Taurus Large Cap Fund · Regular · Growth
NAV
₹180.6500
as of 13 Nov 2026
Expense Ratio
2.59%
AUM
₹50 Cr
Lumpsum returns (CAGR)
- 1Y
- +10.98%
- 3Y
- +15.59%
- 5Y
- +11.11%
- Since Inception
- +11.06%
SIP returns (XIRR)
- 1Y
- +25.11%
- 3Y
- +11.98%
- 5Y
- +13.63%
- Since Inception
- +11.84%
Returns calculated from 17 September 2001 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,46,650 today — ₹6,00,000 invested, 12.6% XIRR.
₹6,00,000
Invested
₹11,46,650
Value today
12.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,97,857 today (11.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹18,31,915.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹11,46,650 in this fund vs ₹11,20,177 in the benchmark — outperformance of ₹26,473.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹3,55,680 today (3.56×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.42
Sharpe Ratio
+0.08
Alpha
0.88
Beta
0.41
Sortino
12.29%
Std Dev
-12.57%
Max Drawdown
Performance Comparison
Related reading
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Fund Details
What this fund does
Taurus Large Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. As with any equity fund, its value can fall sharply in a market downturn.
About This Fund
Taurus Large Cap Fund · Regular · Growth is a Large Cap mutual fund offered by Taurus Mutual Fund. The fund has been operational for over 31 years. It manages assets worth ₹50.4 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI. The current expense ratio is 2.59%.