IncomeTaurus Mutual Fund

Taurus Short Term Income Fund- Regular Plan - Growth Option

₹2773.0696▲ 1.8639 (0.07%)

Scheme Type

Open Ended Schemes

NAV History

-0.41%

365 data points · Period:1Y

Returns

CAGR

+0.88%

+8.01%

+3.41%

+9.16%

+3.67%

+6.26%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,959

-0.4%

3Y Ago

₹12,967

+29.7%

5Y Ago

₹17,262

+72.6%

Past performance ≠ future results

Fund Analytics

Score: 41.1 / 100

Performance

Total Returns

Simple return over period

+9.14%

CAGR

Compound annual growth rate

+9.14%

Growth of ₹10K

Hypothetical investment value

₹10,914

SIP XIRR

SIP internal rate of return

+7.07%

Risk

Volatility (Ann.)

Std deviation of returns

3.61%LOW

Max Drawdown

Worst peak-to-trough

-0.00%

Sharpe Ratio

Risk-adjusted return

0.87AVG

Sortino Ratio

Downside risk-adjusted return

0.00POOR

Benchmark

Beta

Market sensitivity

-0.03DEF

Alpha

Excess return vs benchmark

+8.89%

Tracking Error

Deviation from benchmark

10.83%

Information Ratio

Alpha per unit tracking error

0.82

Treynor Ratio

Return per unit systematic risk

-98.44

Capture

Upside Capture

Participation in market gains

4.91%

Downside Capture

Participation in market losses

-10.95%

Rolling Returns

1Y Rolling CAGR

Avg 984.2% (-5.5% – 10699.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2018-05-02

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+9.1%+186.0%

+8.9%

3Y+3.9%+48.2%

-1.7%

5Y+6.3%+35.8%

+0.4%

Beta

1Y:-0.033Y:-0.015Y:-0.00

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹79,949

Total Value

₹3,79,949

*Based on historical CAGR. Projections are illustrative, not guaranteed