Compare Mutual Funds

Insights from Fund Comparison

• Both Taurus Large Cap Fund - Direct (IDCW) and Taurus Large Cap Fund - Direct (G) are Large Cap Fund, Equity schemes. Taurus Large Cap Fund - Direct (IDCW) is 13 yrs 3 m old and manages ₹50.71 Crs, whereas Taurus Large Cap Fund - Direct (G) is 13 yrs 3 m old with ₹50.71 Crs.
• Both funds are fairly comparable in terms of age and size.
• Taurus Large Cap Fund - Direct (IDCW) has its top 3 sectors in Banks (23.39%), Tobacco Products (9.44%), and Pharmaceuticals (8.66%), while Taurus Large Cap Fund - Direct (G) focuses on Banks (23.39%), Tobacco Products (9.44%), and Pharmaceuticals (8.66%).
• Both funds have identical top sector allocations, so sector-level performance will likely impact them similarly.
• Taurus Large Cap Fund - Direct (IDCW) holds ITC Ltd. (9.44%), HDFC Bank Ltd. (7.79%), Divi's Laboratories Ltd. (7.61%), State Bank of India (6.71%), and ICICI Bank Ltd. (6.11%), whereas Taurus Large Cap Fund - Direct (G) holds ITC Ltd. (9.44%), HDFC Bank Ltd. (7.79%), Divi's Laboratories Ltd. (7.61%), State Bank of India (6.71%), and ICICI Bank Ltd. (6.11%).
• Both funds share identical top holdings, meaning their performance will be very similar and primarily differ based on portfolio weight distribution.
• In terms of risk profile, Taurus Large Cap Fund - Direct (IDCW) has 89.07% equity and 0.00% debt, while Taurus Large Cap Fund - Direct (G) has 89.07% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Taurus Large Cap Fund - Direct (IDCW) outperformed Taurus Large Cap Fund - Direct (G) in 1 Year (returns: 0.51% ) but underperformed in 6 Months (returns: -5.89%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.