Taurus Nifty 50 Index Fund
NAV Growth: Rs 38.7588
NAV IDCW: Rs 36.2738
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The objective of the scheme is to replicate the Nifty 50 Index by investing in securities of the Nifty 50 Index in the same proportion/weightage.
Fund Manager:
1) Ramneek Kundra
Education: Mr. Kundra is B.Sc. and MS.
Experience: Prior to joining Taurus Mutual Fund, he has worked with HDFC Bank and at advertising technology startup in New York.
Investment Details
Min. Investment (Rs) | 500 |
Min. Addl Investment (Rs) | 500 |
Min. SIP Investment (Rs) | 500 |
Min. Withdrawal (Rs) | 1,000 |
Min. No of Cheques | 6 |
Min. Balance (Rs) | 5,000 |
Lock-in Period | NA |
Exit Load | 0.5% for redemption within 7 days |
Basic Details
Min. Investment (Rs) | 500 |
Min. Addl Investment (Rs) | 500 |
Min. SIP Investment (Rs) | 500 |
Min. Withdrawal (Rs) | 1,000 |
Min. No of Cheques | 6 |
Min. Balance (Rs) | 5,000 |
Lock-in Period | NA |
Exit Load | 0.5% for redemption within 7 days |
Taurus Nifty 50 Index Fund Trailing Returns (%)
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
Taurus Nifty 50 Index Dir | 6.06 | 1.14 | 3.59 | 10.62 | 6.06 | 22.03 | 24.00 | 13.09 | 13.67 | 13.44 |
S&P BSE 100 TRI | 7.07 | 1.07 | 3.72 | 11.84 | 7.07 | 23.98 | 25.16 | 13.73 | 14.28 | 14.46 |
Equity: Large Cap | 7.06 | 0.98 | 4.09 | 12.61 | 7.06 | 23.47 | 23.59 | 12.90 | 13.43 | 14.35 |
Rank within category | 73 | 33 | 85 | 86 | 73 | 63 | 26 | 30 | 22 | 33 |
Number of funds in category | 96 | 99 | 97 | 96 | 96 | 88 | 63 | 52 | 47 | 47 |
Taurus Nifty 50 Index Fund Peer Comparison
Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
Taurus Nifty 50 Index Dir | Unrated | 22.03 | 24.00 | 13.09 | 0.63 | 3 | 12.50 | 0.50 (7) | 10yrs 6mo | 14.00 |
ICICI Pru Bluechip Dir | 5 star | 24.44 | 26.02 | 14.28 | 1.04 | 37,016 | 15.04 | 1.00 (365) | 10yrs 6mo | 28.00 |
SBI Bluechip Dir | 4 star | 26.64 | 26.24 | 14.04 | 0.89 | 36,876 | 15.48 | 1.00 (365) | 10yrs 6mo | 16.00 |
Mirae Asset Large Cap Dir | 4 star | 20.80 | 23.71 | 13.98 | 0.56 | 34,640 | 16.53 | 1.00 (365) | 10yrs 6mo | 23.00 |
Nippon Ind Large Cap Dir | 4 star | 32.94 | 31.42 | 15.34 | 0.94 | 14,171 | 15.64 | 1.00 (7) | 10yrs 6mo | 38.00 |
Portfolio Analysis
No. of Stocks | 50 |
Top 10 Stocks | 56.86% |
Top 5 Stocks | 38.25% |
Top 3 Sectors | 62.05% |
Portfolio P/B Ratio | 3.30 |
Portfolio P/E Ratio | 22.80 |
Portfolio Breakup
Fund | Category | |
Average Mkt Cap (Rs Cr) | 4,29,314 | 2,91,669 |
Giant (%) | 88.01 | 65.13 |
Large (%) | 11.99 | 28.61 |
Mid (%) | — | 10.17 |
Small (%) | — | 2.23 |
Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Taurus Nifty 50 Index Fund
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.taurusmutualfund.com/
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