Taurus
Taurus Star Share
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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 | -0.04% | +0.05% | -0.09 | 61 / 75 | Q4 |
| 1W | -1.85% | -0.62% | -1.22 | 59 / 74 | Q4 |
| 2W | +0.25% | -0.08% | +0.33 | 25 / 73 | Q2 |
| 1M | -0.97% | +0.11% | -1.08 | 47 / 72 | Q3 |
| 3M | +2.43% | +3.35% | -0.92 | 30 / 71 | Q2 |
| 6M | -3.77% | +5.50% | -9.27 | 46 / 71 | Q3 |
| YTD | -2.79% | +2.11% | -4.90 | 42 / 71 | Q3 |
| 1Y | -2.13% | +14.43% | -16.56 | 51 / 65 | Q4 |
| 2Y | -1.08% | +8.46% | -9.55 | 53 / 61 | Q4 |
| 3Y | +11.80% | +11.40% | +0.40 | 26 / 55 | Q2 |
| 4Y | +11.40% | +10.74% | +0.65 | 15 / 35 | Q2 |
| 5Y | +9.98% | +10.52% | -0.53 | 18 / 33 | Q3 |
| 7Y | +9.51% | +11.08% | -1.57 | 18 / 28 | Q3 |
| 10Y | +9.56% | +10.41% | -0.86 | 16 / 28 | Q3 |
| Inception | +9.45% | +8.97% | +0.48 | 37 / 75 | 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 | -2.79% | -5.78% | +2.99 | 4 / 27 |
| 2025 | -1.89% | +2.13% | -4.03 | 22 / 27 |
| 2024 | +17.07% | +17.60% | -0.53 | 12 / 27 |
| 2023 | +26.10% | +25.30% | +0.80 | 12 / 27 |
| 2022 | +4.79% | +0.84% | +3.95 | 11 / 32 |
| 2021 | +21.56% | +25.14% | -3.58 | 32 / 46 |
| 2020 | +6.50% | +13.07% | -6.57 | 39 / 50 |
| 2019 | +3.81% | +4.14% | -0.33 | 33 / 61 |
| 2018 | -7.95% | -7.56% | -0.39 | 21 / 36 |
| 2017 | +31.56% | +31.98% | -0.41 | 20 / 36 |
| 2016 | -0.17% | +1.09% | -1.26 | 20 / 38 |
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.
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 | 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.
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 Flexi Cap Fund
| Scheme | NAV |
|---|---|
| HDFC Equity Fund - Dividend Option | ₹69.5210 |
| SBI Magnum Multicap Fund - Dividend Option | ₹46.7401 |
| ICICI Prudential Flexicap Fund - Growth | ₹18.7300 |
| Franklin India Prima Plus-Dividend | ₹59.4625 |
| Kotak Flexicap Fund - Growth | ₹82.5560 |
| HSBC India Opportunities Fund - Dividend | ₹41.1496 |
| Canara Robeco Equity Diversified-Growth | ₹324.7600 |
| UTI - Equity Fund-Growth Option | ₹293.6969 |
| Birla Sun Life Equity Fund-Plan A(Dividend) | ₹158.0200 |
| Escorts Power & Energy Fund - Dividend Option | ₹75.7334 |
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹217.9100 |
| 2 Jun 2026 | ₹218.0000 |
| 1 Jun 2026 | ₹216.3200 |
| 29 May 2026 | ₹219.1100 |
| 27 May 2026 | ₹222.0100 |
| 26 May 2026 | ₹223.1400 |
| 25 May 2026 | ₹222.9200 |
| 22 May 2026 | ₹219.1000 |
| 21 May 2026 | ₹218.2700 |
| 20 May 2026 | ₹217.3600 |
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.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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