28
-1.10
28
12.65
23
13.01
2

Iti Large Cap Fund

0.64
23
2.23
23
3.03
15
6.12
2
13.83
5
4.71
21

Indiabulls Blue Chip Fund

0.62
24
2.75
5
4.09
2
5.90
6
13.57
8
9.72
7
11.58
24
9.48
22

Hdfc Top 100 Fund

0.60
25
2.60
15
3.91
3
6.00
4
14.68
2
16.23
2
15.74
10
11.25
13

Jm Large Cap Fund

0.59
26
2.24
22
2.26
25
5.37
11
13.24
12
8.59
12
15.55
11
10.69
18

Mirae Asset Large Cap Fund

0.54
27
2.69
6
3.35
10
5.02
12
11.61
23
7.93
14
15.47
12
12.11
7

Idfc Large Cap Fund

0.37
28
1.78
30
2.05
27
2.25
28
11.64
22
3.32
24
15.03
17
10.36
19

Invesco India Largecap Fund

0.35
29
1.84
28
2.25
26
2.55
26
10.61
27
2.65
26
15.38
15
11.42
11

Icici Prudential Bluechip Fund

0.00
30
1.93
27
2.37
23
5.46
10
12.85
17
11.61
4
17.40
2
12.44
6

L&T India Large Cap Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Taurus Largecap Equity Fund

