Taurus Large Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?

Taurus Large Cap Fund Direct Growth Plan has a NAV of ₹177.01 as of 10 Sep 2026 and an AUM of ₹60 Cr. Its 1-year, 3-year and 5-year returns are 6.59%, 12.63% and 10.28% respectively, and it sits in the High Risk category.

Our view is that this is a fund for investors who can tolerate meaningful swings in exchange for a portfolio that has stayed close to its benchmark over time while still showing better longer-term returns than the index. The mix of large-cap names is not overly narrow at the top, but the portfolio does carry enough stock-specific exposure to make patience important.

Quick facts

Particular	Details
NAV	₹177.01 as of 10 Sep 2026
AUM	₹60 Cr
Expense Ratio	2.41%
Launch Date	01 Jan 2013
Min SIP	₹500
Risk Category	High Risk
Benchmark	Nifty 50
Fund Category	Equity
Exit Load	1% on or before 365D, Nil after 365D
Fund Managers	Anuj Kapil

The fund is managed by Anuj Kapil.

Source data date: as of 10 Sep 2026

Performance

Period	Fund return	Benchmark return
1M	-0.88%	-4.06%
3M	11.05%	1.37%
1Y	6.59%	-7.31%
3Y	12.63%	6.07%
5Y	10.28%	5.91%

The recent pattern is mixed but not weak. Over one month, the fund was slightly negative, yet it still held up better than the benchmark, which fell more sharply. Over three months, the fund recovered strongly and clearly outpaced the index, which tells us the short-term trend has been better than the benchmark even if the latest month was softer.

The one-year figure is more important for a large-cap review because it captures a fuller market cycle. Here too, the fund stayed ahead of the benchmark despite a negative year for the index. That points to some resilience in stock selection rather than a purely market-led rise.

The 3-year and 5-year numbers strengthen that view. The fund’s longer-term returns are ahead of the benchmark in both periods, and the gap is wide enough to matter. At the same time, the time pattern is not smooth, so investors should expect periods where performance can lag before recovering again.

In our view, the main takeaway is that the fund has shown better long-term compounding than the index while moving through a choppier short-term path. That combination can suit investors who can stay invested through uneven stretches instead of reacting to each dip.

Source data date: as of 10 Sep 2026

Should you BUY or HOLD Taurus Large Cap?

A fund's past returns alone don't tell you whether you should buy it today or continue holding it.

The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.

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Peer comparison

Fund	1Y return	3Y return	5Y return
Taurus Large Cap Fund Direct Growth Plan	6.59%	12.63%	10.28%
Quant Large Cap Fund Direct Growth Plan	6.94%	12.98%	Data not available
Bank of India Large Cap Fund Direct Growth Plan	6.12%	12.78%	9.84%
Invesco India Largecap Fund Direct Growth Plan	3.59%	13.79%	11.8%
ITI Large Cap Fund Direct Growth Plan	3.13%	11.23%	9.73%

This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On the one-year measure, the fund is close to the better results in this group, though Quant Large Cap Fund Direct Growth Plan is marginally ahead and Bank of India Large Cap Fund Direct Growth Plan is slightly behind. The longer-term picture is more mixed: the fund is behind Invesco India Largecap Fund Direct Growth Plan on 3-year and 5-year figures, but it is ahead of Bank of India Large Cap Fund Direct Growth Plan and ITI Large Cap Fund Direct Growth Plan on both of those horizons. That split suggests the fund’s recent showing is competitive, while its medium- and long-term track record sits in the middle of this comparison set rather than clearly dominating it.

