Should I invest in Taurus Short Term Bond Fund - Retail Weekly Div?

We don't give personal investment advice. Taurus Short Term Bond Fund - Retail Weekly 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: 12.0%. 5-year CAGR: -0.50%.

Taurus

Taurus Short Term Bond Fund - Retail Weekly Div

Unit split applied to historical metrics

This scheme had a 100× unit consolidation on 22 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	+0.00%	-7.11%	+7.11	154 / 732	Q1
1W	+0.10%	-12.64%	+12.74	149 / 699	Q1
2W	+0.20%	-12.71%	+12.92	156 / 712	Q1
1M	+0.41%	-12.43%	+12.84	193 / 754	Q2
3M	+1.27%	-11.47%	+12.75	254 / 740	Q2
6M	+2.57%	-9.57%	+12.14	318 / 680	Q2
YTD	+1.69%	-9.94%	+11.64	267 / 704	Q2
1Y	+9.34%	-7.10%	+16.45	150 / 627	Q1
2Y	-1.29%	-7.27%	+5.98	123 / 143	Q4
3Y	-0.84%	-2.77%	+1.93	77 / 83	Q4
4Y	-0.63%	+0.17%	-0.81	68 / 70	Q4
5Y	-0.50%	+0.12%	-0.62	64 / 66	Q4
7Y	-0.37%	-0.98%	+0.61	50 / 52	Q4
10Y	—	—	—	—	—
Inception	-0.25%	-6.12%	+5.86	664 / 770	Q4

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
2018 YTD	+1.69%	+2.63%	-0.94	8 / 19
2017	-4.18%	+1.62%	-5.81	26 / 26
2016	+0.00%	+3.57%	-3.57	29 / 41
2015	-0.08%	-1.44%	+1.36	43 / 56
2014	+0.01%	+4.04%	-4.03	28 / 46
2013	-0.03%	+2.99%	-3.02	43 / 51
2012	+0.05%	+3.57%	-3.52	30 / 54
2011	+0.00%	+2.03%	-2.03	53 / 66
2010	+0.02%	-4.87%	+4.88	90 / 143
2009	+0.02%	-9.70%	+9.71	300 / 552
2008	—	—	—	—

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

-0.57%

103 windows

min -11.6% · max 9.3%

64% positive

3-Year rolling

-0.41%

79 windows

min -4.0% · max 0.1%

58% positive

5-Year rolling

-0.36%

54 windows

min -2.4% · max 0.1%

61% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

-0.47%

30 windows

min -1.7% · max 0.0%

50% 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

7.26%

3-year · annualised

Sharpe ratio

-0.98

vs risk-free 6.5%

Sortino ratio

-1.05

Downside-only deviation

Max drawdown

-11.88%

Mar 2016 → Feb 2017

% positive months

72.2%

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
2 May 2018	₹976.9488
27 Apr 2018	₹976.2963
26 Apr 2018	₹976.0662
25 Apr 2018	₹975.9282
24 Apr 2018	₹975.7902
23 Apr 2018	₹975.6516
20 Apr 2018	₹975.2293
19 Apr 2018	₹975.0877
18 Apr 2018	₹974.9509
17 Apr 2018	₹974.8147

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 Short Term Bond Fund - Retail Weekly Div is a Income from Taurus (Retail 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 Short Term Bond Fund - Retail Weekly Div has NAV history starting from 02 Dec 2008, a track record of about 17 years 6 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 Short Term Bond Fund - Retail Weekly Div is managed by Taurus. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Short Term Bond Fund - Retail Weekly Div has delivered a absolute return of 9.34% — +16.45 pp ahead of the Income category average of -7.10%. The fund ranks #150 of 627 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Taurus Short Term Bond Fund - Retail Weekly Div has delivered a CAGR of -0.84% — +1.93 pp ahead of the Income category average of -2.77%. The fund ranks #77 of 83 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Taurus Short Term Bond Fund - Retail Weekly Div has delivered a CAGR of -0.50% — -0.62 pp behind the Income category average of 0.12%. The fund ranks #64 of 66 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus Short Term Bond Fund - Retail Weekly Div exactly 5 years ago would be worth approximately ₹97,512 today — a multiplier of 0.98×, based on the 5-year CAGR of -0.50%. The category average over the same window would have grown ₹1 lakh to ₹100,600.

A ₹10,000 monthly SIP in Taurus Short Term Bond Fund - Retail Weekly Div over the last 5 years — total invested ₹600,000 — would be worth ₹594,767 today. That's an XIRR (money-weighted annualised return) of -0.34%.

Taurus Short Term Bond Fund - Retail Weekly Div doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹828,692 — XIRR -0.38%.

On a 5-year basis, Taurus Short Term Bond Fund - Retail Weekly Div ranks #64 out of 66 funds in the Income category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.12%; this fund delivered -0.50%.

The worst peak-to-trough decline Taurus Short Term Bond Fund - Retail Weekly Div has experienced over the last 5-year window is 12.03% — its NAV fell from a high on 05 Sep 2013 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 Short Term Bond Fund - Retail Weekly Div averaged -0.36% (best 0.06%, worst -2.41%). 61% of rolling windows ended positive. The 5-year Sharpe ratio is -1.22 — negative risk-adjusted performance.

In calendar year 2017, Taurus Short Term Bond Fund - Retail Weekly Div returned -4.18% — lagging the Income category average of 1.62% by 5.81 pp. It ranked #26 of 26 in its category that year.

Taurus Short Term Bond Fund - Retail Weekly 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 Short Term Bond Fund - Retail Weekly 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: 12.0%. 5-year CAGR: -0.50%.

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