Should I invest in Taurus Investor Education Pool - Unclaimed Dividend?

We don't give personal investment advice. Taurus Investor Education Pool - Unclaimed Dividend - Growth is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.0%. 5-year CAGR: 0.00%.

Taurus

Taurus Investor Education Pool - Unclaimed Dividend - Growth

Latest NAV

₹10.0000

As of

3 Jun 2026

1,947 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

Add another fund to compare

No matches.

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	+0.00%	+0.01%	-0.01	4 / 6	Q3
1W	+0.00%	+0.07%	-0.07	5 / 6	Q4
2W	+0.00%	+0.11%	-0.11	5 / 6	Q4
1M	+0.00%	+0.22%	-0.22	5 / 6	Q4
3M	+0.00%	+0.85%	-0.85	5 / 6	Q4
6M	+0.00%	+1.74%	-1.74	5 / 6	Q4
YTD	+0.00%	+1.97%	-1.97	5 / 6	Q4
1Y	+0.00%	+3.76%	-3.76	5 / 6	Q4
2Y	+0.00%	+4.17%	-4.17	5 / 6	Q4
3Y	+0.00%	+3.92%	-3.92	4 / 5	Q4
4Y	+0.00%	+3.91%	-3.91	4 / 5	Q4
5Y	+0.00%	+3.70%	-3.70	4 / 5	Q4
7Y	+0.00%	+3.63%	-3.63	4 / 5	Q4
10Y	—	—	—	—	—
Inception	+0.00%	+3.32%	-3.32	5 / 6	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	+0.00%	+0.93%	-0.93	3 / 4
2025	+0.00%	+3.01%	-3.01	3 / 4
2024	+0.00%	+3.26%	-3.26	3 / 4
2023	+0.00%	+3.21%	-3.21	3 / 4
2022	+0.00%	+1.97%	-1.97	3 / 4
2021	+0.00%	+1.53%	-1.53	3 / 4
2020	+0.00%	+2.32%	-2.32	4 / 5
2019	+0.00%	+4.00%	-4.00	5 / 6
2018	—	—	—	—

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

+0.00%

85 windows

min 0.0% · max 0.0%

0% positive

3-Year rolling

+0.00%

61 windows

min 0.0% · max 0.0%

0% positive

5-Year rolling

+0.00%

36 windows

min 0.0% · max 0.0%

0% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+0.00%

12 windows

min 0.0% · max 0.0%

0% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

0.00%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.00%

Peak to trough

% positive months

0.0%

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 Money Market Fund

Scheme	Fund house	NAV	As of
HDFC Money Market Fund - Growth Option - Direct Plan	HDFC	₹6,159.9626	3 Jun 2026
Nippon India Money Market Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹2,611.7657	3 Jun 2026
SBI SAVINGS FUND - DIRECT PLAN - GROWTH	SBI	₹46.9233	3 Jun 2026
ICICI Prudential Money Market Fund Option - Direct Plan - Growth	ICICI Prudential	₹405.6499	3 Jun 2026
Invesco India Money Market Fund - Direct Plan - Growth	Invesco	₹3,326.0796	3 Jun 2026
Bandhan Money Market Fund -Direct Plan-Growth	Bandhan	₹46.1539	3 Jun 2026
Aditya Birla Sun Life Money Manager Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹395.8504	3 Jun 2026
Franklin India Money Market Fund - Direct - Growth	Franklin India	₹54.7789	3 Jun 2026
Mirae Asset Money Market Fund Direct Growth	Mirae Asset	₹1,348.9773	3 Jun 2026
Kotak Money Market Fund - (Growth) - Direct	Kotak	₹4,789.1423	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹10.0000
2 Jun 2026	₹10.0000
1 Jun 2026	₹10.0000
29 May 2026	₹10.0000
27 May 2026	₹10.0000
26 May 2026	₹10.0000
25 May 2026	₹10.0000
22 May 2026	₹10.0000
21 May 2026	₹10.0000
20 May 2026	₹10.0000

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 Investor Education Pool - Unclaimed Dividend - Growth is ₹10.0000. It's a Money Market Fund from Taurus, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Investor Education Pool - Unclaimed Dividend - Growth has NAV history starting from 03 Jul 2018, a track record of about 7 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Taurus Investor Education Pool - Unclaimed Dividend - Growth is managed by Taurus. It's classified by AMFI under the 'Money Market Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Investor Education Pool - Unclaimed Dividend - Growth has delivered a absolute return of 0.00% — -3.76 pp behind the Money Market Fund category average of 3.76%. The fund ranks #5 of 6 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Investor Education Pool - Unclaimed Dividend - Growth has delivered a CAGR of 0.00% — -3.92 pp behind the Money Market Fund category average of 3.92%. The fund ranks #4 of 5 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Taurus Investor Education Pool - Unclaimed Dividend - Growth has delivered a CAGR of 0.00% — -3.7 pp behind the Money Market Fund category average of 3.70%. The fund ranks #4 of 5 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus Investor Education Pool - Unclaimed Dividend - Growth exactly 5 years ago would be worth approximately ₹100,000 today — a multiplier of 1.00×, based on the 5-year CAGR of 0.00%. The category average over the same window would have grown ₹1 lakh to ₹119,895.

A ₹10,000 monthly SIP in Taurus Investor Education Pool - Unclaimed Dividend - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹600,000 today. That's an XIRR (money-weighted annualised return) of 0.00%.

Taurus Investor Education Pool - Unclaimed Dividend - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹840,000 — XIRR 0.00%.

On a 5-year basis, Taurus Investor Education Pool - Unclaimed Dividend - Growth ranks #4 out of 5 funds in the Money Market Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 3.70%; this fund delivered 0.00%.

The worst peak-to-trough decline Taurus Investor Education Pool - Unclaimed Dividend - Growth has experienced over the last 5-year window is 0.00%. 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 Investor Education Pool - Unclaimed Dividend - Growth averaged 0.00% (best 0.00%, worst 0.00%). 0% of rolling windows ended positive.

In calendar year 2025, Taurus Investor Education Pool - Unclaimed Dividend - Growth returned 0.00% — lagging the Money Market Fund category average of 3.01% by 3.01 pp. It ranked #3 of 4 in its category that year.

Taurus Investor Education Pool - Unclaimed Dividend - Growth is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Taurus Investor Education Pool - Unclaimed Dividend - Growth is suitable for an investor whose:

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)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.0%. 5-year CAGR: 0.00%.

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

Taurus Investor Education Pool - Unclaimed Dividend - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Money Market Fund

Recent NAVs

Frequently asked questions

More from Taurus