Taurus
Taurus FMP 370 Days Sr 2 Retail Dividend Plan
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 | +0.00% | -7.11% | +7.11 | 475 / 732 | Q3 |
| 1W | -6.78% | -12.64% | +5.86 | 522 / 699 | Q3 |
| 2W | -6.70% | -12.71% | +6.01 | 530 / 712 | Q3 |
| 1M | -6.49% | -12.43% | +5.94 | 560 / 754 | Q3 |
| 3M | -5.61% | -11.47% | +5.87 | 538 / 740 | Q3 |
| 6M | -4.27% | -9.57% | +5.29 | 498 / 680 | Q3 |
| YTD | -5.57% | -9.94% | +4.38 | 548 / 704 | Q4 |
| 1Y | -0.02% | -7.10% | +7.08 | 355 / 627 | Q3 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +0.00% | -6.12% | +6.12 | 406 / 770 | Q3 |
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 |
|---|---|---|---|---|
| 2010 YTD | -5.57% | -4.87% | -0.70 | 114 / 143 |
| 2009 | — | — | — | — |
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.
Recent NAVs
| Date | NAV |
|---|---|
| 5 Apr 2010 | ₹10.0000 |
| 31 Mar 2010 | ₹10.7298 |
| 30 Mar 2010 | ₹10.7284 |
| 29 Mar 2010 | ₹10.7271 |
| 26 Mar 2010 | ₹10.7237 |
| 25 Mar 2010 | ₹10.7226 |
| 23 Mar 2010 | ₹10.7199 |
| 22 Mar 2010 | ₹10.7185 |
| 19 Mar 2010 | ₹10.7142 |
| 18 Mar 2010 | ₹10.7127 |
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 matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
More from Taurus
- Taurus Banking & Financial Services Fund - Direct Plan - Growth
- Taurus Banking & Financial Services Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option
- Taurus Banking & Financial Services Fund - Regular Plan - Growth
- Taurus Banking & Financial Services Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
- Taurus Bonanza Fund-Dividend Option
- Taurus Bonanza Fund-Growth Option
- Taurus Discovery Divided Option
- Taurus Discovery Fund