Taurus Largecap Equity Fund

Previously Known As : Taurus Bonanza Fund
Click on + to See NAV
Fund Name NAV Date NAV Rupee Change Percent Change
Taurus Largecap Equity Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 28/Feb/2024 61.14
-0.8700
-1.4030%
Taurus Largecap Equity Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 28/Feb/2024 64.91
-0.9300
-1.4125%
Taurus Largecap Equity Fund - Regular Plan - Growth 28/Feb/2024 139.57
-1.9900
-1.4058%
Taurus Largecap Equity Fund - Direct Plan - Growth 28/Feb/2024 147.36
-2.1000
-1.4051%

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

Fund Performance Analysis

Taurus Largecap Equity Fund Analysis

Bmsmoney Large Cap Fund Category Rank: 22

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 %
4.97
2.08
Yes
Yes
No
1/28 -0.22 / 4.97
1M Rolling Return %
2.47
2.48
No
No
No
15/29 1.98 / 3.12
3M Return %
14.72
11.29
Yes
Yes
No
4/29 5.70 / 20.86
3M Rolling Return %
5.99
4.90
Yes
Yes
No
4/29 3.15 / 6.89
6M Return %
23.43
17.02
Yes
Yes
No
4/29 9.45 / 29.11
6M Rolling Return %
7.29
9.18
No
No
Yes
25/29 5.75 / 13.31
1Y Return %
42.96
32.75
Yes
Yes
No
3/29 22.87 / 51.18
1Y Rolling Return %
6.28
6.66
No
No
No
13/26 1.14 / 14.41
3Y Return %
16.51
15.45
Yes
Yes
No
7/26 10.60 / 22.25
3Y Rolling Return %
12.24
14.28
No
No
Yes
22/25 10.48 / 17.24
5Y Return %
14.84
16.06
No
No
Yes
18/23 13.91 / 18.68
Standard Deviation
15.95
13.12
No
No
Yes
25/25 12.16 / 15.95
Semi Deviation
10.85
8.90
No
No
Yes
25/25 8.29 / 10.85
Max Drawdown
-13.52
-12.15
No
No
Yes
19/25 -17.27 / -6.79
VaR 1 Y
-19.12
-13.59
No
No
Yes
25/25 -19.12 / -11.33
Average Drawdown
-5.91
-4.89
No
No
Yes
22/25 -11.17 / -3.15
Sharpe Ratio
0.46
0.66
No
No
Yes
23/25 0.19 / 1.15
Sterling Ratio
0.65
0.77
No
No
Yes
20/25 0.37 / 1.39
Sortino Ratio
0.25
0.37
No
No
Yes
23/25 0.12 / 0.70
Jensen Alpha
-4.52
0.86
No
No
Yes
24/25 -6.40 / 9.25
Treynor Ratio
0.07
0.10
No
No
Yes
21/25 0.03 / 0.18
Modigliani Square measure
12.92
17.08
No
No
Yes
23/25 10.01 / 23.58
Active Return
-2.93
-0.64
No
No
Yes
22/25 -6.99 / 6.54
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 28, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

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

Aditya Birla Sun Life Frontline Equity Fund

3 The Aditya Birla Sun Life Frontline Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Frontline Equity Fund performance snapshot section. 30.72% 16.25% -11.38% -12.42% 1.03 0.63 0.40

Edelweiss Large Cap Fund

2 The Edelweiss Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large Cap Fund performance snapshot section. 31.69% 16.48% -11.44% -12.40% 0.97 0.56 0.37

Icici Prudential Bluechip Fund

1 The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% 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 Icici Prudential Bluechip Fund performance snapshot section. 38.03% 19.86% -8.34% -11.65% 1.24 0.77 0.39

Nippon India Large Cap Fund

4 The Nippon India Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 17<sup>th</sup> 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 has second 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 Nippon India Large Cap Fund performance snapshot section. 40.26% 22.25% -7.75% -12.86% 1.42 0.97 0.39

