IncomeTaurus Mutual Fund

Taurus MIP Advantage - Growth Option

₹15.0102▲ 0.0016 (0.01%)

Scheme Type

Open Ended Schemes

NAV History

+5.58%

365 data points · Period:1Y

Returns

CAGR

+0.01%

+1.25%

+2.37%

+7.50%

+6.80%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,558

+5.6%

3Y Ago

₹13,820

+38.2%

5Y Ago

—

Past performance ≠ future results

Fund Analytics

Score: 41.5 / 100

Performance

Total Returns

Simple return over period

+2.41%

CAGR

Compound annual growth rate

+2.41%

Growth of ₹10K

Hypothetical investment value

₹10,241

SIP XIRR

SIP internal rate of return

+4.81%

Risk

Volatility (Ann.)

Std deviation of returns

3.81%LOW

Max Drawdown

Worst peak-to-trough

-3.27%

Sharpe Ratio

Risk-adjusted return

-0.94POOR

Sortino Ratio

Downside risk-adjusted return

-0.96POOR

Benchmark

Beta

Market sensitivity

0.17DEF

Alpha

Excess return vs benchmark

-39.89%

Tracking Error

Deviation from benchmark

14.15%

Information Ratio

Alpha per unit tracking error

-2.82

Treynor Ratio

Return per unit systematic risk

-21.57

Capture

Upside Capture

Participation in market gains

16.03%

Downside Capture

Participation in market losses

13.83%

Rolling Returns

1Y Rolling CAGR

Avg 7.8% (-1.6% – 17.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2016-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+2.4%+224.2%

-39.9%

3Y+7.0%+67.1%

-10.9%

5Y+7.3%—

—

Beta

1Y:0.173Y:0.205Y:—

Underperforming 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

₹1,01,235

Total Value

₹4,01,235

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