Taurus Large Cap Fund - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Taurus Large Cap Fund - Direct (G) (17316) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Taurus Large Cap Fund - Direct (G)
Taurus Asset Management Company Limited
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 Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Below Average
Taurus Large Cap Fund - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 1.43% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 8.67% |
| ITC Ltd | Tobacco Products | 8.49% |
| ICICI Bank Ltd | Banks | 6.63% |
| Net CA & Others | Debt Others | 6.44% |
| Mahindra & Mahindra Ltd | Automobile | 6.07% |
| State Bank of India | Banks | 5.20% |
| Reliance Industries Ltd | Refineries | 4.47% |
| Bharti Airtel Ltd | Telecom-Service | 4.03% |
| Indian Oil Corporation Ltd | Refineries | 3.84% |
| Laurus Labs Ltd | Pharmaceuticals | 3.66% |
Sector Breakdown
Compare against Large Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
Taurus Large Cap Fund - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1255.57 | 11.32% | -3.34% | 16.69% |
| HDFC Large Cap Fund - Regular (G) | ₹1159.21 | 10.98% | -3.93% | 16.00% |
| Franklin India Large Cap Fund - Direct (G) | ₹1150.04 | 14.59% | 0.36% | 14.81% |
| Franklin India Large Cap Fund (G) | ₹1036.94 | 14.17% | -0.38% | 13.87% |
| Kotak Large Cap Fund - Direct (G) | ₹674.80 | 14.75% | -0.46% | 15.96% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹595.22 | 14.33% | -1.14% | 15.73% |
| Tata Large Cap Fund - Direct (G) | ₹593.88 | 12.39% | -3.09% | 15.41% |
| Kotak Large Cap Fund (G) | ₹585.04 | 14.10% | -1.58% | 14.59% |
| Aditya Birla SL Large Cap Fund (G) | ₹537.74 | 13.95% | -1.79% | 14.96% |
| HSBC Large Cap Fund - Direct (G) | ₹537.44 | 13.32% | -3.24% | 15.08% |
Category Average Returns
Anuj Kapil
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.