Sbi Blue Chip Fund

5 The Sbi Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has sixth 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 Sbi Blue Chip Fund performance snapshot section. 23.90% 13.66% -10.33% -11.81% 1.03 0.68 0.41

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 %
4.98
2.17
Yes
Yes
No
1/28 -0.16 / 4.98
1M Rolling Return %
2.48
2.57
No
No
No
20/29 2.11 / 3.19
3M Return %
14.75
11.58
Yes
Yes
No
4/29 5.88 / 21.27
3M Rolling Return %
6.02
5.17
Yes
Yes
No
6/29 3.40 / 7.14
6M Return %
23.48
17.63
Yes
Yes
No
4/29 9.84 / 30.08
6M Rolling Return %
7.35
9.75
No
No
Yes
27/29 6.28 / 13.77
1Y Return %
43.07
34.14
Yes
Yes
No
3/29 24.13 / 53.60
1Y Rolling Return %
6.37
7.82
No
No
Yes
22/26 2.23 / 15.38
3Y Return %
16.61
16.69
No
No
No
13/26 11.78 / 23.28
3Y Rolling Return %
12.40
15.46
No
No
Yes
23/25 11.35 / 18.70
5Y Return %
14.98
17.18
No
No
Yes
23/23 14.98 / 19.57
Standard Deviation
15.95
13.12
No
No
Yes
25/25 12.16 / 15.95
Semi Deviation
10.85
8.90
No
No
Yes
25/25 8.29 / 10.85
Max Drawdown
-13.52
-12.15
No
No
Yes
19/25 -17.27 / -6.79
VaR 1 Y
-19.12
-13.59
No
No
Yes
25/25 -19.12 / -11.33
Average Drawdown
-5.91
-4.89
No
No
Yes
22/25 -11.17 / -3.15
Sharpe Ratio
0.46
0.66
No
No
Yes
23/25 0.19 / 1.15
Sterling Ratio
0.65
0.77
No
No
Yes
20/25 0.37 / 1.39
Sortino Ratio
0.25
0.37
No
No
Yes
23/25 0.12 / 0.70
Jensen Alpha
-4.52
0.86
No
No
Yes
24/25 -6.40 / 9.25
Treynor Ratio
0.07
0.10
No
No
Yes
21/25 0.03 / 0.18
Modigliani Square measure
12.92
17.08
No
No
Yes
23/25 10.01 / 23.58
Active Return
-2.93
-0.64
No
No
Yes
22/25 -6.99 / 6.54
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 28, 2024.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Taurus Largecap Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 4.97% 4.98%
1M Rolling Return % 2.47% 2.48%
3M Return % 14.72% 14.75%
3M Rolling Return % 5.99% 6.02%
6M Return % 23.43% 23.48%
6M Rolling Return % 7.29% 7.35%
1Y Return % 42.96% 43.07%
1Y Rolling Return % 6.28% 6.37%
3Y Return % 16.51% 16.61%
3Y Rolling Return % 12.24% 12.40%
5Y Return % 14.84% 14.98%
Standard Deviation 15.95% 15.95%
Semi Deviation 10.85% 10.85%
Max Drawdown -13.52% -13.52%
VaR 1 Y -19.12% -19.12%
Average Drawdown -5.91% -5.91%
Sharpe Ratio 0.46% 0.46%
Sterling Ratio 0.65% 0.65%
Sortino Ratio 0.25% 0.25%
Jensen Alpha -4.52% -4.52%
Treynor Ratio 0.07% 0.07%
Modigliani Square measure 12.92% 12.92%
Active Return -2.93% -2.93%

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% 13.74% 0.00%
One Year -59.36% 122.98% 16.64% 18.25%
Three Year -6.86% 64.31% 13.44% 2.96%
Five Year -1.26% 48.40% 14.23% 0.05%
Seven Year 5.35% 32.21% 13.23% 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

Dsp Top 100 Equity Fund

-0.81
1
-0.98
9
3.07
5
9.09
25
15.76
17
33.22
13
15.38
13
15.28
16

Mirae Asset Large Cap Fund

-0.85
2
-0.94
7
0.50
27
6.31
29
9.85
28
22.96
28
13.04
22
14.89
17

Uti Mastershare Unit Scheme

-0.88
3
-1.09
15
1.08
23
6.89
27
11.86
26
25.25
24
13.74
19
15.46
15

Hdfc Top 100 Fund

-0.99
4
-0.91
6
0.80
25
11.44
13
19.07
9
36.32
7
19.33
4
17.14
4

Mahindra Manulife Large Cap Pragati Yojana

-1.00
5
-1.09
16
2.05
14
10.68
17
14.84
20
30.06
19
14.84
17

Canara Robeco Bluechip Equity Fund

-1.00
6
-0.85
4
1.78
19
10.43
18
15.01
18
28.93
21
14.50
18
17.91
3

Lic Mf Large Cap Fund

-1.02
7
-1.05
13
0.91
24
8.32
26
12.10
25
22.87
29
12.21
24
14.27
21

Pgim India Large Cap Fund

-1.03
8
-1.11
18
0.62
26
6.78
28
10.32
27
23.27
27
11.83
25
13.91
23

Icici Prudential Bluechip Fund

-1.05
9
-1.00
10
2.23
13
12.85
10
21.15
5
38.03
6
19.86
2
18.68
1

Tata Large Cap Fund

-1.06
10
-0.79
2
1.71
21
11.43
14
16.45
14
31.89
15
16.59
6
16.59
8

Baroda Bnp Paribas Large Cap Fund

-1.07
11
-0.89
5
3.65
3
14.79
3
20.37
6
36.13
8

Aditya Birla Sun Life Frontline Equity Fund

-1.08
12
-1.03
12
1.81
18
10.10
20
14.89
19
30.72
18
16.25
9
16.15
13

Nippon India Large Cap Fund

-1.10
13
-1.02
11
2.56
9
12.81
11
17.44
12
40.26
5
22.25
1
18.49
2

Sundaram Large Cap Fund

-1.12
14
-0.96
8
1.82
17
9.47
23
14.04
23
28.97
20
15.63
11

Kotak Bluechip Fund

-1.13
15
-1.18
20
1.91
15
9.66
22
14.71
21
28.29
23
15.36
14
17.12
5

Axis Bluechip Fund

-1.13
16
-0.83
3
1.83
16
9.44
24
14.01
24
25.03
25
10.60
26
14.37
20

Bank Of India Bluechip Fund

-1.15
17
-1.08
14
2.59
7
14.19
5
25.43
2
43.49
2

Edelweiss Large Cap Fund

-1.18
18
-1.24
22
2.36
10
10.38
19
16.08
16
31.69
16
16.48
8
16.99
7

Indiabulls Blue Chip Fund

-1.20
19
-0.71
1
1.77
20
13.16
7
19.62
8
32.25
14
14.86
16
14.02
22

Franklin India Bluechip Fund

-1.22
20
-1.26
23
9.74
21
14.25
22
28.30
22
12.49
23
14.43
19

Sbi Blue Chip Fund

-1.23
21
-1.11
17
-0.22
28
5.70
30
9.45
29
23.90
26
13.66
20
16.34
11

Hsbc Large Cap Equity Fund

-1.24
22
-1.24
21
2.29
11
10.96
15
17.24
13
33.34
12
14.87
15
16.48
9

Jm Large Cap Fund

-1.39
23
-1.56
26
3.08
4
17.28
2
24.51
3
41.83
4
19.43
3
17.06
6

Taurus Largecap Equity Fund

-1.41
24
-1.63
28
4.97
1
14.72
4
23.43
4
42.96
3
16.51
7
14.84
18

Iti Large Cap Fund

