Equity Scheme - Large Cap FundTaurus Mutual Fund

Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option

₹72.0600▼ 0.1300 (0.18%)

Scheme Type

Open Ended Schemes

NAV History

-0.14%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,986

-0.1%

3Y Ago

₹15,183

+51.8%

5Y Ago

₹22,227

+122.3%

Past performance ≠ future results

Fund Analytics

Score: 56.4 / 100

Performance

Total Returns

Simple return over period

+0.13%

CAGR

Compound annual growth rate

+0.13%

Growth of ₹10K

Hypothetical investment value

₹10,013

SIP XIRR

SIP internal rate of return

-2.90%

Risk

Volatility (Ann.)

Std deviation of returns

11.24%LOW

Max Drawdown

Worst peak-to-trough

-9.07%

Sharpe Ratio

Risk-adjusted return

-0.52POOR

Sortino Ratio

Downside risk-adjusted return

-0.77POOR

Benchmark

Beta

Market sensitivity

0.84DEF

Alpha

Excess return vs benchmark

+2.18%

Tracking Error

Deviation from benchmark

6.02%

Information Ratio

Alpha per unit tracking error

0.36

Treynor Ratio

Return per unit systematic risk

-7.02

Capture

Upside Capture

Participation in market gains

88.40%

Downside Capture

Participation in market losses

80.64%

Rolling Returns

1Y Rolling CAGR

Avg 17.0% (-8.4% – 58.3%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+0.1%-3.6%

+2.2%

3Y+13.2%+9.9%

+3.4%

5Y+11.0%+10.4%

+0.7%

Beta

1Y:0.843Y:0.985Y:0.99

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

₹1,48,408

Total Value

₹4,48,408

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