Compare Mutual Funds

Insights from Fund Comparison

• Both Taurus Large Cap Fund (IDCW) and ITI Large Cap Fund - Direct (G) are Large Cap Fund, Equity schemes. Taurus Large Cap Fund (IDCW) is 17 yrs 11 m old and manages ₹50.71 Crs, whereas ITI Large Cap Fund - Direct (G) is 5 yrs 4 m old with ₹507.09 Crs.
• Taurus Large Cap Fund (IDCW) is older, but ITI Large Cap Fund - Direct (G) is larger — suggesting that while Taurus Large Cap Fund (IDCW) has more experience, ITI Large Cap Fund - Direct (G) may be attracting recent investor interest.
• Taurus Large Cap Fund (IDCW) has its top 3 sectors in Banks (23.39%), Tobacco Products (9.44%), and Pharmaceuticals (8.66%), while ITI Large Cap Fund - Direct (G) focuses on Banks (27.25%), Finance (9.97%), and Refineries (6.71%).
• The funds share exposure to Banks, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Taurus Large Cap Fund (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 ITI Large Cap Fund - Direct (G) holds Reliance Industries Limited (6.71%), HDFC Bank Limited (6.59%), ICICI Bank Limited (6.57%), State Bank of India (4.37%), and Axis Bank Limited (4.32%).
• The funds share exposure to State Bank of India, which makes their performance partly correlated. However, the unique holdings like ITC Ltd. in Taurus Large Cap Fund (IDCW) and Reliance Industries Limited in ITI Large Cap Fund - Direct (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Taurus Large Cap Fund (IDCW) has 89.07% equity and 0.00% debt, while ITI Large Cap Fund - Direct (G) has 97.71% equity and 0.00% debt.
• ITI Large Cap Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Taurus Large Cap Fund (IDCW) outperformed ITI Large Cap Fund - Direct (G) in 3 Months, 1 Year, 3 Years (returns: -9.79%, 0.31%, 14.34% ) but underperformed in 6 Months, 5 Years (returns: -5.99%, 10.56%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.