-1.41
25
-1.44
24
2.58
8
13.72
6
20.34
7
35.57
11
13.36
21

Invesco India Largecap Fund

-1.43
26
-1.57
27
2.72
6
12.29
12
17.50
11
35.85
9
17.18
5
16.39
10

Union Largecap Fund

-1.44
27
-1.12
19
2.26
12
10.86
16
16.19
15
31.52
17
15.51
12
16.12
14

Idfc Large Cap Fund

-1.45
28
-1.46
25
1.31
22
13.11
8
18.62
10
35.80
10
15.99
10
16.32
12

Quant Large Cap Fund

-1.82
29
-1.74
29
4.15
2
20.86
1
29.11
1
51.18
1

Idbi India Top 100 Equity 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

Dsp Top 100 Equity Fund

-0.81
1
-0.96
9
3.14
5
9.31
25
16.21
17
34.26
13
16.29
16
16.17
16

Mirae Asset Large Cap Fund

-0.84
2
-0.93
7
0.59
27
6.57
29
10.40
28
24.19
28
14.22
22
16.11
17

Uti Mastershare Unit Scheme

-0.88
3
-1.07
15
1.15
23
7.13
28
12.38
26
26.36
24
14.77
20
16.49
15

Hdfc Top 100 Fund

-0.99
4
-0.90
6
0.85
25
11.59
14
19.41
9
37.09
11
20.03
4
17.82
8

Mahindra Manulife Large Cap Pragati Yojana

-0.99
5
-1.07
14
2.19
14
11.12
16
15.78
18
32.24
18
16.92
11

Canara Robeco Bluechip Equity Fund

-0.99
6
-0.83
4
1.87
18
10.76
19
15.72
19
30.49
21
16.10
17
19.57
1

Lic Mf Large Cap Fund

-1.01
7
-1.03
13
1.01
24
8.62
26
12.71
25
24.13
29
13.58
23
15.58
20

Pgim India Large Cap Fund

-1.03
8
-1.08
16
0.75
26
7.19
27
11.16
27
25.14
26
13.52
24
15.57
21

Icici Prudential Bluechip Fund

-1.05
9
-0.99
10
2.28
13
13.00
11
21.48
6
38.81
6
20.59
2
19.41
3

Tata Large Cap Fund

-1.05
10
-0.78
2
1.81
21
11.71
13
17.02
14
33.15
16
17.72
7
17.66
10

Baroda Bnp Paribas Large Cap Fund

-1.06
11
-0.87
5
3.75
3
15.12
3
21.08
7
37.75
9

Aditya Birla Sun Life Frontline Equity Fund

-1.08
12
-1.02
12
1.87
19
10.28
20
15.28
21
31.59
19
17.04
10
16.94
13

Nippon India Large Cap Fund

-1.10
13
-1.01
11
2.63
9
13.05
9
17.94
12
41.41
5
23.28
1
19.48
2

Sundaram Large Cap Fund

-1.12
14
-0.94
8
1.93
16
9.82
23
14.78
22
30.66
20
17.40
9

Kotak Bluechip Fund

-1.12
15
-1.16
20
2.00
15
9.98
21
15.39
20
29.87
22
16.80
12
18.52
5

Axis Bluechip Fund

-1.13
16
-0.82
3
1.92
17
9.69
24
14.52
24
26.20
25
11.78
26
15.66
18

Bank Of India Bluechip Fund

-1.18
17
-1.11
19
2.65
8
14.45
5
25.98
2
44.78
2

Edelweiss Large Cap Fund

-1.18
18
-1.22
21
2.49
10
10.79
18
16.99
15
33.69
15
18.26
6
18.78
4

Indiabulls Blue Chip Fund

-1.22
19
-0.71
1
1.85
20
13.49
7
20.32
8
