Equity Scheme - Large Cap FundTaurus Mutual Fund

Taurus Large Cap Fund - Direct Plan - Growth

₹161.8900▼ 0.4600 (0.28%)

Scheme Type

Open Ended Schemes

NAV History

-5.11%

365 data points · Period: 1Y

Returns

CAGR

-0.28%

+3.39%

-3.79%

+9.00%

+13.36%

+11.48%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,489

-5.1%

3Y Ago

₹14,524

+45.2%

5Y Ago

₹22,250

+122.5%

Past performance ≠ future results

Fund Analytics

Score: 57.5 / 100

Performance

Total Returns

Simple return over period

+2.35%

CAGR

Compound annual growth rate

+2.35%

Growth of ₹10K

Hypothetical investment value

₹10,235

SIP XIRR

SIP internal rate of return

-6.57%

Risk

Volatility (Ann.)

Std deviation of returns

12.40%LOW

Max Drawdown

Worst peak-to-trough

-9.07%

Sharpe Ratio

Risk-adjusted return

-0.29POOR

Sortino Ratio

Downside risk-adjusted return

-0.45POOR

Benchmark

Beta

Market sensitivity

0.91DEF

Alpha

Excess return vs benchmark

+1.69%

Tracking Error

Deviation from benchmark

4.62%

Information Ratio

Alpha per unit tracking error

0.36

Treynor Ratio

Return per unit systematic risk

-4.00

Capture

Upside Capture

Participation in market gains

93.75%

Downside Capture

Participation in market losses

93.44%

Rolling Returns

1Y Rolling CAGR

Avg 18.1% (-8.4% – 67.4%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+2.4%+0.1%

+1.7%

3Y+16.0%+12.2%

+3.9%

5Y+11.7%+11.0%

+0.7%

Beta

1Y: 0.913Y: 0.995Y: 1.00

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

₹1,24,017

Total Value

₹4,24,017

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