Source data date: as of 10 Sep 2026

Portfolio: where your money goes

Holding	Sector	Weight
Divi'S Laboratories Ltd.	Healthcare	8.94%
HDFC Bank Ltd.	Bank	7.07%
ITC Ltd.	FMCG	6.5%
ICICI Bank Ltd.	Bank	6.43%
Sigma Advanced Systems Ltd.	Capital Goods	5.56%
Advit Jewels Ltd.	Domestic Equities	5.39%
Bharti Airtel Ltd.	Telecom	3.89%
Reliance Industries Ltd.	Crude Oil	3.66%
State Bank of India	Bank	3.48%
Varun Beverages Ltd.	FMCG	3.32%

The largest holding, Divi'S Laboratories Ltd., carries an 8.94% weight, so it is meaningful but not dominant on its own. The gap from the first holding to the tenth is fairly clear, with the tenth position at 3.32%, which suggests the portfolio has a visible top layer without relying on one outsized bet.

The top 10 holdings account for approximately 54.24% of the portfolio, and the scheme discloses 38 holdings in total. That combination points to moderate concentration rather than extreme clustering: the biggest names may matter most to short-term movement, but there is still room for the rest of the book to contribute.

We also note that the top weights are spread across healthcare, banking, FMCG, telecom and capital goods rather than sitting in a single pocket. That mix may help reduce dependence on one theme, although individual stock moves can still matter because the leading positions are large enough to influence returns.

To see all holdings, visit the Taurus Large Cap Fund Direct Growth Plan page

Source data date: as of 10 Sep 2026

Who should invest

This fund is better suited to investors who can handle High Risk equity exposure and stay invested for several years. The 1-year result is positive against a weak benchmark year, while the 3-year and 5-year numbers show that the fund has been able to compound better than the index over longer stretches.

The main trade-off is that the path has not been smooth, so short-term volatility is part of the experience. Investors looking for steadier moves or low turbulence may not find it comfortable, but those who want large-cap equity exposure with room for benchmark-beating long-term outcomes may find the pattern more relevant.

The portfolio also matters here: the top holdings are spread across several sectors, but the first few positions are still large enough to affect performance. That makes the fund more appropriate for a medium-to-long horizon where an investor can tolerate periods of underperformance without changing course too quickly.

Tax and exit load

Holding period	Tax rate	Description
Units held less than 1 year	20%	Short-term capital gains tax
Units held more than 1 year	12.5%	Long-term capital gains tax

Exit load: 1% if units are sold on or before 365 days; nil after 365 days.

Source data date: as of 10 Sep 2026

Frequently asked questions

What is the current NAV of Taurus Large Cap Fund Direct Growth Plan?
The current NAV is ₹177.01 as of 10 Sep 2026.

What are the fund’s 1-year, 3-year and 5-year returns?
Its 1-year return is 6.59%, its 3-year return is 12.63%, and its 5-year return is 10.28%.

How has the fund performed against the benchmark?
It has beaten the Nifty 50 across the 1M, 3M, 1Y, 3Y and 5Y periods shown here. The gap is especially clear over 1Y, 3Y and 5Y.

How does the fund compare with peer large-cap funds on returns?
Its 1-year return is competitive, while its 3-year and 5-year numbers are mixed against the peer set. It is ahead of some peers on longer periods, but behind others such as Invesco India Largecap Fund Direct Growth Plan on 3Y and 5Y.

Is there a minimum SIP amount?
No minimum SIP amount is stated here, so we do not list one.

Who manages the fund and what is the exit load?
The fund is managed by Anuj Kapil. The exit load is 1% if units are sold on or before 365 days, and nil after 365 days.

Bottom line

Taurus Large Cap Fund Direct Growth Plan has a mixed short-term path but a stronger longer-term record than its benchmark, which makes it more interesting for patient equity investors than for short-term traders. Against peers, the return picture is balanced: it is competitive on recent performance but more uneven over longer horizons. The portfolio is moderately concentrated, with a clear top layer of holdings that may influence outcomes, yet it still spans several sectors. Overall, the fund fits investors who can accept High Risk and want large-cap exposure with a multi-year horizon.

Published on 11 September 2026 at 11:02 AM IST

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RIA disclosure

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.