33.83
14
16.37
14
15.58
19

Franklin India Bluechip Fund

-1.22
20
-1.24
23
9.95
22
14.73
23
29.48
23
13.40
25
15.33
22

Sbi Blue Chip Fund

-1.23
21
-1.09
17
-0.16
28
5.88
30
9.84
29
24.78
27
14.49
21
17.20
12

Hsbc Large Cap Equity Fund

-1.23
22
-1.23
22
2.37
11
11.22
15
17.80
13
34.61
12
15.96
18
17.58
11

Union Largecap Fund

-1.37
23
-1.11
18
2.34
12
11.07
17
16.65
16
32.54
17
16.34
15
16.89
14

Jm Large Cap Fund

-1.39
24
-1.53
26
3.20
4
17.56
2
25.04
3
42.95
4
20.45
3
18.15
6

Iti Large Cap Fund

-1.40
25
-1.41
24
2.83
7
14.34
6
21.58
5
38.30
7
15.82
19

Taurus Largecap Equity Fund

-1.41
26
-1.62
28
4.98
1
14.75
4
23.48
4
43.07
3
16.61
13
14.98
23

Invesco India Largecap Fund

-1.42
27
-1.55
27
2.83
6
12.68
12
18.32
11
37.76
8
18.88
5
18.02
7

Idfc Large Cap Fund

-1.45
28
-1.44
25
1.40
22
13.44
8
19.34
10
37.44
10
17.43
8
17.67
9

Quant Large Cap Fund

-1.81
29
-1.72
29
4.27
2
21.27
1
30.08
1
53.60
1

Idbi India Top 100 Equity 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

Boi Axa Bluechip Fund

3.09
2
6.89
1
10.52
6

Aditya Birla Sun Life Frontline Equity Fund

2.59
11
4.35
21
9.53
12
7.71
5
14.88
9

Axis Bluechip Fund

2.05
28
3.59
26
6.34
28
1.14
26
12.43
21

Franklin India Bluechip Fund

2.23
25
4.12
25
8.40
22
3.41
24
14.12
16

Mirae Asset Large Cap Fund

2.28
24
3.51
28
7.49
24
6.70
11
14.87
10

Canara Robeco Bluechip Equity Fund

2.37
21
4.30
24
8.50
21
5.32
22
16.94
2

Dsp Top 100 Equity Fund

2.60
9
5.95
5
10.85
4
5.66
20
10.48
25

Edelweiss Large Cap Fund

2.63
7
5.17
10
10.37
8
7.56
7
14.94
8

Hdfc Top 100 Fund

2.69
4
6.09
2
11.09
3
12.82
2
13.14
19

Hsbc Large Cap Equity Fund

2.73
3
5.66
8
10.00
10
5.74
18
13.74
18

Icici Prudential Bluechip Fund

2.53
14
5.78
7
10.50
7
10.67
3
16.25
4

Idfc Large Cap Fund

2.42
18
4.98
13
9.62
11
5.87
16
14.64
12

Indiabulls Blue Chip Fund

2.32
22
4.35
20
7.25
26
6.21
14
10.55
24

Invesco India Largecap Fund

2.65
5
4.91
14
11.51
2
6.05
15
14.85
11

Jm Large Cap Fund

2.63
6
5.51
9
10.06
9
7.65
6
13.94
17

Kotak Bluechip Fund

2.39
19
4.61
18
8.56
20
6.71
10
16.09
5

Mahindra Pragati Bluechip Yojana

2.62
8
4.67
17
8.76
19
5.87
17
14.37
15

Nippon India Large Cap Fund

3.12
1
5.93
6
13.31
1
14.41
1
15.10
7

Pgim India Large Cap Fund

1.98
29
3.58
27
7.09
27
5.39
21
12.19