1.02
1
2.08
26
3.24
11
1.17
30
13.81
13
11.96
4
13.34
23
8.79
24

Lic Mf Large Cap Fund

0.93
2
2.64
13
2.60
21
3.81
24
11.40
27
5.12
23
15.01
20
12.58
12

Union Largecap Fund

0.90
3
2.68
8
3.21
12
4.47
19
12.52
21
5.70
21
16.17
17
11.40
20

Bank Of India Bluechip Fund

0.89
4
2.44
19
1.89
29
4.33
21
14.34
7
3.57
27

Sbi Blue Chip Fund

0.87
5
2.41
20
2.97
17
4.78
17
13.57
15
10.39
9
17.58
8
12.59
11

Kotak Bluechip Fund

0.84
6
2.90
2
2.96
18
4.39
20
12.55
20
8.70
17
17.87
6
13.85
4

Idbi India Top 100 Equity Fund

0.82
7
2.40
21
3.10
16
4.82
15
13.88
11
11.36
5
19.37
1
13.60
5

Tata Large Cap Fund

0.81
8
2.69
7
3.85
5
5.92
9
13.84
12
10.15
10
16.43
14
12.23
13

Sundaram Large Cap Fund

0.80
9
2.49
16
3.70
6
6.45
3
14.77
5
11.30
6

Pgim India Large Cap Fund

0.79
10
2.86
3
3.98
3
6.77
1
14.86
4
9.18
14
14.95
21
11.88
17

Dsp Top 100 Equity Fund

0.76
11
2.67
10
1.90
28
4.78
16
13.29
17
8.35
18
11.76
25
10.05
23

Aditya Birla Sun Life Frontline Equity Fund

0.76
12
2.65
11
3.49
9
5.12
14
13.47
16
9.76
11
17.01
10
11.88
16

Nippon India Large Cap Fund

0.75
13
2.67
9
3.19
15
6.20
5
17.19
1
17.85
1
18.22
3
12.91
10

Hsbc Large Cap Equity Fund

0.74
14
2.64
14
2.82
20
4.21
22
14.07
10
9.01
16
15.15
19
12.20
14

Uti Mastershare Unit Scheme

0.73
15
2.19
25
2.34
25
4.12
23
11.62
25
5.65
22
17.94
5
13.50
6

Canara Robeco Bluechip Equity Fund

0.73
16
2.24
24
2.52
22
4.69
18
12.56
19
8.12
19
19.11
2
16.00
1

Mahindra Manulife Large Cap Pragati Yojana

0.71
17
2.47
18
3.21
14
5.34
12
12.26
23
9.73
12
17.29
9

Quant Large Cap Fund

0.70
18
2.86
4
2.85
19
3.03
26

Edelweiss Large Cap Fund

0.67
19
2.47
17
3.65
7
6.14
7
14.73
6
11.04
8
17.81
7
14.12
3

Baroda Bnp Paribas Large Cap Fund

0.66
20
2.65
12
3.54
8
5.94
8
14.22
9

Franklin India Bluechip Fund

0.66
21
2.93
1
4.18
1
3.68
25
9.41
29
4.03
26
15.84
18
10.69
22

Iti Large Cap Fund

0.65
22
2.27
22
3.21
13
6.68
2
15.06
2
7.03
20

Axis Bluechip Fund

0.64
23
1.83
29
1.56
30
1.50
29
9.88
28
0.04
28
13.99
22
14.41
2

Indiabulls Blue Chip Fund

0.62
24
2.74
5
4.17
2
6.20
4
14.31
8
11.20
7
13.19
24
11.08
21

Hdfc Top 100 Fund

0.60
25
2.61
15
3.97
4
6.16
6
15.03
3
16.93
2
16.42
15
11.94
15

Jm Large Cap Fund

0.59
26
2.26
23
2.32
26
5.55
11
13.65
14
9.44
13
16.68
13
11.82
18

Mirae Asset Large Cap Fund

0.54
27
2.71
6
3.43
10
5.30
13
12.20
24
9.05
15
16.72
12
13.27
7

Idfc Large Cap Fund

0.37
28
1.81
30
2.15
27
2.57
28
12.36
22
4.64
24
16.39
16
11.56
19

Invesco India Largecap Fund

0.36
29
1.88
28
2.40
24
2.96
27
11.47
26
4.19
25
16.97
11
13.08
9

Icici Prudential Bluechip Fund

0.00
30
1.95
27
2.44
23
5.63
10
13.21
18
12.33
3
18.13
4
13.25
8

L&T India Large Cap Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Tata Large Cap Fund

