Taurus Large Cap Fund
Direct · Growth ₹173.27
21 Jul 2026
NAV
11.3%
3Y CAGR
10.7%
5Y CAGR
11.0%
10Y CAGR
11.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.80
Sharpe
-35.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
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 | ₹42.22 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 | ₹2.99 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% | 14.5% | 14.2% | -0.6% |
| 3 Years | 11.1% | 11.2% | 14.4% | -0.0% |
| 5 Years | 10.8% | 10.4% | 14.1% | +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% | 14.2% | +0.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.1% | 8.3% | -30.6% | 73.7% | 0.38 | 1.00 | 79% | — | — |
| 3 Years | 11.3% | 12.0% | -8.2% | 24.5% | 0.86 | 2.11 | 95% | — | — |
| 5 Years | 10.7% | 10.8% | -3.4% | 23.5% | 0.94 | 2.93 | 99% | — | — |
| 10 Years | 11.0% | 10.8% | 8.0% | 13.7% | 3.80 | — | 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
0.34
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.51 | 0.90 | 96.0% | 88.9% | 2.4% | -3.1% |
| 3 Years | +5.88 | 0.98 | 102.6% | 95.3% | 13.1% | 7.3% |
| 5 Years | +2.01 | 0.99 | 99.8% | 97.2% | 11.1% | 9.1% |
| 7 Years | +1.17 | 0.93 | 95.1% | 93.6% | 11.9% | 11.1% |
| 10 Years | -0.58 | 0.94 | 94.9% | 95.3% | 10.2% | 11.1% |
| 12 Years | +0.22 | 0.95 | 95.3% | 94.7% | 10.2% | 10.1% |
| 15 Years | -0.24 | 0.95 | 95.8% | 95.8% | 9.4% | 9.8% |
34
Total Holdings
51.4%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ITC Ltd. | 8.67% |
| 2 | Divi's Laboratories Ltd. | 7.93% |
| 3 | HDFC Bank Ltd. | 6.16% |
| 4 | ICICI Bank Ltd. | 6.06% |
| 5 | Bharti Airtel Ltd. | 4.62% |
| 6 | Reliance Industries Ltd. | 4.48% |
| 7 | State Bank of India | 3.76% |
| 8 | Mazagon Dock Shipbuilders Ltd. | 3.59% |
| 9 | Power Grid Corporation of India Ltd. | 3.34% |
| 10 | DLF Ltd. | 2.78% |