23

Sbi Blue Chip Fund

2.60
10
4.31
23
8.87
17
8.26
4
15.68
6

Tata Large Cap Fund

2.57
13
4.83
15
8.31
23
7.42
9
14.41
14

Union Largecap Fund

2.43
17
4.81
16
9.04
15
6.44
12
14.57
13

Uti Mastershare Unit Scheme

2.44
16
4.48
19
8.79
18
5.71
19
16.25
3

Taurus Largecap Equity Fund

2.47
15
5.99
4
7.29
25
6.28
13
12.24
22

Lic Mf Large Cap Fund

2.06
27
3.15
29
5.75
29
4.15
23
13.09
20

Iti Large Cap Fund

2.38
20
5.17
11
9.26
14
2.66
25

Sundaram Large Cap Fund

2.29
23
4.35
22
8.99
16
7.47
8

Baroda Bnp Paribas Large Cap Fund

2.12
26
4.99
12
9.39
13

Quant Large Cap Fund

2.58
12
6.00
3
10.74
5

Idbi India Top 100 Equity Fund

17.24
1
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

Invesco India Largecap Fund

2.76
6
5.30
13
12.31
2
7.60
13
16.42
9

Aditya Birla Sun Life Frontline Equity Fund

2.64
13
4.53
23
9.90
14
8.45
9
15.66
13

Axis Bluechip Fund

2.12
28
3.84
27
6.82
28
2.23
26
13.76
22

Franklin India Bluechip Fund

2.31
25
4.35
25
8.92
22
4.22
25
14.98
17

Mirae Asset Large Cap Fund

2.36
24
3.76
28
8.01
24
7.80
12
16.12
10

Canara Robeco Bluechip Equity Fund

2.46
21
4.59
22
9.12
21
6.87
18
18.70
1

Dsp Top 100 Equity Fund

2.68
10
6.16
4
11.28
5
6.51
21
11.35
25

Edelweiss Large Cap Fund

2.78
5
5.58
11
11.20
6
9.25
4
16.72
6

Hdfc Top 100 Fund

2.74
7
6.24
3
11.40
4
13.50
2
13.80
21

Hsbc Large Cap Equity Fund

2.81
3
5.91
8
10.51
9
6.74
19
14.82
18

Icici Prudential Bluechip Fund

2.58
14
5.93
7
10.81
8
11.38
3
16.97
5

Idfc Large Cap Fund

2.52
16
5.30
12
10.29
11
7.19
15
15.95
12

Indiabulls Blue Chip Fund

2.41
22
4.63
21
7.87
26
7.60
14
12.14
24

Jm Large Cap Fund

2.69
9
5.70
9
10.45
10
8.63
7
15.06
16

Kotak Bluechip Fund

2.49
19
4.92
18
9.22
20
8.07
10
17.49
3

Mahindra Pragati Bluechip Yojana

2.78
4
5.08
15
9.70
16
7.84
11
16.51
8

Nippon India Large Cap Fund

3.19
1
6.14
5
13.77
1
15.38
1
16.08
11

Pgim India Large Cap Fund

2.11
29
3.97
26
7.90
25
6.98
17
13.84
20

Sbi Blue Chip Fund

2.66
11
4.49
24
9.25
19
9.03
5
16.56
7

Tata Large Cap Fund

2.65
12
5.06
16
8.84
23
8.61
8
15.40
14

Union Largecap Fund

2.51
18
5.03
17
9.49
17
7.17
16
15.28
15

Uti Mastershare Unit Scheme

2.52
17
4.70
19
9.25
18
6.66
20
17.30
4

Taurus Largecap Equity Fund

2.48
20
6.02
6
7.35
27
6.37
22
12.40
23