-0.41
11
-0.88
8
0.08
9
21.91
12
13.47
13

Aditya Birla Sun Life Frontline Equity Fund

-0.28
7
-0.76
6
0.05
10
22.71
8
13.34
14

Axis Bluechip Fund

-1.17
29
-2.84
25
-2.63
28
20.07
19
15.39
4

Franklin India Bluechip Fund

-0.52
18
-1.37
18
-1.73
27
21.52
15
13.16
15

Mirae Asset Large Cap Fund

-0.11
6
-1.23
15
-0.49
19
21.85
13
14.58
6

Canara Robeco Bluechip Equity Fund

-0.63
19
-1.69
23
-0.70
21
24.61
2
17.20
1

Dsp Top 100 Equity Fund

-0.43
13
-2.84
26
-0.58
20
12.52
26
10.58
23

Edelweiss Large Cap Fund

-0.44
15
-1.28
16
-0.19
15
20.71
18
13.74
10

Hdfc Top 100 Fund

0.22
3
0.54
2
2.30
2
23.18
6
11.87
22

Hsbc Large Cap Equity Fund

-0.72
22
-1.32
17
-0.45
18
20.01
20
13.02
17

Icici Prudential Bluechip Fund

-0.05
5
0.44
3
2.09
3
24.44
3
14.32
8

Idbi India Top 100 Equity Fund

-0.63
20
-0.90
9
0.55
6
24.41
4
16.48
2

Idfc Large Cap Fund

-0.92
26
-1.05
11
-0.21
16
21.82
14
13.58
11

Indiabulls Blue Chip Fund

-0.43
14
-1.11
13
0.14
8
14.61
25
9.68
25

Invesco India Largecap Fund

-1.14
28
-1.52
21
-0.74
22
24.01
5
13.77
9

Jm Large Cap Fund

-0.39
9
-0.31
4
0.44
7
21.23
17
12.33
19

Kotak Bluechip Fund

-0.39
10
-1.13
14
-0.31
17
22.00
11
15.49
3

Mahindra Pragati Bluechip Yojana

-0.42
12
-0.78
7
-0.00
11
22.44
9

Nippon India Large Cap Fund

0.57
1
0.60
1
3.78
1
24.79
1
11.96
21

Pgim India Large Cap Fund

-0.70
21
-2.95
27
-1.41
25
17.68
23
12.26
20

Sbi Blue Chip Fund

0.02
4
-0.66
5
1.14
5
21.52
16
14.40
7

Union Largecap Fund

-0.75
23
-1.88
24
-0.84
23
22.14
10
13.53
12

Uti Mastershare Unit Scheme

-0.46
16
-1.42
20
-0.12
13
23.07
7
15.18
5

L&T India Large Cap Fund

-0.37
8
-1.38
19
-0.15
14
19.18
21
12.93
18

Taurus Largecap Equity Fund

0.49
2
-0.92
10
1.96
4
17.56
24
10.36
24

Lic Mf Large Cap Fund

-0.82
25
-1.60
22
-0.92
24
18.77
22
13.05
16

Iti Large Cap Fund

-0.92
27
-3.24
29
-1.61
26

Sundaram Large Cap Fund

-0.51
17
-1.10
12
-0.03
12

Boi Axa Bluechip Fund

-0.80
24
-3.11
28
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Icici Prudential Bluechip Fund

