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

INVEST VIA NRE/NRO

Taurus Largecap Equity Fund - Reinvestment of Income Distribution cum capital wdrl for NRI [65.27]

Min Investment

₹500

Fund Size

₹50.47 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

₹65.27

-3.58%

NAV as on 16 Jan 25, 12:00 AM

very high risk

large cap

equity

NAV as on 16 Jan 25, 12:00 AM

very high risk

large cap

equity

19.21%p.a.

Last 1Y

16.02%p.a.

Last 3Y

14.68%p.a.

Last 5Y

7.82%p.a.

Since Inception

About Taurus Largecap Equity Fund - Reinvestment of Income Distribution cum capital wdrl for NRIs

NRIs can achieve long-term capital appreciation by investing in the Taurus Largecap Equity Fund - Reinvestment of Income Distribution cum capital wdrl 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 May 2008, Taurus Largecap Equity Fund - Reinvestment of Income Distribution cum capital wdrl is Large-Cap fund of its category with 50.47 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.

  • Taurus Largecap Equity Fund - Reinvestment of Income Distribution cum capital wdrl delivered 19.2% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
  • Taurus Largecap Equity Fund - Reinvestment of Income Distribution cum capital wdrl 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

9.61%

State Bank of India

5.45%

HCL Technologies Ltd

5.18%

ICICI Bank Ltd

4.96%

ITC Ltd

4.69%

Mahindra & Mahindra Ltd

4.65%

Infosys Ltd

3.62%

Varun Beverages Ltd

3.47%

Maruti Suzuki India Ltd

3.41%

Axis Bank Ltd

3.37%

Fund Managers

  1. Anuj Kapil (Jun 2023 - Present)

Key Information

View Scheme Document

Taurus Largecap Equity Fund - Reinvestment of Income Distribution cum capital wdrl 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 - Reinvestment of Income Distribution cum capital wdrl

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 - Reinvestment of Income Distribution cum capital wdrl?

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 - Reinvestment of Income Distribution cum capital wdrl
  • 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

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