Taurus Large Cap Fund Direct Growth

Scheme code: INF044D01BX3 NAV value: ₹ 157.8800 NAV date: 19 March, 2026 TER: 2.33%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-30.63	73.69	8.57	13.38	11.75
3 year	-8.17	24.50	11.71	11.21	15.29
5 year	-3.43	23.51	10.73	10.68	14.86
7 year	4.21	13.81	10.02	10.05	13.45
10 year	8.03	13.72	10.92	11.02	13.98
12 year	10.59	13.70	12.35	12.20	14.88

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.38
3 year	6.28	30.95	15.04	11.21
5 year	8.38	26.02	14.22	10.68
7 year	10.18	15.62	12.93	10.05
10 year	11.42	12.93	12.18	11.02
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	13.38
3 year	9.08	26.46	18.8	11.21
5 year	3.67	28.39	14.12	10.68
7 year	8.54	16.39	12.66	10.05
10 year	12.91	14.35	13.63	11.02

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.38
3 year	6.56	19.64	13.57	11.21
5 year	9.22	12.29	10.75	10.68

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: ₹12,68,584 - Absolute Returns: ₹68,584 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,38,107 - Absolute Returns: ₹6,38,107 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹79,08,982 - Absolute Returns: ₹19,08,982 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,23,26,000 - Absolute Returns: ₹39,26,000 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,21,35,940 - Absolute Returns: ₹1,01,35,940 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,01,68,346 - Absolute Returns: ₹1,57,68,346 - CAGR: %

Drawdown Metrics

Max Drawdown

-35.12 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.79 %

Calmar Ratio by Duration

1 Y

0.381

3 Y

0.3192

5 Y

0.3041

7 Y

0.2861

10 Y

0.3138

12 Y

0.3474

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.38	0.95	99.0	93.9	7.50 %	4.00 %
3 years	4.67	1.00	102.8	96.8	15.94 %	11.28 %
5 years	1.83	1.00	100.2	97.9	11.27 %	9.44 %
7 years	0.49	0.94	94.9	94.2	10.97 %	10.74 %
10 years	-0.63	0.94	95.0	95.5	11.11 %	12.06 %
12 years	-0.60	0.94	95.0	95.4	9.20 %	10.00 %
15 years	-0.55	0.94	95.0	95.4	7.29 %	7.92 %