Taurus Flexi Cap Fund Direct Growth

Scheme code: INF044D01BU9 NAV value: ₹ 217.5200 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-4.52	52.77	25.84	27.76
3 year	3.28	27.70	15.52	19.35
5 year	-1.88	24.72	9.32	15.47
7 year	2.71	12.52	9.06	14.55
10 year	7.60	13.70	10.94	15.93
12 year	10.34	12.10	11.38	15.93

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	25.84
3 year	6.28	33.32	15.57	15.52
5 year	0.74	26.02	12.91	9.32
7 year	3.33	15.62	11.64	9.06
10 year	3.49	17.22	10.65	10.94
12 year	3.07	16.17	10.8	11.38
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	25.84
3 year	6.56	32.12	15.66	15.52
5 year	1	26.2	12.75	9.32
7 year	3.8	15.42	11.84	9.06
10 year	3.8	18	11.09	10.94
12 year	3.63	16.86	11.19	11.38
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	25.84
3 year	7.68	33.37	17	15.52
5 year	0.71	27.63	13.15	9.32
7 year	3.76	16.01	12.04	9.06
10 year	3.56	16.94	10.94	10.94
12 year	3.31	16.54	10.99	11.38
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	25.84
3 year	8.04	34.46	17.98	15.52
5 year	0.69	28.64	13.53	9.32
7 year	3.97	16.42	12.35	9.06
10 year	3.53	17.72	11.24	10.94
12 year	3.1	16.97	11.25	11.38
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 25.84% - Median return: 31.01% - Average standard deviation: 5.02

Rolling return for 3 year

- Average return: 15.52% - Median return: 16.37% - Average standard deviation: 1.86

Rolling return for 5 year

- Average return: 9.32% - Median return: 8.79% - Average standard deviation: 0.98

Rolling return for 7 year

- Average return: 9.06% - Median return: 9.04% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 10.94% - Median return: 11.19% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 11.38% - Median return: 11.35% - Average standard deviation: 0.47

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 (%)
1 year	12,00,000	12,91,388	91,388	7.62
3 year	36,00,000	45,60,639	9,60,639	8.21
5 year	60,00,000	80,47,285	20,47,285	6.05
7 year	84,00,000	1,18,91,912	34,91,912	5.09
10 year	1,20,00,000	2,15,00,994	95,00,994	6.01
12 year	1,44,00,000	2,91,23,281	1,47,23,281	6.05

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	7.62
3 year	7.35	8.21
5 year	7.28	6.05
7 year	6.36	5.09
10 year	5.93	6.01
12 year	6.09	6.05

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	7.62
3 year	7.51	8.21
5 year	7.25	6.05
7 year	6.38	5.09
10 year	6.15	6.01
12 year	6.3	6.05

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	7.62
3 year	8.25	8.21
5 year	7.64	6.05
7 year	6.58	5.09
10 year	6.21	6.01
12 year	6.36	6.05

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	7.62
3 year	8.74	8.21
5 year	7.97	6.05
7 year	6.78	5.09
10 year	6.43	6.01
12 year	6.57	6.05

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,91,388 - Absolute Returns: ₹91,388 - CAGR: 7.62%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,60,639 - Absolute Returns: ₹9,60,639 - CAGR: 8.21%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,47,285 - Absolute Returns: ₹20,47,285 - CAGR: 6.05%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,18,91,912 - Absolute Returns: ₹34,91,912 - CAGR: 5.09%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,15,00,994 - Absolute Returns: ₹95,00,994 - CAGR: 6.01%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,91,23,281 - Absolute Returns: ₹1,47,23,281 - CAGR: 6.05%