Lic Mf Large Cap Fund

2.14
27
3.40
29
6.28
29
5.46
23
14.47
19

Iti Large Cap Fund

2.54
15
5.66
10
10.29
12
4.92
24

Sundaram Large Cap Fund

2.40
23
4.69
20
9.73
15
8.99
6

Boi Axa Bluechip Fund

3.16
2
7.14
1
11.04
7

Baroda Bnp Paribas Large Cap Fund

2.22
26
5.29
14
10.04
13

Quant Large Cap Fund

2.71
8
6.44
2
11.67
3

Idbi India Top 100 Equity Fund

18.60
2
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

-12.42
7
-11.38
8
-4.02
6
13.63
13
8.89
11

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

-12.69
9
-12.48
13
-4.58
12
12.88
4
8.52
4

Dsp Top 100 Equity Fund

-15.50
23
-14.68
24
-4.70
13
13.33
10
8.96
12

Edelweiss Large Cap Fund

-12.40
6
-11.44
9
-4.37
10
13.15
8
8.86
9

Franklin India Bluechip Fund

-13.82
17
-13.13
17
-5.15
18
14.55
21
9.13
14

Hdfc Top 100 Fund

-14.29
19
-6.79
1
-3.53
4
14.86
23
9.60
23

Hsbc Large Cap Equity Fund

-14.84
21
-13.08
16
-4.97
15
14.51
20
9.54
22

Icici Prudential Bluechip Fund

-11.65
3
-8.34
3
-3.27
1
13.01
7
8.55
5

Idbi India Top 100 Equity Fund

Idfc Large Cap Fund

-13.31
13
-13.18
18
-4.77
14
12.71
2
8.36
2

Indiabulls Blue Chip Fund

-16.32
24
-12.63
14
-5.58
21
14.04
17
9.44
20

Invesco India Largecap Fund

-14.03
18
-14.38
22
-4.47
11
13.44
12
9.38
19

Jm Large Cap Fund

-11.47
2
-10.73
5
-3.50
3
11.51
1
8.15
1

Kotak Bluechip Fund

-12.93
11
-11.63
10
-4.06
8
12.92
6
8.66
7

Lic Mf Large Cap Fund

-12.28
5
-14.50
23
-7.13
24
14.19
18
9.17
16

Mahindra Manulife Large Cap Pragati Yojana

-14.94
22
-11.66
11
-5.47
20
13.37
11
9.08
13

Mirae Asset Large Cap Fund

-13.39
14
-10.99
7
-4.22
9
12.72
3
8.51
3

Nippon India Large Cap Fund

-12.86
10
-7.75
2
-3.31
2
15.20
24
9.66
24

Sbi Blue Chip Fund

-11.81
4
-10.33
4
-4.03
7
14.27
19
8.88
10

Sundaram Large Cap Fund

-11.33
1
-10.83
6
-3.84
5
13.32
9
8.81
8

Tata Large Cap Fund

-13.46
15
-11.92
12
-5.39
19
13.99
16
9.34
18

Taurus Largecap Equity Fund

-19.12
25
-13.52
19
-6.29
23
15.61
25
10.73
25

Union Largecap Fund

-12.66
8
-14.04
20
-5.05
17
13.84
15
9.28
17

Uti Mastershare Unit Scheme

-13.70
16
-12.94
15
-4.99
16
13.69
14
9.13
15

Pgim India Large Cap Fund

-13.15
12
-14.17
21
-5.90
22
12.92
5
8.57
6

Axis Bluechip Fund

-14.67
20
-17.27
25
-11.11
25
14.65
22
9.48
21
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

