MonitorDirect · Growth
Taurus Large Cap Fund
Taurus Mutual FundEquity Scheme - Large Cap Fund13.7 years
The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.
- NAV
- 174.86
- 16 Sept 2026
- 1Y
- +6.6%
- Trailing CAGR
- AUM
- ₹56.48 Cr
- 31 Aug 2026
- Volatility
- High
- 16.0% 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+12.3%
- 5Y+10.3%
- 10Y+10.0%
- SI+10.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.9%
- 3Y+8.3%
- 5Y+11.3%
- 10Y+11.6%
- Since inception
- +10.6%
- Calendar-day CAGR
- Excess 1Y
- +8.5%
- Category median, same plan and option
- 3Y win rate
- +9%
- Windows beating the median
- 3Y percentile
- 85
- Vs comparable share classes
- Worst rolling 3Y
- -8.2%
- 2641 daily-ending windows
- Median rolling 3Y
- +12.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +8.3%
- 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
- 25 days
- 109 recovered episodes
- Longest recovery
- 518 days
- Trough to prior peak
- Current spell
- 16 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
16 Jan 2020 – 11 Nov 2020
Trough 23 Mar 2020 · recovered in 233 days
-35.1%
21 Jan 2013 – 2 Apr 2014
Trough 28 Aug 2013 · recovered in 217 days
-22.9%
7 Aug 2015 – 30 Aug 2016
Trough 25 Feb 2016 · recovered in 187 days
-21.9%
18 Oct 2021 – 17 Aug 2022
Trough 20 Jun 2022 · recovered in 58 days
-19.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
85
Vs category
100
Consistency
17
Risk-adjusted
45
Drawdown
12
Mean
52
Portfolio
31 Aug 2026 · 39 holdings · top 10 are 53.4%.
- Top 5
- 33.3%
- Top 10
- 53.4%
- Largest holding
- 8.9%
- Effective holdings
- 24.2
Divi's Laboratories Ltd
Healthcare
8.9%
HDFC Bank Ltd
Financial
7.1%
ITC Ltd
Consumer Staples
6.5%
ICICI Bank Ltd
Financial
6.4%
Megasoft Ltd
Technology
5.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- +1.3%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
BANK OF INDIA LARGE CAP FUND
Bank of India Mutual Fund
- 1Y
- +2.7%
- 3Y
- +11.7%
- Vol
- 14.6%
- Max DD
- -22.6%
- Sharpe
- 0.46
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
ITI Large Cap Fund
ITI Mutual Fund
- 1Y
- +0.2%
- 3Y
- +10.0%
- Vol
- 14.8%
- Max DD
- -20.8%
- Sharpe
- 0.50
- 3Y win
- +38%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
UTI - Large Cap Fund
UTI Mutual Fund
- 1Y
- -4.7%
- 3Y
- +6.9%
- Vol
- 15.0%
- Max DD
- -34.7%
- Sharpe
- 0.52
- 3Y win
- +36%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns