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Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option

Taurus · Large Cap
High
₹66.05
Current NAV
23 Oct 2026
-12.6%
1Y Return
7.8%
3Y CAGR
6.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.29%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.89).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.89).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.89
Sharpe Ratio
1.49
Beta
2.89
Alpha
2.44
Sortino
Fund Details
Fund House Taurus
Category Large Cap
AUM ₹7940 Cr
Expense Ratio 0.29%
Min SIP ₹500
Min Lumpsum ₹1000
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