Business Today
Subscribe
PMS TodayUS NewsIndiaUPSTARTWeatherBT ShortsNRIEducationElection
BT GolfBT MindrushBT Best Banks
News
mutual funds
taurus nifty 50 index fund-direct plan-growth option
Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

  • Very High Risk
  • Equity
  • Index Funds
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Jul 4, 2025
i
Price per unit of the scheme.
₹ 51.53740.24%1 Day Change
3.54%
Minimum Investment₹500
Expense Ratio0.63%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
VS
Equity: Index Funds Average NAV
    Topper in Equity: Index Funds
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 50 TR INR
    Expense Ratio
    0.63%
    Category Avg Expense Ratio
    0.24%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 5.65 Cr(As on May, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    16.00 %
    Exit Load
    1%, if exited on or before 365 days; Nil, if exited after 365 days

    bt_logoABOUT THE FUND

    Objective: The investment objective of the scheme is to replicate the Nifty 50 by investing in securities of the Nifty 50 Index in the same proportion/ weightage.

    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option is an Equity - Index Funds fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJul 04, 2025 is ₹51.54. Its expense ratio is 0.63 %. The fund has an AUM of ₹5.65 Cr.The fund is managed byRamneek Kundra,Anuj Kapil.
    The minimum initial investment is  ₹500 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Ramneek Kundra
    Ramneek Kundra
    i
    Lead Fund Manager.
    Nov 1, 2022 - Present
    • Fund Manager Rank--Out of 0
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed2
    • Total AUM₹ 84.16 Cr
    • Highest Return In 1 Yr6.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Tax Shield-Direct Plan-Growth Option
    ₹ 206.84
    3.53%
    3.20%
    Very High Risk
    ₹78.50Cr
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
    ₹ 51.54
    3.54%
    -%
    Very High Risk
    ₹5.65Cr
    Taurus Tax Shield-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 206.84
    • Fund Size₹78.50Cr
    Fund Return3.53%
    Category Return3.20%
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 51.54
    • Fund Size₹5.65Cr
    Fund Return3.54%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Kapil
    Anuj Kapil
    i
    Lead Fund Manager.
    Aug 7, 2023 - Present
    • Fund Manager Rank--Out of 0
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 943.00 Cr
    • Highest Return In 1 Yr7.72 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Ethical Fund-Direct Plan-Growth Option
    ₹ 146.86
    4.39%
    -%
    Very High Risk
    ₹303.25Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 237.59
    2.17%
    3.41%
    Very High Risk
    ₹356.88Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 167.87
    3.18%
    3.37%
    Very High Risk
    ₹49.31Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 146.86
    • Fund Size₹303.25Cr
    Fund Return4.39%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 237.59
    • Fund Size₹356.88Cr
    Fund Return2.17%
    Category Return3.41%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 167.87
    • Fund Size₹49.31Cr
    Fund Return3.18%
    Category Return3.37%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (99.32%)
    DEBT (-%)
    CASH (0.68%)
    Allocation by Market Cap
    Large Cap(98.22%)
    Mid Cap(1.10%)
    Industry Holdings
    • Banks Regional31.36%
    • Information Technology Services11.25%
    • Oil Gas Refining Marketing8.59%
    • Auto Manufacturers7.16%
    • Telecom Services4.47%
    • Engineering Construction3.85%
    Stock Holdings
    • HDFC Bank Ltd13.12%
    • ICICI Bank Ltd9.05%
    • Reliance Industries Ltd8.53%
    • Infosys Ltd4.98%
    • Bharti Airtel Ltd4.44%
    • Larsen & Toubro Ltd3.83%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.84
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.43
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      12.62
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Taurus Asset Management Company Limited
    Taurus Asset Management Company Limited manages assets worth ₹ 943.00 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.
    phone icon
    Phone
    +91 22 66242700
    mail icon
    Email
    customercare@taurusmutualfund.com
    aum
    AUM
    ₹ 943.00 Cr (
    As on May 31, 2025
    )
    location
    Address
    Ground Floor, AML Centre-1, Mumbai,400 093

    bt_logoFAQ's

    What is the category of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The category of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option is Equity - Index Funds
    What is the current NAV of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The current NAV of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option as on Jul 04, 2025 is ₹51.54
    How safe is Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The risk level of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option is Very High.
    What are short term returns given by Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The return given by Taurus Nifty 50 Index Fund-Direct Plan-Growth Option in 1 month is 3.54%, 3 months is 11.54%, 6 months is 6.50%, and 1 year is 5.20%
    What are the long term returns given by Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The return given by Taurus Nifty 50 Index Fund-Direct Plan-Growth Option in 3 years is 17.27% and 5 years is 19.76%.
    What is the expense ratio of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The expense ratio of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option is 0.63%
    What is the AUM of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The assets under Management (AUM) of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option is Rs 5.65 crores.
    What is the minimum investment in Taurus Nifty 50 Index Fund-Direct Plan-Growth Option ?
    The minimum Lumpsum investment in Taurus Nifty 50 Index Fund-Direct Plan-Growth Option is ₹500.00 and the minimum SIP investment in Taurus Nifty 50 Index Fund-Direct Plan-Growth Option is ₹500.00
    What is the asset allocation of Taurus Nifty 50 Index Fund-Direct Plan-Growth Option?
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option has an exposure of 99.32% in Equity and 0.68% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories