Taurus Nifty 50 Index Fund Growth Direct Plan

44.59
NAV (Apr 19,2024)

The Taurus Nifty 50 Index Fund - Growth - Direct Plan offers investors a chance to invest in a diverse portfolio of the top 50 companies listed on the Nifty 50 Index. With a low expense ratio of 1.01% and a minimum investment requirement of INR 500, this fund provides an opportunity for steady growth. Established in 2013, this fund has an asset under management of INR 3.23 crore. Investors can benefit from the direct plan option, which allows for a streamlined investment process.

Taurus Nifty 50 Index Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Taurus Nifty 50 Index Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    33.81
  • P/B Ratio
    UM_URBAN_MONEY

    6.62
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.98
  • Sharpe
    UM_URBAN_MONEY

    0.11
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.01%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3.23 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 20, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,237.98 (2.38%)11,160.12 (11.60%)12,431.62 (24.32%)15,108.16 (51.08%)19,284.91 (92.85%)
30,713.94 (2.38%)33,480.36 (11.60%)37,294.86 (24.32%)45,324.48 (51.08%)57,854.73 (92.85%)
51,189.9 (2.38%)55,800.6 (11.60%)62,158.1 (24.32%)75,540.8 (51.08%)96,424.55 (92.85%)
81,903.84 (2.38%)89,280.96 (11.60%)99,452.96 (24.32%)1,20,865.28 (51.08%)1,54,279.28 (92.85%)
1,02,379.8 (2.38%)1,11,601.2 (11.60%)1,24,316.2 (24.32%)1,51,081.6 (51.08%)1,92,849.1 (92.85%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd13.44%
  • Reliance Industries Ltd9.18%
  • ICICI Bank Ltd7.31%
  • Infosys Ltd5.80%
  • Larsen & Toubro Ltd4.47%
  • ITC Ltd4.29%
  • Tata Consultancy Services Ltd4.08%
  • Axis Bank Ltd3.20%
  • Kotak Mahindra Bank Ltd2.94%
  • Bharti Airtel Ltd2.73%
  • State Bank of India2.58%
  • Hindustan Unilever Ltd2.48%
  • Bajaj Finance Ltd2.04%
  • HCL Technologies Ltd1.62%
  • Mahindra & Mahindra Ltd1.62%
  • Titan Company Ltd1.62%
  • Asian Paints Ltd1.60%
  • NTPC Ltd1.55%
  • Tata Motors Ltd1.44%
  • Maruti Suzuki India Ltd1.44%
  • Sun Pharmaceutical Industries Ltd1.42%
  • Ultratech Cement Ltd1.27%
  • Tata Steel Ltd1.19%
  • Power Grid Corporation of India Ltd1.13%
  • IndusInd Bank Ltd1.09%
  • Nestle India Ltd0.99%
  • Adani Enterprises Ltd0.99%
  • Bajaj Finserv Ltd0.96%
  • Hindalco Industries Ltd0.94%
  • Coal India Ltd0.91%
  • Adani Ports and Special Economic Zone Ltd0.86%
  • JSW Steel Ltd0.85%
  • Oil & Natural Gas Corporation Ltd0.84%
  • Tech Mahindra Ltd0.83%
  • Grasim Industries Ltd0.83%
  • Bajaj Auto Ltd0.80%
  • Dr Reddy s Laboratories Ltd0.74%
  • HDFC Life Insurance Company Ltd0.73%
  • Wipro Ltd0.70%
  • Tata Consumer Products Ltd0.69%
  • Cipla Ltd0.69%
  • SBI Life Insurance Co Ltd0.67%
  • Britannia Industries Ltd0.66%
  • LTIMindtree Ltd0.60%
  • Apollo Hospitals Enterprise Ltd0.60%
  • Eicher Motors Ltd0.59%
  • Hero MotoCorp Ltd0.56%
  • Divi s Laboratories Ltd0.52%
  • Bharat Petroleum Corporation Ltd0.45%
  • UPL Ltd0.31%
  • Net Receivable Payable0.18%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

24.82%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.31%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

12.42%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

12.12%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.08%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.96%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

10.22%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.12%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.51%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.40%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

25.12%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

24.91%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.72%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

24.07%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

20.90%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

18.71%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

15.64%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.62%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

15.50%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

15.23%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

14.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

15.11%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

14.86%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

13.85%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Fund Managers

AK

Mr. Anuj KapilFund Manager

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.

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