Should I invest in Taurus Nifty 50 Index Fund?

We don't give personal investment advice. Taurus Nifty 50 Index Fund - Regular 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: 16.8%. 5-year CAGR: 8.19%.

Taurus

Taurus Nifty 50 Index Fund - Regular Plan - Growth

Latest NAV

₹44.3764

As of

3 Jun 2026

3,931 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%	+0.28%	-0.61	271 / 291	Q4
1W	-2.09%	-0.98%	-1.11	218 / 291	Q3
2W	-1.01%	+0.23%	-1.24	264 / 291	Q4
1M	-2.87%	-0.27%	-2.60	272 / 289	Q4
3M	-4.53%	+0.47%	-5.00	242 / 281	Q4
6M	-10.21%	-1.88%	-8.33	251 / 273	Q4
YTD	-10.68%	-2.01%	-8.67	255 / 275	Q4
1Y	-4.74%	+1.49%	-6.23	222 / 254	Q4
2Y	+0.22%	+3.75%	-3.53	122 / 159	Q4
3Y	+7.78%	+10.70%	-2.93	57 / 126	Q2
4Y	+8.99%	+12.13%	-3.14	36 / 53	Q3
5Y	+8.19%	+11.33%	-3.14	22 / 25	Q4
7Y	+10.29%	+12.32%	-2.03	6 / 6	Q4
10Y	+11.27%	+11.55%	-0.28	2 / 2	Q4
Inception	+9.67%	+5.52%	+4.15	67 / 291	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	-10.68%	-2.06%	-8.62	253 / 273
2025	+10.28%	+5.14%	+5.14	39 / 211
2024	+8.98%	+13.66%	-4.68	80 / 136
2023	+18.82%	+20.09%	-1.27	50 / 94
2022	+5.14%	+1.07%	+4.07	7 / 31
2021	+24.53%	+28.77%	-4.25	8 / 12
2020	+16.92%	+15.26%	+1.66	1 / 9
2019	+10.17%	+6.70%	+3.48	2 / 4
2018	+6.09%	+2.25%	+3.84	1 / 3
2017	+26.18%	+27.29%	-1.11	2 / 2
2016	+2.62%	+3.16%	-0.54	2 / 2

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

+11.31%

183 windows

min -29.7% · max 72.6%

80% positive

3-Year rolling

+11.80%

158 windows

min -3.6% · max 26.6%

98% positive

5-Year rolling

+11.82%

134 windows

min -1.0% · max 21.3%

99% positive

7-Year rolling

+11.53%

110 windows

min 5.8% · max 15.2%

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

11.65%

3-year · annualised

Sharpe ratio

0.15

vs risk-free 6.5%

Sortino ratio

0.24

Downside-only deviation

Max drawdown

-15.68%

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 - Regular Plan - Growth Option	HDFC	₹14.8548	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund - Regular Plan-Growth Option	Nippon India	₹10.8060	3 Jun 2026
SBI BSE Sensex Index Fund - Regular Plan - Growth	SBI	₹12.1274	3 Jun 2026
Invesco India BSE Sensex Index Fund - Regular Plan - Growth	Invesco	₹9.7155	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - GROWTH	Bandhan	₹14.2895	3 Jun 2026
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹19.7909	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - Growth	Mirae Asset	₹9.6193	3 Jun 2026
Kotak BSE Sensex Index Fund - Regular - Growth	Kotak	₹9.8650	3 Jun 2026
Edelweiss Nifty 50 Index Fund Regular Plan Growth	Edelweiss	₹13.3272	3 Jun 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - Growth	DSP	₹11.9464	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹44.3764
2 Jun 2026	₹44.5242
1 Jun 2026	₹44.3354
29 May 2026	₹44.6503
27 May 2026	₹45.3233
26 May 2026	₹45.3369
25 May 2026	₹45.5606
22 May 2026	₹44.9597
21 May 2026	₹44.8206
20 May 2026	₹44.8304

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 - Regular Plan - Growth is ₹44.3764. It's a Index Fund from Taurus, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Nifty 50 Index Fund - Regular Plan - Growth has NAV history starting from 21 Jun 2010, a track record of about 15 years 11 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 Nifty 50 Index Fund - Regular 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 - Regular Plan - Growth has delivered a absolute return of -4.74% — -6.23 pp behind the Index Fund category average of 1.49%. The fund ranks #222 of 254 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Nifty 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 7.78% — -2.93 pp behind the Index Fund category average of 10.70%. The fund ranks #57 of 126 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Taurus Nifty 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 8.19% — -3.14 pp behind the Index Fund category average of 11.33%. The fund ranks #22 of 25 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus Nifty 50 Index Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹291,053 today — a multiplier of 2.91×, based on the 10-year CAGR of 11.27%. The category average over the same window would have grown ₹1 lakh to ₹298,423.

A ₹10,000 monthly SIP in Taurus Nifty 50 Index Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹690,605 today. That's an XIRR (money-weighted annualised return) of 5.56%.

A ₹10,000 monthly SIP for 10 years in Taurus Nifty 50 Index Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,051,421 (multiplier 1.71×). XIRR: 10.34%. 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 - Regular Plan - Growth ranks #22 out of 25 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 11.33%; this fund delivered 8.19%.

The worst peak-to-trough decline Taurus Nifty 50 Index Fund - Regular Plan - Growth has experienced over the last 5-year window is 16.83% — 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 - Regular Plan - Growth averaged 11.82% (best 21.27%, worst -1.00%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.17 — weak risk-adjusted performance.

In calendar year 2025, Taurus Nifty 50 Index Fund - Regular Plan - Growth returned 10.28% — beating the Index Fund category average of 5.14% by 5.14 pp. It ranked #39 of 211 in its category that year.

Taurus Nifty 50 Index Fund - Regular 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 - Regular 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: 16.8%. 5-year CAGR: 8.19%.

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