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: 11.07%.

Taurus

Taurus Large Cap Fund - Direct Plan - Growth

Latest NAV

₹171.5900

As of

17 Jul 2026

3,332 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	+0.97%	+0.69%	+0.28	3 / 36	Q1
1W	+1.89%	+0.30%	+1.60	1 / 36	Q1
2W	+2.35%	+0.37%	+1.98	1 / 36	Q1
1M	+3.82%	+1.62%	+2.20	1 / 36	Q1
3M	+3.15%	+1.64%	+1.51	3 / 36	Q1
6M	+2.35%	-1.66%	+4.01	3 / 35	Q1
YTD	+0.48%	-3.05%	+3.53	4 / 34	Q1
1Y	+2.42%	+0.29%	+2.14	8 / 34	Q1
2Y	+0.92%	+1.50%	-0.59	23 / 33	Q3
3Y	+13.07%	+11.75%	+1.32	8 / 31	Q2
4Y	+13.68%	+14.04%	-0.36	19 / 30	Q3
5Y	+11.07%	+11.71%	-0.64	19 / 28	Q3
7Y	+12.26%	+13.88%	-1.62	22 / 25	Q4
10Y	+10.18%	+12.86%	-2.68	23 / 23	Q4
Inception	+10.44%	+11.69%	-1.26	31 / 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	+0.48%	-3.05%	+3.53	4 / 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

+13.30%

153 windows

min -21.6% · max 57.1%

80% positive

3-Year rolling

+11.48%

129 windows

min -5.0% · max 22.9%

95% positive

5-Year rolling

+10.78%

105 windows

min -0.9% · max 22.1%

98% positive

7-Year rolling

+10.15%

80 windows

min 5.4% · max 13.4%

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

11.88%

3-year · annualised

Sharpe ratio

0.56

vs risk-free 6.5%

Sortino ratio

0.97

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	₹1,239.1080	17 Jul 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹101.8020	17 Jul 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹105.1850	17 Jul 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹120.5600	17 Jul 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹87.2600	17 Jul 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹90.9120	17 Jul 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹17.1312	17 Jul 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹578.0500	17 Jul 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹14.1993	17 Jul 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,134.2035	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹171.5900
16 Jul 2026	₹169.9400
15 Jul 2026	₹169.9100
14 Jul 2026	₹168.7900
13 Jul 2026	₹169.2200
10 Jul 2026	₹168.4000
9 Jul 2026	₹166.6700
8 Jul 2026	₹165.1600
7 Jul 2026	₹168.4400
6 Jul 2026	₹168.7000

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 17 Jul 2026, the NAV of Taurus Large Cap Fund - Direct Plan - Growth is ₹171.5900. 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 6 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 2.42% — +2.14 pp ahead of the Large Cap Fund category average of 0.29%. The fund ranks #8 of 34 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Taurus Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 13.07% — +1.32 pp ahead of the Large Cap Fund category average of 11.75%. The fund ranks #8 of 31 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Taurus Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 11.07% — -0.64 pp behind the Large Cap Fund category average of 11.71%. The fund ranks #19 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 ₹263,700 today — a multiplier of 2.64×, based on the 10-year CAGR of 10.18%. The category average over the same window would have grown ₹1 lakh to ₹335,257.

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 ₹781,756 today. That's an XIRR (money-weighted annualised return) of 10.52%.

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 ₹2,154,299 (multiplier 1.80×). XIRR: 11.26%. 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 #19 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 11.71%; this fund delivered 11.07%.

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 10.78% (best 22.11%, worst -0.91%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.34 — 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: 11.07%.

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