-0.01
5
0.60
3
2.42
3
25.21
5
15.05
10

Aditya Birla Sun Life Frontline Equity Fund

-0.22
7
-0.59
7
0.39
14
23.54
9
14.10
15

Axis Bluechip Fund

-1.07
29
-2.57
25
-2.08
28
21.60
19
16.82
3

Franklin India Bluechip Fund

-0.46
18
-1.19
20
-1.37
27
22.42
18
14.01
17

Mirae Asset Large Cap Fund

-0.02
6
-0.98
16
0.02
19
23.17
12
15.82
6

Canara Robeco Bluechip Equity Fund

-0.50
19
-1.32
23
0.04
18
26.51
1
18.84
1

Dsp Top 100 Equity Fund

-0.36
15
-2.65
27
-0.19
22
13.40
26
11.40
23

Edelweiss Large Cap Fund

-0.31
12
-0.90
14
0.57
12
22.77
15
15.39
7

Hdfc Top 100 Fund

0.27
3
0.69
2
2.60
2
23.90
8
12.55
22

Hsbc Large Cap Equity Fund

-0.64
22
-1.09
17
0.02
20
21.15
20
14.06
16

Idbi India Top 100 Equity Fund

-0.54
20
-0.61
8
1.16
6
25.89
2
17.81
2

Idfc Large Cap Fund

-0.83
27
-0.73
10
0.41
13
23.20
11
14.84
11

Indiabulls Blue Chip Fund

-0.32
13
-0.74
11
0.84
9
16.43
25
11.28
24

Invesco India Largecap Fund

-1.02
28
-1.16
19
-0.00
21
25.78
4
15.31
8

Jm Large Cap Fund

-0.32
14
-0.08
4
0.90
8
22.55
16
13.49
20

Kotak Bluechip Fund

-0.28
9
-0.82
13
0.32
17
23.43
10
16.82
4

Mahindra Pragati Bluechip Yojana

-0.27
8
-0.33
5
0.95
7
24.67
6

Nippon India Large Cap Fund

0.64
1
0.80
1
4.24
1
25.81
3
12.95
21

Pgim India Large Cap Fund

-0.56
21
-2.60
26
-0.67
26
19.46
23
13.88
19

Sbi Blue Chip Fund

0.09
4
-0.47
6
1.51
5
22.47
17
15.27
9

Tata Large Cap Fund

-0.31
11
-0.63
9
0.61
11
22.94
13
14.44
12

Union Largecap Fund

-0.69
23
-1.73
24
-0.50
25
22.82
14
14.17
14

Uti Mastershare Unit Scheme

-0.39
16
-1.19
21
0.34
16
24.20
7
16.19
5

L&T India Large Cap Fund

-0.28
10
-1.14
18
0.34
15
20.27
21
13.92
18

Taurus Largecap Equity Fund

0.50
2
-0.90
15
2.01
4
17.68
24
10.63
25

Lic Mf Large Cap Fund

-0.70
25
-1.27
22
-0.27
23
20.25
22
14.39
13

Iti Large Cap Fund

-0.71
26
-2.73
28
-0.48
24

Sundaram Large Cap Fund

-0.39
17
-0.74
12
0.76
10

Boi Axa Bluechip Fund

-0.70
24
-2.84
29
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

-16.82
11
-29.09
24
-6.92
4
20.26
21
15.38
22

Axis Bluechip Fund

-16.33
8
-19.35
3
-9.23
21
17.38
3
12.83
3

Franklin India Bluechip Fund

-20.59
25
-28.85
22
-8.92
20
20.68
24
15.46
23

Mirae Asset Large Cap Fund

-17.19
15
-28.45
19
-8.05
11
19.61
16
15.01
18

Canara Robeco Bluechip Equity Fund

-15.22
4
-21.91
4
-7.25
7
17.76
4
13.33
4

Dsp Top 100 Equity Fund

-19.73
24
-31.60
25
-10.14
25
21.79
26
16.96
26

Edelweiss Large Cap Fund

-16.75
10
-26.78
10
-8.03
10
19.38
12
14.84
15

Hdfc Top 100 Fund

-22.41
26
-33.22
26
-7.55
8
21.35
25
15.86
25

Hsbc Large Cap Equity Fund

-16.02
7
-26.85
11
-8.25
16
19.62
17
14.63
11

Icici Prudential Bluechip Fund

-17.92
21
-28.55
20
-6.61
3
19.26
11
14.74
13

Idbi India Top 100 Equity Fund

-15.33
5
-24.18
6
-7.10
6
18.66
7
14.10
6

Idfc Large Cap Fund

-14.04
3
-24.90
7
-8.13
14
18.51
6
14.13
7

Indiabulls Blue Chip Fund

-17.46
17
-28.27
18
-9.33
22
19.90
20
15.34
21

Invesco India Largecap Fund

-16.87
13
-26.68
9
-8.13
13
19.71
19
15.21
19

Jm Large Cap Fund

-13.26
2
-11.82
2
-3.85
1
11.84
1
8.38
1

Kotak Bluechip Fund

-18.40
22
-27.29
17
-8.18
15
19.38
13
14.95
16

Mahindra Manulife Large Cap Pragati Yojana

-15.94
6
-27.04
15
-11.16
27
19.14
10
14.49
9

Nippon India Large Cap Fund

-23.59
27
-33.63
27
-7.08
5
22.99
27
17.55
27

Pgim India Large Cap Fund

-17.67
19
-26.94
14
-10.02
23
18.74
8
14.37
8

Sbi Blue Chip Fund

-17.72
20
-28.59
21
-7.89
9
20.53
23
15.30
20

Tata Large Cap Fund

-17.27
16
-28.94
23
-10.24
26
20.35
22
15.76
24

Union Largecap Fund

-17.62
18
-27.22
16
-8.47
17
19.57
15
14.68
12

Uti Mastershare Unit Scheme

-16.72
9
-25.97
8
-8.09
12
19.08
9
14.50
10

L&T India Large Cap Fund

-17.15
14
-26.94
13
-8.64
18
19.69
18
14.99
17

Taurus Largecap Equity Fund

-19.31
23
-26.91
12
-8.82
19
19.57
14
14.75
14

Lic Mf Large Cap Fund

-16.86
12
-23.38
5
-10.09
24
18.42
5
14.09
5

Baroda Bnp Paribas Large Cap Fund

-12.78
1
-8.15
1
-5.63
2
15.65
2
8.95
2
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