1.03
5
0.63
5
1.03
5
0.40
1.91
9 0.94 9
0.97
5
0.15
8
22.91
6
0.74
6

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

0.87
15
0.50
14
0.85
15
0.39
-0.71
16 0.90 16
0.97
3
0.13
17
20.83
12
-2.94
19

Dsp Top 100 Equity Fund

0.83
18
0.47
17
0.76
19
0.39
-0.77
17 0.89 17
0.89
17
0.12
18
19.91
18
-3.18
20

Edelweiss Large Cap Fund

0.97
8
0.56
9
0.96
8
0.37
1.20
10 0.91 13
0.97
1
0.14
11
22.26
9
-0.62
10

Franklin India Bluechip Fund

0.97
9
0.60
7
0.95
9
0.41
6.78
4 0.80 23
0.57
25
0.18
4
20.86
11
3.12
4

Hdfc Top 100 Fund

1.24
2
0.80
2
1.59
2
0.39
10.95
1 0.83 21
0.59
24
0.22
1
24.79
3
7.81
2

Hsbc Large Cap Equity Fund

0.79
19
0.45
18
0.83
17
0.37
-1.97
22 1.00 3
0.95
9
0.11
19
18.80
20
-2.07
15

Icici Prudential Bluechip Fund

1.24
3
0.77
3
1.32
3
0.39
9.48
2 0.77 24
0.67
23
0.21
2
25.61
2
5.34
3

Idbi India Top 100 Equity Fund

Idfc Large Cap Fund

0.77
20
0.44
20
0.75
20
0.38
-1.49
20 0.86 20
0.92
16
0.11
20
19.38
19
-4.49
24

Indiabulls Blue Chip Fund

0.66
22
0.36
23
0.74
21
0.41
-3.71
23 0.97 6
0.95
8
0.10
24
17.03
22
-4.42
22

Invesco India Largecap Fund

0.85
17
0.45
19
0.79
18
0.36
0.47
14 0.88 19
0.86
19
0.13
13
20.25
17
-2.08
16

Jm Large Cap Fund

0.92
11
0.49
16
0.88
13
0.38
2.54
7 0.75 25
0.86
18
0.14
9
22.55
7
-2.54
18

Kotak Bluechip Fund

0.96
10
0.56
10
0.94
10
0.39
1.18
11 0.90 15
0.97
2
0.14
12
22.25
10
-0.98
11

Lic Mf Large Cap Fund

0.65
23
0.38
22
0.69
24
0.40
-0.52
15 0.92 11
0.79
21
0.10
22
16.38
23
-2.03
14

Mahindra Manulife Large Cap Pragati Yojana

1.03
7
0.58
8
1.00
7
0.39
2.21
8 0.91 12
0.94
12
0.15
6
22.99
5
0.42
8

Mirae Asset Large Cap Fund

0.89
13
0.51
12
0.91
12
0.38
3.79
5 0.80 22
0.76
22
0.14
10
20.61
15
0.18
9

Nippon India Large Cap Fund

1.42
1
0.97
1
1.69
1
0.39
7.17
3 1.04 1
0.94
13
0.21
3
27.93
1
7.99
1

Sbi Blue Chip Fund

1.03
6
0.68
4
1.12
4
0.41
1.14
12 0.98 5
0.95
10
0.15
7
22.52
8
0.74
7

Sundaram Large Cap Fund

0.86
16
0.51
13
0.92
11
0.36
0.56
13 0.90 14
0.95
7
0.13
15
20.76
13
-1.37
12

Tata Large Cap Fund

1.04
4
0.61
6
1.03
6
0.37
2.86
6 0.94 10
0.93
14
0.15
5
23.00
4
1.70
5

Taurus Largecap Equity Fund

0.63
24
0.33
24
0.74
22
0.43
-4.57
24 1.00 2
0.83
20
0.10
23
15.89
24
-4.49
23

Union Largecap Fund

0.89
12
0.51
11
0.84
16
0.37
-0.97
18 0.96 7
0.97
4
0.13
14
20.61
14
-1.79
13

Uti Mastershare Unit Scheme

0.88
14
0.50
15
0.86
14
0.40
-1.02
19 0.95 8
0.96
6
0.13
16
20.43
16
-2.17
17

Pgim India Large Cap Fund

0.74
21
0.42
21
0.71
23
0.40
-1.73
21 0.88 18
0.95
11
0.11
21
18.79
21
-4.12
21

Axis Bluechip Fund

0.47
25
0.27
25
0.53
25
0.38
-6.71
25 0.99 4
0.92
15
0.07
25
13.91
25
-6.94
25

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 985.94 983.72 1049.71 1147.21 1234.26 1429.58 1581.53 1997.57
Direct Plan Value of 1000 Rupee 985.95 983.78 1049.80 1147.48 1234.79 1430.68 1585.54 2009.82
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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