Should I invest in Taurus Discovery Divided Option?

We don't give personal investment advice. Taurus Discovery Divided Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.1%. 5-year CAGR: 10.80%.

Taurus

Taurus Discovery Divided Option

Latest NAV

₹101.9600

As of

10 Jun 2026

4,290 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-1.20%	+0.57%	-1.77	26 / 27	Q4
1W	-1.35%	-0.29%	-1.06	25 / 27	Q4
2W	-3.10%	-2.28%	-0.81	18 / 27	Q3
1M	-4.10%	-1.81%	-2.30	27 / 27	Q4
3M	+3.79%	+4.33%	-0.55	15 / 27	Q3
6M	-3.91%	-0.31%	-3.60	22 / 27	Q4
YTD	-5.18%	-2.09%	-3.09	20 / 27	Q3
1Y	-7.54%	-1.67%	-5.88	25 / 27	Q4
2Y	-2.50%	+2.28%	-4.77	22 / 27	Q4
3Y	+10.78%	+15.99%	-5.21	23 / 27	Q4
4Y	+14.03%	+16.99%	-2.96	21 / 27	Q4
5Y	+10.80%	+13.94%	-3.14	22 / 27	Q4
7Y	+15.09%	+16.01%	-0.92	20 / 27	Q3
10Y	+13.12%	+13.09%	+0.04	18 / 27	Q3
Inception	+15.69%	+10.88%	+4.81	3 / 27	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.18%	-2.09%	-3.09	20 / 27
2025	+0.01%	+0.65%	-0.64	17 / 27
2024	+10.46%	+23.63%	-13.16	26 / 27
2023	+37.28%	+35.07%	+2.21	10 / 27
2022	+6.74%	+2.50%	+4.25	4 / 27
2021	+31.93%	+38.76%	-6.83	21 / 27
2020	+25.36%	+20.23%	+5.13	8 / 27
2019	+1.54%	-0.75%	+2.30	7 / 27
2018	-6.78%	-14.09%	+7.31	4 / 27
2017	+44.64%	+36.02%	+8.62	2 / 27
2016	-8.62%	+0.99%	-9.60	26 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.97%

201 windows

min -28.6% · max 131.6%

70% positive

3-Year rolling

+15.42%

176 windows

min -7.3% · max 37.1%

96% positive

5-Year rolling

+15.76%

152 windows

min 0.8% · max 27.3%

100% positive

7-Year rolling

+14.69%

128 windows

min 9.2% · max 22.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.66%

3-year · annualised

Sharpe ratio

0.33

vs risk-free 6.5%

Sortino ratio

0.56

Downside-only deviation

Max drawdown

-24.09%

Aug 2024 → Feb 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.5050	10 Jun 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹93.8989	10 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹42.0500	10 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹89.2551	10 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.7690	10 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹293.7946	10 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.3900	10 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹75.9548	10 Jun 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹115.3438	10 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹56.4500	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹101.9600
9 Jun 2026	₹103.2000
8 Jun 2026	₹101.9800
5 Jun 2026	₹103.3500
4 Jun 2026	₹103.6900
3 Jun 2026	₹103.3600
2 Jun 2026	₹103.9900
1 Jun 2026	₹102.7200
29 May 2026	₹104.1200
27 May 2026	₹105.2200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 10 Jun 2026, the NAV of Taurus Discovery Divided Option is ₹101.9600. It's a Mid Cap Fund from Taurus, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Discovery Divided Option has NAV history starting from 02 Jan 2009, a track record of about 17 years 5 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Taurus Discovery Divided Option is managed by Taurus. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Discovery Divided Option has delivered a absolute return of -7.54% — -5.88 pp behind the Mid Cap Fund category average of -1.67%. The fund ranks #25 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Discovery Divided Option has delivered a CAGR of 10.78% — -5.21 pp behind the Mid Cap Fund category average of 15.99%. The fund ranks #23 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Taurus Discovery Divided Option has delivered a CAGR of 10.80% — -3.14 pp behind the Mid Cap Fund category average of 13.94%. The fund ranks #22 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus Discovery Divided Option exactly 10 years ago would be worth approximately ₹343,185 today — a multiplier of 3.43×, based on the 10-year CAGR of 13.12%. The category average over the same window would have grown ₹1 lakh to ₹342,058.

A ₹10,000 monthly SIP in Taurus Discovery Divided Option over the last 5 years — total invested ₹600,000 — would be worth ₹741,850 today. That's an XIRR (money-weighted annualised return) of 8.42%.

A ₹10,000 monthly SIP for 10 years in Taurus Discovery Divided Option = ₹1,200,000 invested. It would currently be worth ₹2,352,844 (multiplier 1.96×). XIRR: 12.91%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Discovery Divided Option ranks #22 out of 27 funds in the Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.94%; this fund delivered 10.80%.

The worst peak-to-trough decline Taurus Discovery Divided Option has experienced over the last 5-year window is 24.09% — its NAV fell from a high on 27 Aug 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Taurus Discovery Divided Option averaged 15.76% (best 27.34%, worst 0.75%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, Taurus Discovery Divided Option returned 0.01% — lagging the Mid Cap Fund category average of 0.65% by 0.64 pp. It ranked #17 of 27 in its category that year.

Taurus Discovery Divided Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Taurus Discovery Divided Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.1%. 5-year CAGR: 10.80%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.