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: 9.75%.

Taurus

Taurus Bonanza Fund-Dividend Option

Latest NAV

₹66.3000

As of

3 Jun 2026

4,445 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	-0.35%	+0.22%	-0.57	32 / 35	Q4
1W	-2.08%	-1.72%	-0.37	28 / 35	Q4
2W	-2.01%	-0.38%	-1.63	33 / 35	Q4
1M	-3.55%	-2.02%	-1.53	33 / 35	Q4
3M	-2.59%	-4.81%	+2.23	5 / 35	Q1
6M	-6.44%	-9.11%	+2.68	6 / 35	Q1
YTD	-6.16%	-9.27%	+3.11	5 / 35	Q1
1Y	-1.46%	-4.88%	+3.43	7 / 35	Q1
2Y	+0.05%	-0.83%	+0.87	20 / 35	Q3
3Y	+11.69%	+8.36%	+3.32	4 / 35	Q1
4Y	+11.88%	+9.26%	+2.62	10 / 34	Q2
5Y	+9.75%	+7.88%	+1.87	17 / 34	Q2
7Y	+10.27%	+8.83%	+1.44	19 / 34	Q3
10Y	+1.03%	+8.61%	-7.58	32 / 34	Q4
Inception	+2.20%	+8.24%	-6.04	32 / 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	-6.16%	-9.72%	+3.56	4 / 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

+8.15%

209 windows

min -53.8% · max 83.7%

64% positive

3-Year rolling

+4.82%

184 windows

min -22.6% · max 25.0%

71% positive

5-Year rolling

+3.56%

160 windows

min -18.5% · max 19.8%

62% positive

7-Year rolling

+1.80%

136 windows

min -7.2% · max 16.9%

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

12.71%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

0.72

Downside-only deviation

Max drawdown

-17.68%

Sep 2024 → Feb 2025

% positive months

63.9%

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	₹49.0300	3 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹51.5053	3 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹40.6142	2 Jun 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹27.3480	3 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹542.4130	3 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹79.7800	3 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹40.0004	3 Jun 2026
UTI - Master Share-Growth Option	UTI	₹254.1999	3 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹317.4700	3 Jun 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹36.8700	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹66.3000
2 Jun 2026	₹66.5300
1 Jun 2026	₹66.2300
29 May 2026	₹66.8900
27 May 2026	₹67.7100
26 May 2026	₹67.8900
25 May 2026	₹68.3000
22 May 2026	₹67.6200
21 May 2026	₹67.7500
20 May 2026	₹67.6600

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 03 Jun 2026, the NAV of Taurus Bonanza Fund-Dividend Option is ₹66.3000. 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. 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 -1.46% — +3.43 pp ahead of the Large Cap Fund category average of -4.88%. The fund ranks #7 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 11.69% — +3.32 pp ahead of the Large Cap Fund category average of 8.36%. The fund ranks #4 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 9.75% — +1.87 pp ahead of the Large Cap Fund category average of 7.88%. The fund ranks #17 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 ₹110,832 today — a multiplier of 1.11×, based on the 10-year CAGR of 1.03%. The category average over the same window would have grown ₹1 lakh to ₹228,445.

A ₹10,000 monthly SIP in Taurus Bonanza Fund-Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹738,378 today. That's an XIRR (money-weighted annualised return) of 8.23%.

A ₹10,000 monthly SIP for 10 years in Taurus Bonanza Fund-Dividend Option = ₹1,200,000 invested. It would currently be worth ₹1,819,116 (multiplier 1.52×). XIRR: 8.06%. 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 #17 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 7.88%; this fund delivered 9.75%.

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 3.56% (best 19.76%, worst -18.47%). 62% of rolling windows ended positive. The 5-year Sharpe ratio is 0.26 — 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: 9.75%.

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