Parag Parikh Large Cap Fund vs Taurus Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Parag Parikh Large Cap Fund and Taurus Large Cap Fund are both Large Cap funds. Parag Parikh Large Cap Fund charges 0.32% a year and Taurus Large Cap Fund 2.51% (Direct plans). Their portfolios overlap 48.2%: they hold 31 of the same securities.
Which is better, Parag Parikh Large Cap or Taurus Large Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Parag Parikh Large Cap costs less: 0.32% a year against 2.51% (Direct plans).
- Taurus Large Cap fell less in its worst fall since 06-02-2026: −11.4% against −13.8%.
- Parag Parikh Large Cap holds more in large companies: 97.4% of the fund in large caps against 81.0%.
- Parag Parikh Large Cap is the larger fund: ₹866 Cr against ₹62 Cr.
- Their portfolios overlap 48.2%: 31 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Parag Parikh Large Cap Fund | Taurus Large Cap Fund |
|---|---|---|
| Fund house | PPFAS Mutual Fund | Taurus Mutual Fund |
| Category | Large Cap | Large Cap |
| AUM | ₹866 Cr (30-09-2026) | ₹62 Cr (30-09-2026) |
| NAV | ₹9.20 (Direct) | ₹177.24 (Direct) |
| Expense ratio (Direct) | 0.32% | 2.51% |
| Expense ratio (Regular) | 0.72% | 2.73% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 100 TRI | BSE 100 TRI |
| Launch date | 04-02-2026 | 28-02-1995 |
| Minimum investment | ₹1,000 | ₹500 |
| Lock in | None | None |
| Fund managers | Rajeev Thakkar, Rukun Tarachandani, Raj Mehta, Raunak Onkar, Tejas Soman, Aishwarya Dhar | Anuj Kapil |
| Exit load | NIL | 1% if exited on or before 365 days. Nil, if exited after 365 days. |
Parag Parikh Large Cap vs Taurus Large Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Parag Parikh Large Cap Fund (Direct) | +1.04% | −5.22% | −2.88% | -- | -- | -- | -- |
| Taurus Large Cap Fund (Direct) | +0.73% | +1.11% | +6.60% | +2.96% | +14.19% | +10.15% | +10.18% |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
Category average: the average of the 35 Large Cap funds, same plan type.
Parag Parikh Large Cap vs Taurus Large Cap: Year-wise Returns
| Year | Parag ParikhParag Parikh Large Cap | TaurusTaurus Large Cap |
|---|---|---|
| 2026to date | -- | +3.02% |
| 2025 | -- | +5.49% |
| 2024 | -- | +18.17% |
| 2023 | -- | +21.91% |
| 2022 | -- | +6.77% |
| 2021 | -- | +18.06% |
Parag Parikh Large Cap vs Taurus Large Cap: Rolling Returns
Every holding period of both funds, against Nifty 100 TRI, the benchmark of Parag Parikh Large Cap Fund
Parag Parikh Large Cap vs Taurus Large Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Parag Parikh Large Cap Fund (Direct) | Taurus Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −10.75% | +10.47% |
| Standard deviation | 15.01% | 15.86% |
| Sharpe ratio | -1.06 | 0.28 |
| Sortino ratio | -1.40 | 0.38 |
| Maximum drawdown | −13.8% (30-03-2026) | −35.1% (23-03-2020) |
| Beta | 0.99 | 0.97 |
| Alpha | −0.02% | −1.40% |
From daily NAVs, 06-02-2026 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Parag Parikh Large Cap Fund (Direct)
Taurus Large Cap Fund (Direct)
Nifty 100 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Parag Parikh Large Cap Fund (Direct) | −13.8% | 11-02-2026 | 30-03-2026 | Not yet | -- | −9.0% |
| Taurus Large Cap Fund (Direct) | −11.4% | 11-02-2026 | 31-03-2026 | 20-07-2026 | 4 months | −2.0% |
| Nifty 100 TRI | −13.9% | 11-02-2026 | 30-03-2026 | Not yet | -- | −9.1% |
From daily values since 06-02-2026, the first day every fund has.
