Should I invest in Taurus Nifty 50 Index Fund?

We don't give personal investment advice. Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 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 - Payout of Income Distribution cum Capital Withdrawal option

Latest NAV

₹28.2936

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%	+0.09%	-0.43	230 / 246	Q4
1W	-2.09%	-1.14%	-0.95	190 / 246	Q4
2W	-1.01%	+0.01%	-1.02	223 / 246	Q4
1M	-2.87%	-0.58%	-2.29	228 / 246	Q4
3M	-4.53%	+0.04%	-4.56	207 / 241	Q4
6M	-10.21%	-2.34%	-7.87	210 / 235	Q4
YTD	-10.68%	-2.52%	-8.16	214 / 238	Q4
1Y	-4.74%	+0.63%	-5.37	189 / 220	Q4
2Y	+0.23%	+2.75%	-2.52	107 / 149	Q3
3Y	+7.79%	+9.27%	-1.48	43 / 113	Q2
4Y	+8.99%	+10.80%	-1.81	25 / 45	Q3
5Y	+8.19%	+9.70%	-1.51	15 / 20	Q3
7Y	+10.29%	+9.72%	+0.57	3 / 5	Q3
10Y	+6.38%	+8.52%	-2.14	2 / 2	Q4
Inception	+6.62%	+5.47%	+1.15	126 / 246	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
2026 YTD	-10.68%	-2.50%	-8.18	213 / 236
2025	+10.32%	+4.47%	+5.85	27 / 185
2024	+8.97%	+12.46%	-3.48	62 / 122
2023	+18.82%	+19.34%	-0.53	41 / 86
2022	+5.12%	+1.97%	+3.15	7 / 25
2021	+24.53%	+29.23%	-4.70	7 / 11
2020	+16.92%	+14.29%	+2.64	3 / 10
2019	+10.17%	+8.54%	+1.64	2 / 3
2018	-32.37%	-10.57%	-21.80	3 / 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

+8.67%

183 windows

min -34.2% · max 72.6%

73% positive

3-Year rolling

+8.32%

158 windows

min -17.1% · max 26.6%

76% positive

5-Year rolling

+7.45%

134 windows

min -9.5% · max 21.3%

87% positive

7-Year rolling

+6.14%

110 windows

min -0.8% · max 13.9%

98% 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

0.16

vs risk-free 6.5%

Sortino ratio

0.24

Downside-only deviation

Max drawdown

-15.66%

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 NIFTY500 Multicap 50:25:25 index Fund - Regular Plan	HDFC	₹9.6252	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund -Regular Plan- IDCW Payout	Nippon India	₹10.8060	3 Jun 2026
SBI BSE Sensex Index Fund - Regular Plan - IDCW	SBI	₹12.1274	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - IDCW	Bandhan	₹14.2917	3 Jun 2026
Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal	₹24.9714	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - IDCW	Mirae Asset	₹9.6210	3 Jun 2026
Kotak BSE Sensex Index Fund - Regular - IDCW	Kotak	₹9.8650	3 Jun 2026
Edelweiss Nifty 50 Index Fund Regular Plan IDCW	Edelweiss	₹13.3270	3 Jun 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - IDCW	DSP	₹11.9464	3 Jun 2026
HSBC NIFTY 50 INDEX FUND - Regular IDCW	HSBC	₹27.0728	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.2936
2 Jun 2026	₹28.3878
1 Jun 2026	₹28.2674
29 May 2026	₹28.4683
27 May 2026	₹28.8973
26 May 2026	₹28.9060
25 May 2026	₹29.0486
22 May 2026	₹28.6655
21 May 2026	₹28.5768
20 May 2026	₹28.5831

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 - Payout of Income Distribution cum Capital Withdrawal option is ₹28.2936. It's a Index Fund from Taurus, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 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 - Payout of Income Distribution cum Capital Withdrawal option 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 - Payout of Income Distribution cum Capital Withdrawal option has delivered a absolute return of -4.74% — -5.37 pp behind the Index Fund category average of 0.63%. The fund ranks #189 of 220 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option has delivered a CAGR of 7.79% — -1.48 pp behind the Index Fund category average of 9.27%. The fund ranks #43 of 113 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option has delivered a CAGR of 8.19% — -1.51 pp behind the Index Fund category average of 9.70%. The fund ranks #15 of 20 in its category — the third (Q3) quartile.

₹1 lakh invested in Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option exactly 10 years ago would be worth approximately ₹185,569 today — a multiplier of 1.86×, based on the 10-year CAGR of 6.38%. The category average over the same window would have grown ₹1 lakh to ₹226,559.

A ₹10,000 monthly SIP in Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option over the last 5 years — total invested ₹600,000 — would be worth ₹690,720 today. That's an XIRR (money-weighted annualised return) of 5.57%.

A ₹10,000 monthly SIP for 10 years in Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option = ₹1,200,000 invested. It would currently be worth ₹1,844,605 (multiplier 1.54×). XIRR: 8.33%. 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 - Payout of Income Distribution cum Capital Withdrawal option ranks #15 out of 20 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 9.70%; this fund delivered 8.19%.

The worst peak-to-trough decline Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 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 - Payout of Income Distribution cum Capital Withdrawal option averaged 7.45% (best 21.27%, worst -9.52%). 87% 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 - Payout of Income Distribution cum Capital Withdrawal option returned 10.32% — beating the Index Fund category average of 4.47% by 5.85 pp. It ranked #27 of 185 in its category that year.

Taurus Nifty 50 Index Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 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 - Payout of Income Distribution cum Capital Withdrawal option 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.