Should I invest in Taurus Mutual Fund Super Insti Daily Div?

We don't give personal investment advice. Taurus Mutual Fund Super Insti Daily Div 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: 7.2%. 5-year CAGR: 0.26%.

Taurus

Taurus Mutual Fund Super Insti Daily Div

Unit split applied to historical metrics

This scheme had a 100× unit consolidation on 21 Feb 2010. Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

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	+1.19%	-3.56%	+4.75	2 / 84	Q1
1W	+1.27%	-3.52%	+4.79	2 / 84	Q1
2W	+1.27%	-3.50%	+4.77	2 / 84	Q1
1M	+1.27%	-6.74%	+8.01	2 / 87	Q1
3M	+1.27%	-6.22%	+7.49	18 / 86	Q1
6M	+1.27%	-6.43%	+7.69	31 / 84	Q2
YTD	+1.27%	-6.15%	+7.42	22 / 85	Q2
1Y	+1.27%	-5.38%	+6.65	30 / 84	Q2
2Y	+0.63%	-6.52%	+7.16	31 / 86	Q2
3Y	+0.90%	-6.38%	+7.28	33 / 85	Q2
4Y	+0.32%	-7.58%	+7.89	30 / 74	Q2
5Y	+0.26%	-4.41%	+4.67	27 / 61	Q2
7Y	+0.19%	+0.51%	-0.32	27 / 50	Q3
10Y	+0.13%	+0.08%	+0.05	28 / 47	Q3
Inception	+0.11%	-6.05%	+6.16	52 / 88	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
2020 YTD	+1.27%	+1.38%	-0.11	6 / 22
2019	+0.00%	+2.92%	-2.92	22 / 24
2018	+0.58%	+1.53%	-0.96	16 / 32
2017	-0.59%	+2.08%	-2.66	39 / 40
2016	+0.04%	+2.54%	-2.50	27 / 49
2015	+0.01%	+2.88%	-2.87	32 / 50
2014	+0.00%	+2.21%	-2.21	42 / 50
2013	+0.02%	+2.22%	-2.20	31 / 51
2012	+0.00%	+2.94%	-2.94	53 / 58
2011	+0.00%	-4.13%	+4.13	44 / 67
2010	+0.01%	-2.87%	+2.87	44 / 68

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%

131 windows

min -7.2% · max 7.4%

56% positive

3-Year rolling

+0.00%

108 windows

min -2.4% · max 2.5%

79% positive

5-Year rolling

-0.09%

83 windows

min -1.5% · max 0.3%

86% positive

7-Year rolling

-0.10%

58 windows

min -1.1% · max 0.2%

79% 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

0.82%

3-year · annualised

Sharpe ratio

-6.87

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.03%

Mar 2019 → Mar 2020

% positive months

13.9%

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.

Recent NAVs

Date	NAV
3 Nov 2020	₹1,013.4375
2 Nov 2020	₹1,001.4938
1 Nov 2020	₹1,001.3500
30 Oct 2020	₹1,001.0543
29 Oct 2020	₹1,000.7587
28 Oct 2020	₹1,000.7587
27 Oct 2020	₹1,000.7587
26 Oct 2020	₹1,000.7587
25 Oct 2020	₹1,000.7587
22 Oct 2020	₹1,000.7587

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.

Taurus Mutual Fund Super Insti Daily Div is a Liquid from Taurus (Unknown plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Taurus Mutual Fund Super Insti Daily Div has NAV history starting from 23 Jan 2009, a track record of about 17 years 4 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 Mutual Fund Super Insti Daily Div is managed by Taurus. It's classified by AMFI under the 'Liquid' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Mutual Fund Super Insti Daily Div has delivered a absolute return of 1.27% — +6.65 pp ahead of the Liquid category average of -5.38%. The fund ranks #30 of 84 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Taurus Mutual Fund Super Insti Daily Div has delivered a CAGR of 0.90% — +7.28 pp ahead of the Liquid category average of -6.38%. The fund ranks #33 of 85 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Taurus Mutual Fund Super Insti Daily Div has delivered a CAGR of 0.26% — +4.67 pp ahead of the Liquid category average of -4.41%. The fund ranks #27 of 61 in its category — the second (Q2) quartile.

₹1 lakh invested in Taurus Mutual Fund Super Insti Daily Div exactly 10 years ago would be worth approximately ₹101,342 today — a multiplier of 1.01×, based on the 10-year CAGR of 0.13%. The category average over the same window would have grown ₹1 lakh to ₹100,791.

A ₹10,000 monthly SIP in Taurus Mutual Fund Super Insti Daily Div over the last 5 years — total invested ₹600,000 — would be worth ₹611,981 today. That's an XIRR (money-weighted annualised return) of 0.78%.

A ₹10,000 monthly SIP for 10 years in Taurus Mutual Fund Super Insti Daily Div = ₹1,200,000 invested. It would currently be worth ₹1,219,944 (multiplier 1.02×). XIRR: 0.33%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Mutual Fund Super Insti Daily Div ranks #27 out of 61 funds in the Liquid category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is -4.41%; this fund delivered 0.26%.

The worst peak-to-trough decline Taurus Mutual Fund Super Insti Daily Div has experienced over the last 5-year window is 7.22% — its NAV fell from a high on 03 Apr 2016 to a low on 22 Feb 2017. 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 Mutual Fund Super Insti Daily Div averaged -0.09% (best 0.26%, worst -1.47%). 86% of rolling windows ended positive. The 5-year Sharpe ratio is -1.77 — negative risk-adjusted performance.

In calendar year 2019, Taurus Mutual Fund Super Insti Daily Div returned 0.00% — lagging the Liquid category average of 2.92% by 2.92 pp. It ranked #22 of 24 in its category that year.

Taurus Mutual Fund Super Insti Daily Div 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 Mutual Fund Super Insti Daily Div 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: 7.2%. 5-year CAGR: 0.26%.

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