Taurus Large Cap Fund Direct Growth

Scheme code: INF044D01BX3 NAV value: ₹ 160.2200 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-4.22	48.37	25.97	23.94
3 year	4.63	25.80	15.07	17.2
5 year	-0.95	24.04	10.14	13.9
7 year	3.20	13.33	9.69	13.25
10 year	8.03	13.99	11.20	14.33
12 year	10.42	12.13	11.34	14.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	25.97
3 year	6.28	33.32	15.79	15.07
5 year	3.54	26.02	13.5	10.14
7 year	3.33	15.62	11.71	9.69
10 year	3.49	17.22	10.6	11.2
12 year	3.07	16.17	10.84	11.34
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.04	25.97
3 year	8.15	28.1	17.95	15.07
5 year	3.67	42.35	13.68	10.14
7 year	-2.14	19.44	12.59	9.69
10 year	3.39	23	13.41	11.2
12 year	1.81	21.18	13.31	11.34
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	25.97
3 year	9.08	58.7	29.31	15.07
5 year	3.67	48	18.04	10.14
7 year	3.8	31.03	14.14	9.69
10 year	3.8	28.93	12.39	11.2
12 year	3.63	26.65	12.59	11.34
15 year	7.01	32.26	12.89

Rolling return for 1 year

- Average return: 25.97% - Median return: 31.07% - Average standard deviation: 4.91

Rolling return for 3 year

- Average return: 15.07% - Median return: 15.32% - Average standard deviation: 1.82

Rolling return for 5 year

- Average return: 10.14% - Median return: 9.62% - Average standard deviation: 0.96

Rolling return for 7 year

- Average return: 9.69% - Median return: 9.75% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 11.2% - Median return: 11.42% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 11.34% - Median return: 11.42% - Average standard deviation: 0.44

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	12,96,278	96,278	8.03
3 year	36,00,000	45,15,789	9,15,789	7.85
5 year	60,00,000	81,40,342	21,40,342	6.29
7 year	84,00,000	1,21,69,910	37,69,910	5.44
10 year	1,20,00,000	2,17,61,199	97,61,199	6.13
12 year	1,44,00,000	2,97,34,201	1,53,34,201	6.23

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	8.03
3 year	7.3	7.85
5 year	7.48	6.29
7 year	6.39	5.44
10 year	5.95	6.13
12 year	6.11	6.23

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.5	8.03
3 year	9.49	7.85
5 year	8.66	6.29
7 year	7.16	5.44
10 year	7.67	6.13
12 year	7.67	6.23

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	8.03
3 year	20.64	7.85
5 year	13	6.29
7 year	9.48	5.44
10 year	7.99	6.13
12 year	8.12	6.23

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,96,278 - Absolute Returns: ₹96,278 - CAGR: 8.03%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,15,789 - Absolute Returns: ₹9,15,789 - CAGR: 7.85%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,40,342 - Absolute Returns: ₹21,40,342 - CAGR: 6.29%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,69,910 - Absolute Returns: ₹37,69,910 - CAGR: 5.44%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,17,61,199 - Absolute Returns: ₹97,61,199 - CAGR: 6.13%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,97,34,201 - Absolute Returns: ₹1,53,34,201 - CAGR: 6.23%