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Taurus Large Cap Fund - Direct Plan - Growth vs Union Largecap Fund - Direct Plan - Growth Option
Taurus Large Cap Fund and Union Largecap Fund are both in the Large Cap Fund category, from Taurus Asset Management Company Limited and Union Asset Management Company Private Limited respectively. Union Largecap Fund has posted a higher 3-year rolling CAGR. Union Largecap Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Union Largecap Fund has the lower direct-plan expense ratio, by 0.86 percentage points.
| Taurus Large Cap Fund - Direct Plan - Growth | Union Largecap Fund - Direct Plan - Growth Option | |
|---|---|---|
| Category | Large Cap Fund | Large Cap Fund |
| AMC | Taurus Asset Management Company Limited | Union Asset Management Company Private Limited |
| Benchmark | BSE 100 TRI | BSE 100 TRI |
| NAV | ₹175.81 (2026-10-28) | ₹23.48 (2026-10-28) |
| AUM | ₹63.316 Cr | ₹404.421 Cr |
| Expense Ratio (Direct) | 2.54% | 1.68% |
| Inception | 2008-05-07 | 2017-04-20 |
Returns
Union Largecap 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.
| Taurus Large Cap Fund - Direct Plan - Growth | Union Largecap Fund - Direct Plan - Growth Option | |
|---|---|---|
| 3Y Sharpe Ratio | 0.35 | -0.11 |
| 3Y Alpha | 3.9538% | -2.2783% |
| 3Y Std Deviation | 13.4823% | 12.9669% |
| 3Y Calmar Ratio | 0.67 | 0.34 |
Portfolio Analytics
Union Largecap 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.
| Taurus Large Cap Fund - Direct Plan - Growth | Union Largecap Fund - Direct Plan - Growth Option | |
|---|---|---|
| P/E Ratio | 21.7514 | 26.4979 |
| P/B Ratio | 6.656 | - |
| Dividend Yield | 1.6217% | 0.9459% |
| Active Share | 52.65% | 39.6% |
| Portfolio Turnover | 97% | 32% |
| YTM | - | 5.3444% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Taurus Large Cap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Taurus Large Cap Fund or Union Largecap Fund?
Union Largecap Fund's 3-year rolling CAGR of 14.2% is higher than Taurus Large Cap Fund's 12.1%. Union Largecap Fund sits in the 37th 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, Taurus Large Cap Fund or Union Largecap Fund?
Union Largecap Fund's direct-plan expense ratio is 0.86 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, Taurus Large Cap Fund or Union Largecap 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 Union Largecap 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 (0.35 for Taurus Large Cap Fund vs -0.11 for Union Largecap 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, Taurus Large Cap Fund or Union Largecap Fund?
Union Largecap Fund has ₹404 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, Taurus Large Cap Fund or Union Largecap Fund?
Taurus Large Cap Fund launched on 2008-05-07, making it older than Union Largecap Fund (launched 2017-04-20). 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.