ReviewDirect · Growth
Taurus Flexi Cap Fund
Taurus Mutual FundEquity Scheme - Flexi Cap Fund13.7 years
The scheme aims to provide long term capital appreciation as well as distribute income by way of dividends, through investment in equity, debt and money market instruments.
- NAV
- 246.90
- 16 Sept 2026
- 1Y
- +6.6%
- Trailing CAGR
- AUM
- ₹382.21 Cr
- 31 Aug 2026
- Volatility
- High
- 16.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.6%
- 3Y+10.6%
- 5Y+10.1%
- 10Y+9.6%
- SI+10.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+14.9%
- 3Y+7.5%
- 5Y+10.8%
- 10Y+11.0%
- Since inception
- +10.4%
- Calendar-day CAGR
- Excess 1Y
- +4.3%
- Category median, same plan and option
- 3Y win rate
- +3%
- Windows beating the median
- 3Y percentile
- 42
- Vs comparable share classes
- Worst rolling 3Y
- -10.5%
- 2641 daily-ending windows
- Median rolling 3Y
- +11.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +98%
- 2146 daily-ending windows
- SIP 3Y XIRR
- +7.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 112 recovered episodes
- Longest recovery
- 287 days
- Trough to prior peak
- Current spell
- 715 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
23 Jan 2018 – 4 Jan 2021
Trough 23 Mar 2020 · recovered in 287 days
-41.0%
5 Aug 2015 – 6 Sept 2016
Trough 25 Feb 2016 · recovered in 194 days
-24.5%
26 Sept 2024 – open
Trough 31 Mar 2026 · not recovered
-20.9%
21 Jan 2013 – 9 Dec 2013
Trough 28 Aug 2013 · recovered in 103 days
-20.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
42
Vs category
77
Consistency
8
Risk-adjusted
44
Drawdown
0
Mean
34
Portfolio
31 Aug 2026 · 43 holdings · top 10 are 49.1%.
- Top 5
- 30.6%
- Top 10
- 49.1%
- Largest holding
- 7.3%
- Effective holdings
- 27.1
HDFC Bank Ltd
Financial
7.3%
Megasoft Ltd
Technology
7.0%
Divi's Laboratories Ltd
Healthcare
5.9%
ITC Ltd
Consumer Staples
5.8%
Advit Jewels Ltd.
Consumer Discretionary
4.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bajaj Finserv Flexi Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +3.9%
- 3Y
- +16.2%
- Vol
- 13.1%
- Max DD
- -17.5%
- Sharpe
- 0.83
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ITI Flexi Cap Fund
ITI Mutual Fund
- 1Y
- +14.1%
- 3Y
- +18.2%
- Vol
- 15.4%
- Max DD
- -21.4%
- Sharpe
- 1.17
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Parag Parikh Flexi Cap Fund
PPFAS Mutual Fund
- 1Y
- -4.7%
- 3Y
- +11.9%
- Vol
- 11.9%
- Max DD
- -31.2%
- Sharpe
- 1.03
- 3Y win
- +88%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Baroda BNP Paribas Flexi Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +11.1%
- Vol
- 14.0%
- Max DD
- -20.4%
- Sharpe
- 0.60
- 3Y win
- +96%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANK OF INDIA FLEXI CAP FUND
Bank of India Mutual Fund
- 1Y
- +13.3%
- 3Y
- +18.7%
- Vol
- 16.6%
- Max DD
- -23.7%
- Sharpe
- 1.20
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility