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: 8.93%.

Taurus

Taurus Nifty 50 Index Fund - Regular Plan - Growth

Latest NAV

₹46.2471

As of

17 Jul 2026

3,962 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	+1.09%	+0.18%	+0.91	46 / 291	Q1
1W	+0.53%	-0.08%	+0.61	48 / 291	Q1
2W	+0.28%	+0.22%	+0.06	84 / 291	Q2
1M	+1.27%	+0.71%	+0.56	84 / 291	Q2
3M	+0.23%	+2.09%	-1.86	245 / 288	Q4
6M	-5.30%	+1.30%	-6.60	256 / 276	Q4
YTD	-6.92%	+0.50%	-7.42	256 / 275	Q4
1Y	-3.12%	+2.18%	-5.30	226 / 261	Q4
2Y	-0.49%	+2.95%	-3.44	124 / 167	Q3
3Y	+7.13%	+10.34%	-3.20	98 / 130	Q4
4Y	+10.39%	+12.76%	-2.38	40 / 58	Q3
5Y	+8.93%	+11.48%	-2.55	22 / 25	Q4
7Y	+11.67%	+13.65%	-1.98	6 / 6	Q4
10Y	+11.26%	+11.54%	-0.27	2 / 2	Q4
Inception	+9.88%	+6.61%	+3.26	75 / 291	Q2

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	-6.92%	+0.47%	-7.38	254 / 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

+11.43%

184 windows

min -26.3% · max 65.0%

80% positive

3-Year rolling

+12.00%

160 windows

min -1.4% · max 29.4%

96% positive

5-Year rolling

+11.89%

136 windows

min 0.7% · max 23.4%

100% positive

7-Year rolling

+11.61%

111 windows

min 5.6% · max 15.5%

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

11.14%

3-year · annualised

Sharpe ratio

0.10

vs risk-free 6.5%

Sortino ratio

0.16

Downside-only deviation

Max drawdown

-15.68%

Sep 2024 → Mar 2025

% positive months

55.6%

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	₹15.4717	17 Jul 2026
Nippon India BSE Sensex Next 30 Index Fund - Regular Plan-Growth Option	Nippon India	₹10.8037	17 Jul 2026
SBI BSE Sensex Index Fund - Regular Plan - Growth	SBI	₹12.7899	17 Jul 2026
Invesco India BSE Sensex Index Fund - Regular Plan - Growth	Invesco	₹10.2392	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - GROWTH	Bandhan	₹14.8671	17 Jul 2026
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹20.6459	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - Growth	Mirae Asset	₹10.0288	17 Jul 2026
Kotak BSE Sensex Index Fund - Regular - Growth	Kotak	₹10.4040	17 Jul 2026
Edelweiss Nifty 50 Index Fund Regular Plan Growth	Edelweiss	₹13.9068	17 Jul 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - Growth	DSP	₹11.9488	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹46.2471
16 Jul 2026	₹45.7492
15 Jul 2026	₹45.7613
14 Jul 2026	₹45.7089
13 Jul 2026	₹46.0069
10 Jul 2026	₹46.0044
9 Jul 2026	₹45.5418
8 Jul 2026	₹45.3887
7 Jul 2026	₹46.3569
6 Jul 2026	₹46.4129

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 Nifty 50 Index Fund - Regular Plan - Growth is ₹46.2471. 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 16 years. 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 -3.12% — -5.3 pp behind the Index Fund category average of 2.18%. The fund ranks #226 of 261 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 7.13% — -3.2 pp behind the Index Fund category average of 10.34%. The fund ranks #98 of 130 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Taurus Nifty 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 8.93% — -2.55 pp behind the Index Fund category average of 11.48%. 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 ₹290,758 today — a multiplier of 2.91×, based on the 10-year CAGR of 11.26%. The category average over the same window would have grown ₹1 lakh to ₹297,958.

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 ₹711,942 today. That's an XIRR (money-weighted annualised return) of 6.78%.

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 ₹2,109,635 (multiplier 1.76×). XIRR: 10.87%. 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 11.48%; this fund delivered 8.93%.

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 11.89% (best 23.37%, worst 0.74%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.21 — 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: 8.93%.

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