Should I invest in Taurus Flexi Cap Fund?

We don't give personal investment advice. Taurus Flexi Cap Fund - Regular Plan - Growth 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: 21.0%. 5-year CAGR: 10.50%.

Taurus

Taurus Flexi Cap Fund - Regular Plan - Growth

Latest NAV

₹229.3400

As of

24 Jul 2026

5,003 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	+0.16%	-0.03%	+0.19	7 / 75	Q1
1W	-0.20%	-0.56%	+0.36	34 / 74	Q2
2W	+0.88%	-0.70%	+1.58	9 / 73	Q1
1M	+1.98%	+0.17%	+1.81	12 / 72	Q1
3M	+5.57%	+4.82%	+0.75	21 / 71	Q2
6M	+7.74%	+8.69%	-0.95	29 / 71	Q2
YTD	+2.31%	+3.32%	-1.01	24 / 71	Q2
1Y	+1.50%	+14.62%	-13.12	41 / 65	Q3
2Y	-1.42%	+7.82%	-9.24	54 / 61	Q4
3Y	+11.77%	+10.87%	+0.90	24 / 55	Q2
4Y	+12.28%	+10.98%	+1.30	14 / 35	Q2
5Y	+10.50%	+10.36%	+0.14	16 / 33	Q2
7Y	+11.63%	+12.57%	-0.95	17 / 28	Q3
10Y	+9.40%	+10.08%	-0.68	16 / 28	Q3
Inception	+9.66%	+9.02%	+0.64	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	+2.31%	-2.59%	+4.90	3 / 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.

1-Year rolling

+13.43%

236 windows

min -66.7% · max 111.3%

69% positive

3-Year rolling

+10.42%

211 windows

min -10.9% · max 35.0%

91% positive

5-Year rolling

+10.03%

186 windows

min -5.0% · max 22.7%

96% positive

7-Year rolling

+9.59%

163 windows

min 1.9% · max 20.8%

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

13.12%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

0.66

Downside-only deviation

Max drawdown

-20.97%

Sep 2024 → Mar 2026

% positive months

66.7%

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 Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Plan	HDFC	₹2,006.6760	24 Jul 2026
SBI Flexicap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹47.3403	24 Jul 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹19.8000	24 Jul 2026
Franklin India Flexi Cap Fund - Growth	Franklin Templeton	₹1,575.2811	24 Jul 2026
Kotak Flexicap Fund - Growth	Kotak	₹84.0580	24 Jul 2026
HSBC Flexi Cap Fund - Regular Growth	HSBC	₹222.4477	24 Jul 2026
CANARA ROBECO FLEXICAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹335.9000	24 Jul 2026
UTI - Flexi Cap Fund-Growth Option	UTI	₹314.2875	24 Jul 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Birla Sun Life	₹1,905.1400	24 Jul 2026
BANDHAN Flexi Cap Fund - Regular Plan - Growth	IDFC	₹207.8380	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹229.3400
23 Jul 2026	₹228.9800
22 Jul 2026	₹230.1000
21 Jul 2026	₹231.1400
20 Jul 2026	₹232.8400
17 Jul 2026	₹229.8000
16 Jul 2026	₹228.6000
15 Jul 2026	₹228.8000
14 Jul 2026	₹227.3800
13 Jul 2026	₹228.6000

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 24 Jul 2026, the NAV of Taurus Flexi Cap Fund - Regular Plan - Growth is ₹229.3400. It's a Flexi Cap Fund from Taurus, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Flexi Cap Fund - Regular Plan - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 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 Flexi Cap Fund - Regular Plan - Growth is managed by Taurus. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Flexi Cap Fund - Regular Plan - Growth has delivered a absolute return of 1.50% — -13.12 pp behind the Flexi Cap Fund category average of 14.62%. The fund ranks #41 of 65 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Taurus Flexi Cap Fund - Regular Plan - Growth has delivered a CAGR of 11.77% — +0.9 pp ahead of the Flexi Cap Fund category average of 10.87%. The fund ranks #24 of 55 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Taurus Flexi Cap Fund - Regular Plan - Growth has delivered a CAGR of 10.50% — +0.14 pp ahead of the Flexi Cap Fund category average of 10.36%. The fund ranks #16 of 33 in its category — the second (Q2) quartile.

₹1 lakh invested in Taurus Flexi Cap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹245,546 today — a multiplier of 2.46×, based on the 10-year CAGR of 9.40%. The category average over the same window would have grown ₹1 lakh to ₹261,333.

A ₹10,000 monthly SIP in Taurus Flexi Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹767,888 today. That's an XIRR (money-weighted annualised return) of 9.80%.

A ₹10,000 monthly SIP for 10 years in Taurus Flexi Cap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,066,343 (multiplier 1.72×). XIRR: 10.48%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Flexi Cap Fund - Regular Plan - Growth ranks #16 out of 33 funds in the Flexi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.36%; this fund delivered 10.50%.

The worst peak-to-trough decline Taurus Flexi Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 20.97% — its NAV fell from a high on 26 Sep 2024 to a low on 31 Mar 2026. 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 Flexi Cap Fund - Regular Plan - Growth averaged 10.03% (best 22.71%, worst -5.05%). 96% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, Taurus Flexi Cap Fund - Regular Plan - Growth returned -1.89% — lagging the Flexi Cap Fund category average of 2.13% by 4.03 pp. It ranked #22 of 27 in its category that year.

Taurus Flexi Cap Fund - Regular Plan - Growth 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 Flexi Cap Fund - Regular Plan - Growth 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: 21.0%. 5-year CAGR: 10.50%.

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