0.37
19
0.19
19
0.31
19
0.49
-0.25
12 0.99 9
0.99
2
0.10
9
15.23
7
-0.00
9

Axis Bluechip Fund

0.47
5
0.23
4
0.44
3
0.46
-1.10
15 0.81 24
0.91
18
0.08
21
13.59
17
-0.04
22

Franklin India Bluechip Fund

0.31
23
0.17
24
0.29
23
0.48
0.75
6 0.99 7
0.72
25
0.10
12
12.68
20
0.01
3

Mirae Asset Large Cap Fund

0.42
10
0.21
10
0.34
16
0.49
0.12
8 1.04 3
0.85
22
0.10
15
13.22
19
0.01
4

Canara Robeco Bluechip Equity Fund

0.58
1
0.28
1
0.48
2
0.48
2.33
2 0.85 23
0.97
9
0.13
2
18.91
2
0.00
6

Dsp Top 100 Equity Fund

0.25
25
0.14
25
0.24
27
0.49
-6.20
25 1.02 4
0.95
14
0.06
25
10.07
25
-0.06
25

Edelweiss Large Cap Fund

0.41
11
0.20
13
0.35
10
0.49
-0.65
13 0.95 16
0.98
4
0.10
14
14.77
11
-0.01
12

Hdfc Top 100 Fund

0.31
24
0.17
22
0.26
24
0.46
-1.04
14 1.04 2
0.76
24
0.08
20
11.51
23
-0.00
10

Hsbc Large Cap Equity Fund

0.40
15
0.20
12
0.34
14
0.48
-1.78
20 0.96 13
0.98
6
0.09
18
13.59
16
-0.02
19

Icici Prudential Bluechip Fund

0.44
7
0.21
8
0.35
11
0.49
1.55
4 1.00 5
0.82
23
0.11
7
14.29
14
0.02
2

Idbi India Top 100 Equity Fund

0.53
3
0.26
3
0.43
4
0.47
2.19
3 1.00 6
0.88
19
0.11
5
15.38
6
0.02
1

Idfc Large Cap Fund

0.43
8
0.21
9
0.37
7
0.48
-0.06
9 0.88 22
0.95
13
0.11
6
15.98
5
-0.02
18

Indiabulls Blue Chip Fund

0.23
26
0.13
26
0.24
26
0.48
-4.69
24 0.95 14
0.97
11
0.06
24
10.49
24
-0.05
24

Invesco India Largecap Fund

0.40
13
0.20
16
0.35
12
0.51
-0.23
10 0.95 15
0.94
17
0.10
10
14.86
10
-0.01
11

Jm Large Cap Fund

0.54
2
0.27
2
0.51
1
0.43
5.04
1 0.55 25
0.86
20
0.16
1
22.87
1
-0.02
16

Kotak Bluechip Fund

0.48
4
0.23
5
0.38
6
0.48
1.16
5 0.94 17
0.99
3
0.12
4
16.71
4
0.00
5

Mahindra Manulife Large Cap Pragati Yojana

0.41
12
0.20
11
0.34
13
0.49
-0.25
11 0.90 21
0.97
10
0.10
13
15.08
8
-0.02
15

Nippon India Large Cap Fund

0.34
21
0.18
20
0.29
22
0.47
-1.52
19 1.07 1
0.94
16
0.10
8
14.57
12
-0.00
7

Pgim India Large Cap Fund

0.35
20
0.17
21
0.30
20
0.49
-2.67
23 0.91 20
0.98
7
0.07
23
12.49
21
-0.04
23

Sbi Blue Chip Fund

0.42
9
0.22
7
0.35
9
0.48
-1.29
17 0.99 8
0.98
8
0.10
11
14.94
9
-0.01
13

Tata Large Cap Fund

0.38
18
0.19
18
0.32
18
0.48
-1.21
16 0.97 10
0.96
12
0.09
17
13.89
15
-0.02
14

Union Largecap Fund

0.40
14
0.20
14
0.34
17
0.49
-1.87
21 0.96 12
0.99
1
0.09
16
14.38
13
-0.03
20

Uti Mastershare Unit Scheme

0.46
6
0.23
6
0.38
5
0.49
0.64
7 0.93 19
0.98
5
0.12
3
16.95
3
-0.00
8

L&T India Large Cap Fund

0.39
16
0.20
15
0.34
15
0.49

Taurus Largecap Equity Fund

0.32
22
0.17
23
0.30
21
0.48
-2.51
22 0.94 18
0.94
15
0.09
19
13.35
18
-0.03
21

Lic Mf Large Cap Fund

0.39
17
0.19
17
0.36
8
0.48
-1.30
18 0.96 11
0.85
21
0.08
22
11.87
22
-0.02
17

Baroda Bnp Paribas Large Cap Fund

0.02
27
0.04
27
0.26
25
0.51

Taurus Largecap Equity Fund Additional Return Analysis

Taurus Largecap Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1010.20 1020.88 1032.28 1011.48 1137.69 1118.65 1451.35 1503.45
Direct Plan Value of 1000 Rupee 1010.18 1020.85 1032.37 1011.67 1138.08 1119.57 1456.08 1523.56
Fund Information
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


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