Taurus Nifty 50 Index Fund
Direct · Growth ₹48.93
18 Jun 2026
NAV
12.8%
3Y CAGR
13.2%
5Y CAGR
12.8%
10Y CAGR
12.9%
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.
7.12
Sharpe
-37.0%
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 | ₹12.70 L | 14.6% | -58.0% | 93.5% |
| 3 Years | ₹36.00 L | ₹43.11 L | 12.7% | -20.2% | 32.2% |
| 5 Years | ₹60.00 L | ₹83.69 L | 13.3% | -7.5% | 22.2% |
| 7 Years | ₹84.00 L | ₹1.38 Cr | 13.4% | -2.1% | 18.7% |
| 10 Years | ₹1.20 Cr | ₹2.43 Cr | 13.6% | 10.2% | 16.4% |
| 12 Years | ₹1.44 Cr | ₹3.29 Cr | 12.8% | 10.4% | 14.4% |
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 | 14.6% | 14.5% | 9.1% | +0.1% |
| 3 Years | 12.7% | 11.2% | 13.2% | +1.5% |
| 5 Years | 13.3% | 10.4% | 14.2% | +2.9% |
| 7 Years | 13.4% | 10.6% | 13.9% | +2.8% |
| 10 Years | 13.6% | 11.5% | 13.8% | +2.1% |
| 12 Years | 12.8% | 11.4% | 13.2% | +1.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.0% | 11.5% | -32.2% | 95.5% | 0.46 | 1.22 | 86% | — | — |
| 3 Years | 12.8% | 12.8% | -4.5% | 31.5% | 1.37 | 6.14 | 99% | — | — |
| 5 Years | 13.2% | 13.3% | -1.2% | 25.1% | 1.75 | 9.29 | 100% | — | — |
| 10 Years | 12.8% | 12.8% | 10.2% | 14.8% | 7.12 | — | 100% | — | — |
-37.0%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.38
1Y
0.35
3Y
0.36
5Y
0.34
7Y
0.35
10Y
0.35
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.05 | 0.99 | 99.1% | 98.9% | -3.7% | -3.8% |
| 3 Years | +0.10 | 0.99 | 98.9% | 98.6% | 8.5% | 8.4% |
| 5 Years | +0.21 | 0.98 | 98.5% | 98.1% | 8.9% | 8.8% |
| 7 Years | +0.75 | 0.97 | 98.4% | 97.6% | 11.5% | 10.8% |
| 10 Years | +0.82 | 0.97 | 98.4% | 97.5% | 12.1% | 11.4% |
| 12 Years | +0.77 | 0.98 | 98.7% | 97.8% | 10.8% | 10.1% |
| 15 Years | +0.64 | 0.98 | 98.7% | 97.9% | 10.2% | 9.7% |
50
Total Holdings
53.3%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd. | 10.65% |
| 2 | Reliance Industries Ltd. | 8.71% |
| 3 | ICICI Bank Ltd. | 8.14% |
| 4 | Bharti Airtel Ltd. | 5.22% |
| 5 | Larsen & Toubro Ltd. | 4.25% |
| 6 | State Bank of India | 4.00% |
| 7 | Infosys Ltd. | 3.74% |
| 8 | Axis Bank Ltd. | 3.28% |
| 9 | ITC Ltd. | 2.74% |
| 10 | Kotak Mahindra Bank Ltd. | 2.54% |