COMPARE
Tata Large Cap Fund -Direct Plan Growth Option vs Taurus Large Cap Fund - Direct Plan - Growth
Tata Large Cap Fund - and Taurus Large Cap Fund are both in the Large Cap Fund category, from Tata Asset Management Limited and Taurus Asset Management Company Limited respectively. Tata Large Cap Fund - has posted a higher 3-year rolling CAGR. Tata Large Cap Fund - has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Tata Large Cap Fund - has the lower direct-plan expense ratio, by 1.31 percentage points.
| Tata Large Cap Fund -Direct Plan Growth Option | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| Category | Large Cap Fund | Large Cap Fund |
| AMC | Tata Asset Management Limited | Taurus Asset Management Company Limited |
| Benchmark | Nifty 100 TRI | BSE 100 TRI |
| NAV | ₹554.5278 (2026-10-28) | ₹175.81 (2026-10-28) |
| AUM | ₹2,542.84 Cr | ₹63.316 Cr |
| Expense Ratio (Direct) | 1.23% | 2.54% |
| Inception | 2013-01-01 | 2008-05-07 |
Returns
Tata Large Cap Fund - leads on 3-year rolling CAGR (14.2% vs Taurus Large Cap Fund's 12.1%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Taurus Large Cap Fund has been the more volatile of the two by standard deviation.
| Tata Large Cap Fund -Direct Plan Growth Option | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.10 | 0.35 |
| 3Y Alpha | 1.8068% | 3.9538% |
| 3Y Std Deviation | 13.2649% | 13.4823% |
| 3Y Calmar Ratio | 0.53 | 0.67 |
Portfolio Analytics
Tata Large Cap Fund - carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Tata Large Cap Fund -Direct Plan Growth Option | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| P/E Ratio | 24.8202 | 21.7514 |
| P/B Ratio | 15.3738 | 6.656 |
| Dividend Yield | 0.9375% | 1.6217% |
| Active Share | 46.57% | 52.65% |
| Portfolio Turnover | 87% | 97% |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Tata Large Cap Fund - and Taurus Large Cap Fund carry the same Punji Quality grade.
Frequently asked questions
Which has a higher 3-year return, Tata Large Cap Fund - or Taurus Large Cap Fund?
Tata Large Cap Fund -'s 3-year rolling CAGR of 14.2% is higher than Taurus Large Cap Fund's 12.1%. Tata Large Cap Fund - sits in the 40th percentile of its category on this metric, versus the 3rd percentile for Taurus Large Cap Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Tata Large Cap Fund - or Taurus Large Cap Fund?
Tata Large Cap Fund -'s direct-plan expense ratio is 1.31 percentage points lower than Taurus Large Cap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Tata Large Cap Fund - or Taurus Large Cap Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Taurus Large Cap Fund has been more volatile than Tata Large Cap Fund - over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.10 for Tata Large Cap Fund - vs 0.35 for Taurus Large Cap Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Tata Large Cap Fund - or Taurus Large Cap Fund?
Tata Large Cap Fund - has ₹2,543 Cr in assets under management, versus ₹63 Cr for Taurus Large Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Tata Large Cap Fund - or Taurus Large Cap Fund?
Taurus Large Cap Fund launched on 2008-05-07, making it older than Tata Large Cap Fund - (launched 2013-01-01). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.