NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Taurus Largecap Equity Fund - Growth for NRI [151.87]

Min Investment

500

Fund Size

49.79 Cr

Expense Ratio

2.6%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

151.87

0.29%

NAV as on 19 Nov 24, 12:00 AM

very high risk

large cap

equity

NAV as on 19 Nov 24, 12:00 AM

very high risk

large cap

equity

27.54%p.a.

Last 1Y

13.33%p.a.

Last 3Y

14.74%p.a.

Last 5Y

10.99%p.a.

Since Inception

About Taurus Largecap Equity Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Taurus Largecap Equity Fund - Growth scheme from Taurus Asset Management Company Limited. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on Feb 1995, Taurus Largecap Equity Fund - Growth is Large-Cap fund of its category with 49.79 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.

  • Taurus Largecap Equity Fund - Growth delivered 27.5% annual returns during the last year. It has delivered 11.0% average annual returns since the fund was launched.
  • Taurus Largecap Equity Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies.

Top 10 Holdings

HDFC Bank Ltd

9.40%

State Bank of India

5.41%

ITC Ltd

5.38%

HCL Technologies Ltd

5.02%

ICICI Bank Ltd

4.99%

Axis Bank Ltd

4.60%

Mahindra & Mahindra Ltd

4.33%

Larsen & Toubro Ltd

3.68%

Infosys Ltd

3.47%

Maruti Suzuki India Ltd

3.46%

Fund Managers

  1. Anuj Kapil (Jun 2023 - Present)

Key Information

View Scheme Document

Taurus Largecap Equity Fund - Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Taurus Largecap Equity Fund - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Taurus Largecap Equity Fund - Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Taurus Largecap Equity Fund - Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions