Taurus Nifty 50 Index Fund Direct Growth

Scheme code: INF044D01CQ5 NAV value: ₹ 46.6168 NAV date: 19 March, 2026 TER: 0.72%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-32.19	95.54	11.87	14.33	9.23
3 year	-4.55	31.48	12.96	12.90	15.72
5 year	-1.22	25.14	13.50	13.30	15.28
7 year	5.29	16.21	13.08	12.75	12.94
10 year	10.17	14.79	12.91	12.89	13.12
12 year	11.88	14.54	13.34	13.28	13.61

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.33
3 year	6.28	30.95	15.04	12.9
5 year	8.38	26.02	14.22	13.3
7 year	10.18	15.62	12.93	12.75
10 year	11.42	12.93	12.18	12.89
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	14.33
3 year	6.56	19.64	13.57	12.9
5 year	9.22	12.29	10.75	13.3

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.33
3 year	7.68	21.49	15.06	12.9
5 year	10.37	13.5	11.93	13.3

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.33
3 year	8.04	32.03	17.81	12.9
5 year	8.18	28.64	15.34	13.3
7 year	10.64	16.42	13.77	12.75
10 year	12.56	14.06	13.31	12.89

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: ₹12,74,718 - Absolute Returns: ₹74,718 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,28,656 - Absolute Returns: ₹7,28,656 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,82,793 - Absolute Returns: ₹23,82,793 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,92,961 - Absolute Returns: ₹52,92,961 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,43,96,571 - Absolute Returns: ₹1,23,96,571 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,30,43,916 - Absolute Returns: ₹1,86,43,916 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.00 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.80 %

Calmar Ratio by Duration

1 Y

0.3873

3 Y

0.3487

5 Y

0.3595

7 Y

0.3446

10 Y

0.3484

12 Y

0.3589

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.38	1.00	99.3	98.8	4.39 %	4.00 %
3 years	0.19	0.99	98.8	98.4	11.41 %	11.28 %
5 years	0.33	0.98	98.6	98.1	9.72 %	9.44 %
7 years	0.73	0.97	98.3	97.6	11.35 %	10.74 %
10 years	0.88	0.97	98.5	97.5	12.79 %	12.06 %
12 years	0.70	0.97	98.5	97.5	10.60 %	10.00 %
15 years	0.51	0.97	98.5	97.5	8.39 %	7.92 %