Should I invest in Taurus Bonanza Fund?

We don't give personal investment advice. Taurus Bonanza Fund-Dividend 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: 19.2%. 5-year CAGR: 10.92%.

Taurus

Taurus Bonanza Fund-Dividend Option

Latest NAV

₹70.9000

As of

17 Jul 2026

4,476 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	+0.97%	+0.70%	+0.27	4 / 35	Q1
1W	+1.88%	+0.36%	+1.52	2 / 35	Q1
2W	+2.34%	+0.42%	+1.91	2 / 35	Q1
1M	+3.79%	+1.48%	+2.31	2 / 35	Q1
3M	+3.08%	+1.06%	+2.02	4 / 35	Q1
6M	+2.22%	-3.79%	+6.01	4 / 35	Q1
YTD	+0.35%	-5.15%	+5.50	3 / 35	Q1
1Y	+2.21%	-2.74%	+4.94	4 / 35	Q1
2Y	+0.73%	-1.60%	+2.33	11 / 35	Q2
3Y	+12.89%	+7.90%	+4.99	3 / 35	Q1
4Y	+13.52%	+10.56%	+2.96	6 / 34	Q1
5Y	+10.92%	+8.42%	+2.50	11 / 34	Q2
7Y	+12.11%	+10.25%	+1.86	19 / 34	Q3
10Y	+1.19%	+8.69%	-7.50	32 / 34	Q4
Inception	+2.56%	+8.44%	-5.88	31 / 35	Q4

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	+0.35%	-5.48%	+5.84	2 / 34
2025	+4.82%	+5.20%	-0.38	23 / 34
2024	+17.81%	+12.60%	+5.21	5 / 34
2023	+21.36%	+21.38%	-0.02	19 / 34
2022	+6.65%	+0.25%	+6.39	3 / 34
2021	+17.61%	+23.62%	-6.01	30 / 34
2020	+10.08%	+11.04%	-0.96	24 / 34
2019	+8.20%	+7.65%	+0.55	19 / 35
2018	-13.41%	-3.82%	-9.59	34 / 35
2017	-39.53%	+24.19%	-63.73	35 / 35
2016	-3.37%	+0.01%	-3.38	26 / 33

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

+8.30%

210 windows

min -51.6% · max 91.4%

64% positive

3-Year rolling

+5.05%

186 windows

min -27.4% · max 24.6%

71% positive

5-Year rolling

+3.67%

161 windows

min -16.8% · max 22.0%

63% positive

7-Year rolling

+1.93%

137 windows

min -7.0% · max 15.9%

43% 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

11.88%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-17.68%

Sep 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 Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹52.1620	17 Jul 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹53.6607	17 Jul 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹42.7106	17 Jul 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹28.9130	17 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹569.5770	17 Jul 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹83.3100	17 Jul 2026
HSBC Equity Fund - Dividend	HSBC	₹42.0344	17 Jul 2026
UTI - Master Share-Growth Option	UTI	₹266.1697	17 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹332.7000	17 Jul 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹38.6800	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹70.9000
16 Jul 2026	₹70.2200
15 Jul 2026	₹70.2100
14 Jul 2026	₹69.7500
13 Jul 2026	₹69.9300
10 Jul 2026	₹69.5900
9 Jul 2026	₹68.8800
8 Jul 2026	₹68.2500
7 Jul 2026	₹69.6100
6 Jul 2026	₹69.7200

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 17 Jul 2026, the NAV of Taurus Bonanza Fund-Dividend Option is ₹70.9000. It's a Large Cap Fund from Taurus, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Bonanza Fund-Dividend Option has NAV history starting from 08 May 2008, a track record of about 18 years 2 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 Bonanza Fund-Dividend Option is managed by Taurus. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Bonanza Fund-Dividend Option has delivered a absolute return of 2.21% — +4.94 pp ahead of the Large Cap Fund category average of -2.74%. The fund ranks #4 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Taurus Bonanza Fund-Dividend Option has delivered a CAGR of 12.89% — +4.99 pp ahead of the Large Cap Fund category average of 7.90%. The fund ranks #3 of 35 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Taurus Bonanza Fund-Dividend Option has delivered a CAGR of 10.92% — +2.5 pp ahead of the Large Cap Fund category average of 8.42%. The fund ranks #11 of 34 in its category — the second (Q2) quartile.

₹1 lakh invested in Taurus Bonanza Fund-Dividend Option exactly 10 years ago would be worth approximately ₹112,522 today — a multiplier of 1.13×, based on the 10-year CAGR of 1.19%. The category average over the same window would have grown ₹1 lakh to ₹230,064.

A ₹10,000 monthly SIP in Taurus Bonanza Fund-Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹778,432 today. That's an XIRR (money-weighted annualised return) of 10.35%.

A ₹10,000 monthly SIP for 10 years in Taurus Bonanza Fund-Dividend Option = ₹1,200,000 invested. It would currently be worth ₹1,942,110 (multiplier 1.62×). XIRR: 9.30%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Bonanza Fund-Dividend Option ranks #11 out of 34 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.42%; this fund delivered 10.92%.

The worst peak-to-trough decline Taurus Bonanza Fund-Dividend Option has experienced over the last 5-year window is 19.23% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. 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 Bonanza Fund-Dividend Option averaged 3.67% (best 21.99%, worst -16.79%). 63% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, Taurus Bonanza Fund-Dividend Option returned 4.82% — lagging the Large Cap Fund category average of 5.20% by 0.38 pp. It ranked #23 of 34 in its category that year.

Taurus Bonanza Fund-Dividend 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 Bonanza Fund-Dividend 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: 19.2%. 5-year CAGR: 10.92%.

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