Taurus Large Cap Fund Direct Growth

Scheme code: INF044D01BX3 NAV value: ₹ 154.5000 NAV date: 15 April, 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	17.43	25.97
3 year	6.28	33.32	15.57	15.07
5 year	0.74	26.02	12.91	10.14
7 year	3.33	15.62	11.64	9.69
10 year	3.49	17.22	10.65	11.2
12 year	3.07	16.17	10.8	11.34
15 year	6.95	15.66	10.87

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	40.69	25.97
3 year	7.46	28.1	17.5	15.07
5 year	2.16	28.39	12.2	10.14
7 year	6.37	19.44	13.04	9.69
10 year	5.44	23	13.66	11.2
12 year	5.63	21.18	13.46	11.34
15 year	7.36	20.78	13.12

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	25.97
3 year	6.56	32.12	15.66	15.07
5 year	1	26.2	12.75	10.14
7 year	3.8	15.42	11.84	9.69
10 year	3.8	18	11.09	11.2
12 year	3.63	16.86	11.19	11.34
15 year	7.01	16.36	11.19

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	5.83	8.03
3 year	7.35	7.85
5 year	7.28	6.29
7 year	6.36	5.44
10 year	5.93	6.13
12 year	6.09	6.23

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	12.63	8.03
3 year	9.36	7.85
5 year	7.47	6.29
7 year	6.76	5.44
10 year	7.62	6.13
12 year	7.65	6.23

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	8.03
3 year	7.51	7.85
5 year	7.25	6.29
7 year	6.38	5.44
10 year	6.15	6.13
12 year	6.3	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%