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Taurus Large Cap Fund - Direct Plan - Growth is an equity scheme managed by Taurus Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 15.71%, with the bottom and top quartiles at 14.22% and 17.25% respectively. It has ranked in the top half of its category for 1 of the last 2 reported years. The total expense ratio is 2.23% on assets of ₹51Cr. The fund is currently managed by Mr. Anuj Kapil, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ITC LIMITED | Consumer Defensive | 9.39% |
| HDFC BANK LIMITED | Financial Services | 6.30% |
| ICICI BANK LIMITED | Financial Services | 6.02% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.71% |
| STATE BANK OF INDIA | Financial Services | 4.12% |
| Mazagon Dock Shipbuilders Limited | Industrials | 3.94% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.78% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 3.62% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 3.26% |
| DLF LIMITED | Real Estate | 2.73% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.65% |
| AXIS BANK LIMITED | Financial Services | 2.52% |
| HCL TECHNOLOGIES LIMITED | Technology | 2.31% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 2.31% |
| COAL INDIA LTD | Energy | 2.20% |
| SOLAR INDUSTRIES INDIA LIMITED | Basic Materials | 2.02% |
| GRASIM INDUSTRIES LIMITED | Basic Materials | 1.87% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 1.81% |
| NARAYANA HRUDAYALAYA LIMITED | Healthcare | 1.79% |
| TATA CAPITAL LIMITED | Financial Services | 1.73% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 1.70% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 1.68% |
| Persistent Systems Ltd | Technology | 1.66% |
| GENERAL INSURANCE CORPORATION OF INDIA | Financial Services | 1.59% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 1.37% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 8 | 26.38% |
| Fast Moving Consumer Goods | — | 12.90% |
| Healthcare | 2 | 10.53% |
| Oil, Gas & Consumable Fuels | — | 9.24% |
| Capital Goods | — | 5.59% |
| Power | — | 5.59% |
| Automobile and Auto Components | — | 5.17% |
| Telecommunication | — | 4.71% |
| Information Technology | — | 3.97% |
| Consumer Durables | — | 2.89% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
|---|
| Positive % |
|---|
| 1Y | -7.81% | 3.41% | 9.45% | 33.16% | 53.19% | 86.9% |
| 3Y | 9.49% | 14.22% | 15.71% | 17.25% | 21.28% | 100.0% |
| 5Y | 10.23% | 12.34% | 15.23% | 17.17% | 20.24% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 47.9% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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