Taurus Large Cap Fund

Direct · Growth

AI Summary

Performance

Taurus Large Cap Fund has delivered a 3Y SIP XIRR of 13.44% and a 5Y SIP XIRR of 12.35%, but these trail the category average SIP XIRR of 14.28% and 14.04% respectively across all time horizons. Against the NIFTY 50, the fund shows positive alpha over 1Y (8.25%), 3Y (6.39%) and 5Y (3.19%), though alpha fades to near zero over 10Y (-0.41%) and 15Y (-0.01%), indicating benchmark-level returns only over the long run. The lump-sum Fund CAGR of 14.11% over 3Y versus the benchmark's 7.75% reflects strong recent relative performance.

Risk

The fund exhibits a beta below 1 (0.89-0.99 across windows) with downside capture consistently under 100% (86.39% over 1Y, 94.95% over 3Y), suggesting it falls less than the index in corrections. It has experienced 10 drawdown events greater than 10%, and the recovery from maximum drawdown took 233 days, indicating meaningful downside episodes despite controlled capture ratios. Calmar ratios between 0.29 and 0.37 across horizons point to moderate risk-adjusted efficiency.

Portfolio

The portfolio holds 39 stocks with the top 10 accounting for roughly 53% of NAV, led by Divi's Laboratories (8.58%), ITC (7.60%) and ICICI Bank (6.79%). Banks dominate sector allocation at 22.0%, followed by Pharmaceuticals (9.7%), FMCG (9.1%) and IT (8.9%), giving a financials-heavy but otherwise reasonably diversified spread. Holdings like Sigma Advanced Systems (Aerospace & Defense, 4.78%) and Advit Jewels (4.59%) add some non-traditional large cap exposure.

Category Positioning

The fund underperforms the category average SIP XIRR at every measured horizon — for example 11.67% vs 14.37% over 10Y and 11.60% vs 14.11% over 12Y — placing it in the lower half of its peer group on SIP returns. Calendar year returns show inconsistency, ranging from 38.60% in 2014 to -4.99% in 2018 and -3.58% in 2013. Its high expense ratio of 2.32% is a likely drag relative to peers and may explain part of the category shortfall.

Investor Suitability

This fund may suit conservative large cap investors who prioritize downside protection, given its sub-1 beta and downside capture below 100%, and who can stay invested for 7-10 years. However, investors seeking category-beating SIP returns should note the consistent gap versus peers and the elevated 2.32% expense ratio. A moderate risk tolerance is appropriate, as the fund has seen 10 drawdowns exceeding 10% historically.

  • Consistently low downside capture (86.39% over 1Y, 94.95% over 3Y) with beta below 1, indicating better-than-index resilience in falling markets
  • Strong recent alpha versus NIFTY 50 of 8.25% over 1Y and 6.39% over 3Y, with 3Y Fund CAGR of 14.11% versus the benchmark's 7.75%
  • Diversified 39-stock portfolio with a balanced spread across banks, pharma, FMCG and IT beyond the dominant financials allocation

  • SIP XIRR trails the category average at every horizon (e.g., 11.67% vs 14.37% over 10Y), signaling persistent underperformance versus peers
  • High expense ratio of 2.32% erodes returns, and alpha diminishes to near zero over 10Y (-0.41%) and 15Y (-0.01%) horizons

Generated on 03-09-2026, 3:11 AM. Verify before investing.

₹175.93
18 Aug 2026
NAV
11.3%
3Y CAGR
10.7%
5Y CAGR
11.0%
10Y CAGR
11.1%
Weighted CAGR
?
3.82
Sharpe
-35.1%
Max Drawdown
?
2.32%
TER

If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.

Duration Invested Median Value XIRR Min XIRR Max XIRR
1 Year ₹12.00 L ₹12.60 L 13.9% -55.7% 71.7%
3 Years ₹36.00 L ₹42.20 L 11.1% -22.0% 28.4%
5 Years ₹60.00 L ₹78.87 L 10.8% -10.6% 23.2%
7 Years ₹84.00 L ₹1.23 Cr 10.9% -4.0% 18.5%
10 Years ₹1.20 Cr ₹2.21 Cr 11.6% 7.6% 14.9%
12 Years ₹1.44 Cr ₹2.98 Cr 11.5% 9.4% 13.4%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR NIFTY 50 Category avg Fund edge
1 Year 13.9% 14.4% 14.1% -0.6%
3 Years 11.1% 11.1% 14.3% -0.0%
5 Years 10.8% 10.4% 14.0% +0.4%
7 Years 10.9% 10.6% 14.1% +0.3%
10 Years 11.6% 11.5% 14.4% +0.1%
12 Years 11.5% 11.4% 14.1% +0.1%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 13.0% 8.2% -30.6% 73.7% 0.38 0.99 80%
3 Years 11.3% 12.1% -8.2% 24.5% 0.87 2.14 95%
5 Years 10.7% 10.8% -3.4% 23.5% 0.94 2.95 99%
10 Years 11.0% 10.8% 8.0% 13.7% 3.82 100%

-35.1%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.8%
Avg Drawdown

Calmar Ratio by Duration

0.37
1Y
0.32
3Y
0.30
5Y
0.29
7Y
0.31
10Y
0.33
12Y

Compared against NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year +8.25 0.89 97.9% 86.4% 6.4% -2.9%
3 Years +6.39 0.98 102.8% 95.0% 14.1% 7.8%
5 Years +3.19 0.99 100.6% 96.7% 11.0% 7.8%
7 Years +1.58 0.93 95.2% 93.4% 13.0% 11.8%
10 Years -0.41 0.94 94.9% 95.0% 10.1% 10.8%
12 Years +0.59 0.95 95.5% 94.4% 10.2% 9.8%
15 Years -0.01 0.95 95.9% 95.6% 9.6% 9.7%

39
Total Holdings
53.4%
Top 10 Weight
21
Sectors
# Stock % of NAV
1 Divi's Laboratories Ltd. 8.58%
2 ITC Ltd. 7.60%
3 ICICI Bank Ltd. 6.79%
4 HDFC Bank Ltd. 5.54%
5 Sigma Advanced Systems Ltd. 4.78%
6 Advit Jewels Ltd. 4.59%
7 Bharti Airtel Ltd. 4.46%
8 Reliance Industries Ltd. 3.97%
9 State Bank of India 3.59%
10 HCL Technologies Ltd. 3.48%