Taurus Flexi Cap Fund Direct Growth

Scheme code: INF044D01BU9 NAV value: ₹ 213.0300 NAV date: 19 March, 2026 TER: 2.56%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-36.01	77.51	8.24	13.28	12.89
3 year	-10.48	25.82	11.52	10.92	15.13
5 year	-4.91	24.27	10.17	10.21	15.94
7 year	3.84	12.77	9.27	9.33	14.64
10 year	7.60	13.49	10.48	10.69	14.91
12 year	10.44	13.36	11.76	11.83	15.96

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.28
3 year	6.28	30.95	15.04	10.92
5 year	8.38	26.02	14.22	10.21
7 year	10.18	15.62	12.93	9.33
10 year	11.42	12.93	12.18	10.69
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.28
3 year	6.56	19.64	13.57	10.92
5 year	9.22	12.29	10.75	10.21

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	13.28
3 year	7.68	21.49	15.06	10.92
5 year	10.37	13.5	11.93	10.21

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	13.28
3 year	8.04	32.03	17.81	10.92
5 year	8.18	28.64	15.34	10.21
7 year	10.64	16.42	13.77	9.33
10 year	12.56	14.06	13.31	10.69

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,63,405 - Absolute Returns: ₹63,405 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,45,831 - Absolute Returns: ₹6,45,831 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,09,998 - Absolute Returns: ₹18,09,998 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,20,22,450 - Absolute Returns: ₹36,22,450 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,15,23,072 - Absolute Returns: ₹95,23,072 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,89,15,541 - Absolute Returns: ₹1,45,15,541 - CAGR: %

Drawdown Metrics

Max Drawdown

-40.99 %

Drawdown Duration

26 months

Recovery Time

10 months

Avg Drawdown

-6.79 %

Calmar Ratio by Duration

1 Y

0.324

3 Y

0.2664

5 Y

0.2491

7 Y

0.2276

10 Y

0.2608

12 Y

0.2886

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.94	0.96	93.5	95.6	2.17 %	4.00 %
3 years	2.29	1.01	101.1	98.0	13.62 %	11.28 %
5 years	0.97	0.98	97.2	95.4	10.35 %	9.44 %
7 years	-1.07	0.93	92.3	92.8	9.37 %	10.74 %
10 years	-1.44	0.94	93.7	94.7	10.28 %	12.06 %
12 years	-1.27	0.94	93.7	94.7	8.52 %	10.00 %
15 years	-1.07	0.94	93.7	94.7	6.76 %	7.92 %