Should I invest in Taurus Large Cap Fund?

We don't give personal investment advice. Taurus Large Cap Fund - Direct 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: 19.2%. 5-year CAGR: 9.89%.

Taurus

Taurus Large Cap Fund - Direct Plan - Growth

Latest NAV

₹160.4000

As of

3 Jun 2026

3,301 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%	+0.19%	-0.54	34 / 36	Q4
1W	-2.09%	-1.77%	-0.32	28 / 36	Q4
2W	-2.01%	-0.24%	-1.77	36 / 36	Q4
1M	-3.53%	-1.86%	-1.67	36 / 36	Q4
3M	-2.53%	-3.48%	+0.95	6 / 35	Q1
6M	-6.34%	-7.02%	+0.68	9 / 34	Q2
YTD	-6.07%	-7.39%	+1.32	7 / 34	Q1
1Y	-1.26%	-1.80%	+0.54	13 / 34	Q2
2Y	+0.22%	+2.13%	-1.90	27 / 32	Q4
3Y	+11.85%	+12.27%	-0.41	17 / 31	Q3
4Y	+12.03%	+12.68%	-0.65	20 / 29	Q3
5Y	+9.89%	+11.07%	-1.18	21 / 28	Q3
7Y	+10.42%	+12.37%	-1.95	25 / 25	Q4
10Y	+10.04%	+12.80%	-2.76	23 / 23	Q4
Inception	+9.98%	+11.08%	-1.10	32 / 36	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	-6.07%	-7.39%	+1.32	7 / 34
2025	+5.00%	+8.01%	-3.01	31 / 33
2024	+17.94%	+16.46%	+1.48	10 / 31
2023	+21.44%	+25.03%	-3.60	26 / 31
2022	+6.77%	+3.34%	+3.43	5 / 28
2021	+17.70%	+27.19%	-9.50	27 / 27
2020	+10.21%	+14.50%	-4.29	19 / 25
2019	+8.46%	+11.93%	-3.47	18 / 24
2018	-4.99%	+0.35%	-5.34	24 / 24
2017	+25.61%	+31.41%	-5.80	22 / 23
2016	-0.51%	+4.58%	-5.09	21 / 22

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

+13.07%

152 windows

min -28.1% · max 58.6%

78% positive

3-Year rolling

+11.09%

127 windows

min -7.3% · max 22.5%

95% positive

5-Year rolling

+10.57%

103 windows

min -2.9% · max 19.9%

99% positive

7-Year rolling

+10.03%

79 windows

min 5.1% · max 13.0%

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

12.71%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.74

Downside-only deviation

Max drawdown

-17.62%

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 Large Cap Fund - Growth Option - Direct Plan	HDFC	₹1,163.9600	3 Jun 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹97.2167	3 Jun 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹100.8823	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹115.3300	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹82.0000	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹86.1600	3 Jun 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹16.2295	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹550.6600	3 Jun 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹13.4304	3 Jun 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,077.6027	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹160.4000
2 Jun 2026	₹160.9700
1 Jun 2026	₹160.2200
29 May 2026	₹161.8300
27 May 2026	₹163.8200
26 May 2026	₹164.2500
25 May 2026	₹165.2300
22 May 2026	₹163.5900
21 May 2026	₹163.8900
20 May 2026	₹163.6900

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 Large Cap Fund - Direct Plan - Growth is ₹160.4000. It's a Large Cap Fund from Taurus, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Large Cap Fund - Direct Plan - Growth has NAV history starting from 03 Jan 2013, a track record of about 13 years 5 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 Large Cap Fund - Direct Plan - Growth 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 Large Cap Fund - Direct Plan - Growth has delivered a absolute return of -1.26% — +0.54 pp ahead of the Large Cap Fund category average of -1.80%. The fund ranks #13 of 34 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Taurus Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 11.85% — -0.41 pp behind the Large Cap Fund category average of 12.27%. The fund ranks #17 of 31 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Taurus Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 9.89% — -1.18 pp behind the Large Cap Fund category average of 11.07%. The fund ranks #21 of 28 in its category — the third (Q3) quartile.

₹1 lakh invested in Taurus Large Cap Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹260,347 today — a multiplier of 2.60×, based on the 10-year CAGR of 10.04%. The category average over the same window would have grown ₹1 lakh to ₹333,597.

A ₹10,000 monthly SIP in Taurus Large Cap Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹741,375 today. That's an XIRR (money-weighted annualised return) of 8.39%.

A ₹10,000 monthly SIP for 10 years in Taurus Large Cap Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,037,701 (multiplier 1.70×). XIRR: 10.21%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Large Cap Fund - Direct Plan - Growth ranks #21 out of 28 funds in the Large Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.07%; this fund delivered 9.89%.

The worst peak-to-trough decline Taurus Large Cap Fund - Direct Plan - Growth has experienced over the last 5-year window is 19.18% — 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 Large Cap Fund - Direct Plan - Growth averaged 10.57% (best 19.89%, worst -2.91%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.27 — weak risk-adjusted performance.

In calendar year 2025, Taurus Large Cap Fund - Direct Plan - Growth returned 5.00% — lagging the Large Cap Fund category average of 8.01% by 3.01 pp. It ranked #31 of 33 in its category that year.

Taurus Large Cap Fund - Direct 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 Large Cap Fund - Direct 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: 19.2%. 5-year CAGR: 9.89%.

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