Share Fund
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.
Suitability
This product is suitable for investors who are seeking
• Long term capital appreciation
• Investment in equity & equity related instruments - focus on large cap stocks
Scheme Class | Equity |
Scheme Category | Large-Cap |
Expense Ratio | 2.52% |
Min subscription | ₹ 500 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 41 |
AMC AUM (in Crs.) | ₹ 424 |
Min Addition Subscription | ₹ 500 |
Benchmark Type | S&P BSE 100 India TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
SBI Bluechip Fund - Direct Plan | 1000 | 1000 | 17.47% |
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan | 1000 | 1000 | 18.69% |
Nippon India Large Cap Fund - Direct Plan | 1000 | 1000 | 27.24% |
SBI Bluechip Fund - Direct Plan | 1000 | 1000 | 17.47% |
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan | 1000 | 1000 | 18.69% |
Mirae Asset Large Cap Fund - Direct Plan | 1000 | 1000 | 15.96% |
Mirae Asset Large Cap Fund - Direct Plan | 1000 | 1000 | 15.96% |
ICICI Prudential Bluechip Fund - Direct Plan | 100 | 100 | 22.81% |
Mirae Asset Large Cap Fund - Direct Plan | 1000 | 1000 | 15.96% |
Axis Bluechip Fund - Direct Plan | 100 | 100 | 13.98% |
ICICI Prudential Bluechip Fund - Direct Plan | 100 | 100 | 22.81% |
Company | Holding Type | Asset(%) |
---|---|---|
HDFC Bank Ltd | Equity | 9 |
HCL Technologies Ltd | Equity | 7 |
State Bank of India | Equity | 5 |
Axis Bank Ltd | Equity | 5 |
Coal India Ltd | Equity | 5 |
ICICI Bank Ltd | Equity | 5 |
ITC Ltd | Equity | 4 |
BEML Ltd | Equity | 4 |
Mahindra & Mahindra Ltd | Equity | 4 |
NTPC Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 97 |
Cash - Collateral | 2 |
Cash - Repurchase Agreement | 2 |
Sector | Percent |
---|---|
Financial Services | 27 |
Technology | 16 |
Consumer Cyclical | 11 |
Healthcare | 9 |
Energy | 7 |
Fund Manager
Anuj Kapil
0+ years of experience
About
info@taurusmutualfund.com
Phone
1800 108 1111
Address
Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd.,,Andheri(E) Mumbai - 400093, Mumbai - 400093