Taurus
Taurus Star Share
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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 | -0.58% | +0.22% | -0.79 | 70 / 75 | Q4 |
| 1W | -1.12% | -0.17% | -0.96 | 69 / 74 | Q4 |
| 2W | -2.95% | -0.93% | -2.02 | 69 / 73 | Q4 |
| 1M | -2.43% | -0.21% | -2.22 | 67 / 72 | Q4 |
| 3M | +2.11% | +3.95% | -1.84 | 35 / 71 | Q2 |
| 6M | -3.61% | +5.78% | -9.39 | 49 / 71 | Q3 |
| YTD | -3.88% | +1.94% | -5.82 | 49 / 71 | Q3 |
| 1Y | -5.52% | +13.29% | -18.80 | 53 / 65 | Q4 |
| 2Y | -1.44% | +8.19% | -9.63 | 54 / 61 | Q4 |
| 3Y | +11.51% | +11.22% | +0.29 | 26 / 55 | Q2 |
| 4Y | +11.76% | +11.10% | +0.66 | 16 / 35 | Q2 |
| 5Y | +9.53% | +10.23% | -0.71 | 19 / 33 | Q3 |
| 7Y | +9.55% | +11.12% | -1.57 | 18 / 28 | Q3 |
| 10Y | +9.47% | +10.36% | -0.89 | 16 / 28 | Q3 |
| Inception | +9.38% | +8.96% | +0.42 | 37 / 75 | Q2 |
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 | -3.88% | -6.21% | +2.33 | 9 / 27 |
| 2025 | -1.89% | +2.13% | -4.03 | 22 / 27 |
| 2024 | +17.07% | +17.60% | -0.53 | 12 / 27 |
| 2023 | +26.10% | +25.30% | +0.80 | 12 / 27 |
| 2022 | +4.79% | +0.84% | +3.95 | 11 / 32 |
| 2021 | +21.56% | +25.14% | -3.58 | 32 / 46 |
| 2020 | +6.50% | +13.07% | -6.57 | 39 / 50 |
| 2019 | +3.81% | +4.14% | -0.33 | 33 / 61 |
| 2018 | -7.95% | -7.56% | -0.39 | 21 / 36 |
| 2017 | +31.56% | +31.98% | -0.41 | 20 / 36 |
| 2016 | -0.17% | +1.09% | -1.26 | 20 / 38 |
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.
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 | 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.
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 Flexi Cap Fund
| Scheme | NAV |
|---|---|
| HDFC Equity Fund - Dividend Option | ₹69.6050 |
| SBI Magnum Multicap Fund - Dividend Option | ₹46.4920 |
| ICICI Prudential Flexicap Fund - Growth | ₹18.6700 |
| Franklin India Prima Plus-Dividend | ₹58.9894 |
| Kotak Flexicap Fund - Growth | ₹81.9780 |
| HSBC India Opportunities Fund - Dividend | ₹40.4391 |
| Canara Robeco Equity Diversified-Growth | ₹322.9800 |
| UTI - Equity Fund-Growth Option | ₹293.4969 |
| Birla Sun Life Equity Fund-Plan A(Dividend) | ₹156.7500 |
| Escorts Power & Energy Fund - Dividend Option | ₹75.0389 |
Recent NAVs
| Date | NAV |
|---|---|
| 10 Jun 2026 | ₹215.4600 |
| 9 Jun 2026 | ₹216.7100 |
| 8 Jun 2026 | ₹214.4800 |
| 5 Jun 2026 | ₹216.9600 |
| 4 Jun 2026 | ₹218.1300 |
| 3 Jun 2026 | ₹217.9100 |
| 2 Jun 2026 | ₹218.0000 |
| 1 Jun 2026 | ₹216.3200 |
| 29 May 2026 | ₹219.1100 |
| 27 May 2026 | ₹222.0100 |
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.
- 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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