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Taurus Nifty 50 Index Fund

Growth
50.090.05% (+0.03)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

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
50.090.05% (+0.03)

Price Chart

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Returns
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1M
6M
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

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
0.8333.311.65
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5742.952.40

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 7D Nil after 7D
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

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus Nifty 50 Index Fund27.24%14.95%13.76%
UTI Nifty 50 Index Fund28.83%15.70%14.03%
HDFC Index Fund-NIFTY 50 Plan28.79%15.66%14.16%
ICICI Pru Nifty 50 Index Fund28.76%15.67%14.10%

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

Dec 2023

Mar 2024

Jun 2024

Jul 2024

ACTUAL
Cash & EquivalentsEquity0.50%99.50%

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Distribution

+24 moreFour WheelersConstruction & EngineeringOil & Gas - Refining & MarketingIT Services & ConsultingPrivate Banks42.20 %4.11 %5.26 %9.81 %13.68 %24.94 %

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Jul 2423.93%27.87%27.98%25.52%26.01%24.94%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.48 %

    Holdings

    10.98 %

    -0.48 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.76 %

    Holdings

    9.19 %

    -0.76 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.38 %

    Holdings

    7.71 %

    -0.38 %

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

    ₹ 884.92 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹851.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Qualification

MBA, PGDM

Past Experience

He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.

Funds Managed (16)

Manager Performance (0)

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Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

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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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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For illustrative purposes only. Past performance doesn&apos;t guarantee future returns.

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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