MonitorPlan n/a · GrowthWatch before adding
Taurus Unclaimed & Redemption Liability (Less than 3 yrs) - Growth
Taurus Mutual FundMoney Market10.3 years
- NAV
- 17.7701
- 9 Oct 2026
- 1Y
- +3.7%
- Trailing CAGR
- AUM
- ₹2.19 Cr
- 30 Sept 2016
- Volatility
- Low
- 0.3% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 9 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer Taurus Investor Education Pool (Greater than 3 yrs) if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
10.3 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -0.1%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+3.7%
- 3Y+4.9%
- 5Y+4.7%
- 10Y+4.8%
- SI+4.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.1%
- 3Y+4.3%
- 5Y+4.7%
- 10Y+4.6%
- Since inception
- +4.8%
- Calendar-day CAGR
- Excess 1Y
- +3.7%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- SIP 3Y XIRR
- +4.3%
- Simulated monthly SIP
- Worst rolling 3Y
- +3.2%
- 1782 daily-ending windows
- Median rolling 3Y
- +4.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1288 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -0.1%
- Worst peak-to-trough
- Current
- 0.0%
- At peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +3%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 29 recovered episodes
- Longest recovery
- 14 days
- Trough to prior peak
29 Nov 2021 – 7 Dec 2021
Trough 30 Nov 2021 · recovered in 7 days
-0.1%
30 May 2022 – 6 Jun 2022
Trough 31 May 2022 · recovered in 6 days
-0.1%
30 May 2023 – 5 Jun 2023
Trough 31 May 2023 · recovered in 5 days
-0.1%
29 Dec 2022 – 3 Jan 2023
Trough 30 Dec 2022 · recovered in 4 days
-0.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
73
Consistency
100
Risk-adjusted
0
Drawdown
100
Mean
75
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Peak-to-trough drawdown has stayed shallower than 15%.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.