Should I invest in Taurus Nifty 50 Index Fund?

We don't give personal investment advice. Taurus Nifty 50 Index Fund - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.7%. 5-year CAGR: 8.49%.

Taurus

Taurus Nifty 50 Index Fund - Direct Plan - Growth

Latest NAV

₹47.3788

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	-0.33%	+0.27%	-0.61	326 / 353	Q4
1W	-2.08%	-0.97%	-1.11	271 / 353	Q4
2W	-1.00%	+0.26%	-1.26	325 / 353	Q4
1M	-2.85%	-0.26%	-2.59	331 / 351	Q4
3M	-4.47%	+0.41%	-4.88	287 / 341	Q4
6M	-10.08%	-1.84%	-8.24	305 / 332	Q4
YTD	-10.58%	-2.06%	-8.51	308 / 333	Q4
1Y	-4.48%	+1.97%	-6.45	271 / 306	Q4
2Y	+0.49%	+4.21%	-3.72	159 / 205	Q4
3Y	+8.05%	+11.24%	-3.19	80 / 168	Q2
4Y	+9.30%	+12.60%	-3.30	54 / 77	Q3
5Y	+8.49%	+10.98%	-2.49	31 / 38	Q4
7Y	+10.58%	+11.53%	-0.96	15 / 19	Q4
10Y	+11.76%	+12.00%	-0.23	10 / 14	Q3
Inception	+11.30%	+6.44%	+4.86	86 / 353	Q1

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	-10.58%	-2.11%	-8.47	306 / 331
2025	+10.61%	+6.05%	+4.56	53 / 260
2024	+9.19%	+14.12%	-4.93	109 / 180
2023	+19.26%	+21.09%	-1.83	76 / 130
2022	+5.46%	+1.94%	+3.52	11 / 51
2021	+24.77%	+26.80%	-2.03	15 / 25
2020	+17.08%	+15.71%	+1.37	2 / 22
2019	+10.49%	+11.04%	-0.55	14 / 17
2018	+6.62%	+4.02%	+2.60	4 / 15
2017	+28.24%	+29.36%	-1.13	7 / 14
2016	+3.28%	+3.41%	-0.13	7 / 14

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

+13.87%

152 windows

min -29.5% · max 72.9%

85% positive

3-Year rolling

+12.64%

127 windows

min -3.2% · max 26.9%

99% positive

5-Year rolling

+13.06%

103 windows

min -0.3% · max 21.6%

99% positive

7-Year rolling

+12.61%

79 windows

min 6.5% · max 15.8%

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

11.64%

3-year · annualised

Sharpe ratio

0.18

vs risk-free 6.5%

Sortino ratio

0.27

Downside-only deviation

Max drawdown

-15.56%

Sep 2024 → Mar 2025

% positive months

66.7%

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 Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.1208	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option	Nippon India	₹10.8401	3 Jun 2026
SBI BSE Sensex Index Fund - Direct Plan - Growth	SBI	₹12.2089	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹24.7112	3 Jun 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹9.7184	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - GROWTH	Bandhan	₹14.5944	3 Jun 2026
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹243.1960	3 Jun 2026
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹20.3201	3 Jun 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹199.2252	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - Growth	Mirae Asset	₹9.7181	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹47.3788
2 Jun 2026	₹47.5362
1 Jun 2026	₹47.3343
29 May 2026	₹47.6695
27 May 2026	₹48.3873
26 May 2026	₹48.4014
25 May 2026	₹48.6398
22 May 2026	₹47.9973
21 May 2026	₹47.8484
20 May 2026	₹47.8585

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 Nifty 50 Index Fund - Direct Plan - Growth is ₹47.3788. It's a Index Fund from Taurus, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Nifty 50 Index 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 Nifty 50 Index Fund - Direct Plan - Growth is managed by Taurus. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Nifty 50 Index Fund - Direct Plan - Growth has delivered a absolute return of -4.48% — -6.45 pp behind the Index Fund category average of 1.97%. The fund ranks #271 of 306 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Nifty 50 Index Fund - Direct Plan - Growth has delivered a CAGR of 8.05% — -3.19 pp behind the Index Fund category average of 11.24%. The fund ranks #80 of 168 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Taurus Nifty 50 Index Fund - Direct Plan - Growth has delivered a CAGR of 8.49% — -2.49 pp behind the Index Fund category average of 10.98%. The fund ranks #31 of 38 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus Nifty 50 Index Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹304,053 today — a multiplier of 3.04×, based on the 10-year CAGR of 11.76%. The category average over the same window would have grown ₹1 lakh to ₹310,471.

A ₹10,000 monthly SIP in Taurus Nifty 50 Index Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹695,898 today. That's an XIRR (money-weighted annualised return) of 5.86%.

A ₹10,000 monthly SIP for 10 years in Taurus Nifty 50 Index Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,089,811 (multiplier 1.74×). XIRR: 10.69%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Nifty 50 Index Fund - Direct Plan - Growth ranks #31 out of 38 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.98%; this fund delivered 8.49%.

The worst peak-to-trough decline Taurus Nifty 50 Index Fund - Direct Plan - Growth has experienced over the last 5-year window is 16.67% — its NAV fell from a high on 18 Oct 2021 to a low on 17 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 Nifty 50 Index Fund - Direct Plan - Growth averaged 13.06% (best 21.56%, worst -0.29%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2025, Taurus Nifty 50 Index Fund - Direct Plan - Growth returned 10.61% — beating the Index Fund category average of 6.05% by 4.56 pp. It ranked #53 of 260 in its category that year.

Taurus Nifty 50 Index Fund - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Taurus Nifty 50 Index Fund - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.7%. 5-year CAGR: 8.49%.

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