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Taurus Nifty 50 Index Fund

Growth
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 4 Cr
Very High RiskPrinciple investment will be at very high risk
48.252.36% (+1.11)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 4 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8133.111.01
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5743.180.24

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 50 - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus Nifty 50 Index Fund20.64%11.41%13.10%
UTI Nifty 50 Index Fund21.76%12.19%13.37%
HDFC Nifty 50 Index Fund21.72%12.16%13.50%
ICICI Pru Nifty 50 Index Fund21.69%12.16%13.44%

Price Comparison

Compare Taurus Nifty 50 Index Fund with any MF, ETF, stock or index
Compare Taurus Nifty 50 Index Fund with any MF, ETF, stock or index
Taurus Nifty 50 Index Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity1.46%98.54%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Distribution

+26 moreFMCG - TobaccoConstruction & EngineeringOil & Gas - Refining & MarketingIT Services & ConsultingPrivate Banks43.27 %4.12 %5.00 %8.74 %12.74 %26.13 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2427.87%27.98%25.52%26.01%25.31%26.13%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.96 %

    Holdings

    11.94 %

    0.96 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.54 %

    Holdings

    8.25 %

    0.54 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -1.00 %

    Holdings

    8.19 %

    -1.00 %

AMC Profile

Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.

  • No.of Schemes

    8

  • Total AUM

    ₹ 902.96 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹902.96 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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