Taurus Nifty 50 Index Fund Direct Growth

Scheme code: INF044D01CQ5 NAV value: ₹ 49.2147 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-1.62	36.58	17.58	19.29
3 year	7.93	33.17	16.27	16.92
5 year	1.81	25.78	13.86	14.48
7 year	4.53	16.46	12.63	12.67
10 year	10.15	15.02	12.85	13
12 year	12.20	13.45	12.86	13.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	17.58
3 year	6.28	33.32	15.79	16.27
5 year	3.54	26.02	13.5	13.86
7 year	3.33	15.62	11.71	12.63
10 year	3.49	17.22	10.6	12.85
12 year	3.07	16.17	10.84	12.86
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	17.58
3 year	9.08	58.7	29.31	16.27
5 year	3.67	48	18.04	13.86
7 year	3.8	31.03	14.14	12.63
10 year	3.8	28.93	12.39	12.85
12 year	3.63	26.65	12.59	12.86
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	17.58
3 year	7.68	33.37	17.09	16.27
5 year	2.35	27.63	13.51	13.86
7 year	3.76	16.01	12.07	12.63
10 year	3.56	16.94	10.92	12.85
12 year	3.31	16.54	11.01	12.86
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	17.58
3 year	8.04	34.46	18.26	16.27
5 year	3.37	28.64	14.21	13.86
7 year	3.97	16.42	12.41	12.63
10 year	3.53	17.72	11.22	12.85
12 year	3.1	16.97	11.31	12.86
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 17.58% - Median return: 21.07% - Average standard deviation: 4

Rolling return for 3 year

- Average return: 16.27% - Median return: 15.5% - Average standard deviation: 1.79

Rolling return for 5 year

- Average return: 13.86% - Median return: 14.17% - Average standard deviation: 0.95

Rolling return for 7 year

- Average return: 12.63% - Median return: 12.96% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 12.85% - Median return: 12.98% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 12.86% - Median return: 12.81% - Average standard deviation: 0.36

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	12,70,925	70,925	5.92
3 year	36,00,000	44,82,202	8,82,202	7.58
5 year	60,00,000	87,02,586	27,02,586	7.72
7 year	84,00,000	1,35,23,091	51,23,091	7.04
10 year	1,20,00,000	2,44,28,521	1,24,28,521	7.37
12 year	1,44,00,000	3,25,18,238	1,81,18,238	7.02

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	5.92
3 year	7.3	7.58
5 year	7.48	7.72
7 year	6.39	7.04
10 year	5.95	7.37
12 year	6.11	7.02

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	5.92
3 year	20.64	7.58
5 year	13	7.72
7 year	9.48	7.04
10 year	7.99	7.37
12 year	8.12	7.02

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	5.92
3 year	8.22	7.58
5 year	7.77	7.72
7 year	6.6	7.04
10 year	6.23	7.37
12 year	6.37	7.02

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	5.92
3 year	8.71	7.58
5 year	8.22	7.72
7 year	6.82	7.04
10 year	6.47	7.37
12 year	6.6	7.02

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,70,925 - Absolute Returns: ₹70,925 - CAGR: 5.92%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,82,202 - Absolute Returns: ₹8,82,202 - CAGR: 7.58%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,02,586 - Absolute Returns: ₹27,02,586 - CAGR: 7.72%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,23,091 - Absolute Returns: ₹51,23,091 - CAGR: 7.04%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,44,28,521 - Absolute Returns: ₹1,24,28,521 - CAGR: 7.37%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,25,18,238 - Absolute Returns: ₹1,81,18,238 - CAGR: 7.02%