Parag Parikh Large Cap vs Taurus Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Parag Parikh Large Cap Fund, September 2026; Taurus Large Cap Fund, September 2026
Holdings in common
- Overlap
- 48.2%
- Held by both
- 31
- Only in Parag Parikh Large Cap
- 71
- Only in Taurus Large Cap
- 8
| Security | % of Parag Parikh Large Cap | % of Taurus Large Cap |
|---|---|---|
| HDFC Bank Limited | 8.36% | 6.88% |
| ICICI Bank Limited | 7.30% | 5.70% |
| Bharti Airtel Limited | 4.14% | 3.63% |
| Reliance Industries Limited | 6.18% | 3.29% |
| State Bank of India | 3.06% | 3.06% |
| Infosys Limited | 2.70% | 2.40% |
| Kotak Mahindra Bank Limited | 2.37% | 2.07% |
| Mahindra & Mahindra Limited | 2.03% | 2.08% |
| Axis Bank Limited | 2.71% | 2.01% |
| ITC Limited | 1.95% | 6.50% |
| Hindustan Unilever Limited | 1.28% | 1.25% |
| Maruti Suzuki India Limited | 1.20% | 1.57% |
| Titan Company Limited | 1.46% | 1.03% |
| HCL Technologies Limited | 1.00% | 2.89% |
| BSE Limited | 0.97% | 1.16% |
| Divi's Laboratories Limited | 0.91% | 8.72% |
| Power Grid Corporation of India Limited | 0.91% | 2.45% |
| Sun Pharmaceutical Industries Limited | 1.48% | 0.90% |
| Grasim Industries Limited | 0.89% | 1.70% |
| Tata Consultancy Services Limited | 1.61% | 0.86% |
| Coal India Limited | 0.78% | 1.60% |
| TVS Motor Company Limited | 0.74% | 2.17% |
| Adani Power Limited | 0.65% | 3.22% |
| Jio Financial Services Limited | 0.55% | 0.47% |
| Varun Beverages Limited | 0.46% | 3.42% |
| Tata Power Company Limited | 0.46% | 1.31% |
| Power Finance Corporation Limited | 0.37% | 1.52% |
| Solar Industries India Limited | 0.37% | 1.83% |
| HDFC Asset Management Company Limited | 0.36% | 1.17% |
| DLF Limited | 0.33% | 2.58% |
| Union Bank of India | 0.25% | 1.54% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.2% means 48.2% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Parag Parikh Large Cap Fund
| Security | % of fund |
|---|---|
| Larsen & Toubro Limited | 3.39% |
| Bajaj Finance Limited | 2.01% |
| Eternal Limited | 1.78% |
| NTPC Limited | 1.18% |
| Tata Steel Limited | 1.17% |
Largest holdings only in Taurus Large Cap Fund
| Security | % of fund |
|---|---|
| Sigma Advanced Systems Ltd. | 7.14% |
| Advit Jewels Ltd. | 3.35% |
| Skyways Air Services Ltd. | 2.20% |
| The Indian Hotels Company Ltd. | 1.40% |
| Pranav Constructions Ltd. | 1.30% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Parag Parikh Large Cap | Taurus Large Cap |
|---|---|---|
| Equity | 99.5% | 98.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.5% | 1.1% |
Market cap of stocks
| Market cap | Parag Parikh Large Cap | Taurus Large Cap |
|---|---|---|
| Large Cap | 97.4% | 81.0% |
| Mid Cap | 2.0% | 3.0% |
| Small Cap | 0.1% | 8.0% |
| Not on AMFI's list | 0.0% | 6.8% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Parag Parikh Large Cap | Taurus Large Cap |
|---|---|---|
| Other | 0.0% | 98.9% |
| Banks | 25.0% | 0.0% |
| Petroleum Products | 7.0% | 0.0% |
| IT - Software | 6.7% | 0.0% |
| Automobiles | 6.3% | 0.0% |
| Finance | 6.2% | 0.0% |
| Telecom - Services | 4.4% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Parag Parikh Large Cap vs Taurus Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Parag Parikh Large Cap Fund | Taurus Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.32% | 2.51% |
| Base expense ratio (Direct) | 0.14% | 1.88% |
| Total expense ratio (Regular) | 0.72% | 2.73% |
| Base expense ratio (Regular) | 0.48% | 2.08% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Parag Parikh Large Cap with
Parag Parikh Large Cap Fund vs Taurus Large Cap Fund: Frequently Asked Questions
What is the difference between Parag Parikh Large Cap Fund and Taurus Large Cap Fund?
Both are Large Cap funds, run by PPFAS Mutual Fund and Taurus Mutual Fund. Their portfolios overlap 48.2%. Parag Parikh Large Cap Fund charges 0.32% a year and Taurus Large Cap Fund 2.51%.
Which has the lower expense ratio, Parag Parikh Large Cap Fund or Taurus Large Cap Fund?
Parag Parikh Large Cap Fund charges less: 0.32% a year against 2.51%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Parag Parikh Large Cap Fund and Taurus Large Cap Fund overlap?
48.2%. They hold 31 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Parag Parikh Large Cap Fund or Taurus Large Cap Fund?
On SEBI's riskometer, Parag Parikh Large Cap Fund is rated Very High and Taurus Large Cap Fund Very High. Over their common history, the standard deviation of daily returns was 15.01% and 15.86% a year.
Can I invest in both Parag Parikh Large Cap Fund and Taurus Large Cap Fund?
Yes. 48.2% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Parag Parikh Large Cap Fund and Taurus Large Cap Fund?
Parag Parikh Large Cap Fund: Rajeev Thakkar, Rukun Tarachandani, Raj Mehta, Raunak Onkar, Tejas Soman, Aishwarya Dhar. Taurus Large Cap Fund: Anuj Kapil.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.