OmniAssetMutual funds › Taurus Flexi Cap Fund

Taurus Flexi Cap Fund

Flexi Cap fund benchmarked to BSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV3 Sep 2026116.35
CategoryFlexi Cap
PlanRegular · Idcw
Launched29 Jan 1994
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.09%
AUM₹6.12 Cr
Growth of ₹10,000₹16,2453 Sep 2021 to 3 Sep 2026
₹16,463₹14,501₹12,539₹10,577₹8,615Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,245 (+10.2% a year) Taurus Flexi Cap Fund
Growth of ₹10,000 — every plotted observation
PointTaurus Flexi Cap Fund
3 Sep 2021₹10,000
6 Sep 2021₹10,029
13 Sep 2021₹10,075
20 Sep 2021₹9,987
27 Sep 2021₹10,188
4 Oct 2021₹10,152
11 Oct 2021₹10,366
18 Oct 2021₹10,633
25 Oct 2021₹10,323
1 Nov 2021₹10,325
8 Nov 2021₹10,491
15 Nov 2021₹10,522
22 Nov 2021₹10,067
29 Nov 2021₹9,765
6 Dec 2021₹9,731
13 Dec 2021₹10,063
20 Dec 2021₹9,499
27 Dec 2021₹9,747
3 Jan 2022₹10,036
10 Jan 2022₹10,249
17 Jan 2022₹10,540
24 Jan 2022₹9,810
31 Jan 2022₹10,073
7 Feb 2022₹10,101
14 Feb 2022₹9,696
21 Feb 2022₹9,788
28 Feb 2022₹9,645
7 Mar 2022₹9,226
14 Mar 2022₹9,770
21 Mar 2022₹9,982
28 Mar 2022₹10,043
4 Apr 2022₹10,518
11 Apr 2022₹10,543
18 Apr 2022₹10,262
25 Apr 2022₹10,106
2 May 2022₹10,207
9 May 2022₹9,620
16 May 2022₹9,373
23 May 2022₹9,542
30 May 2022₹9,602
6 Jun 2022₹9,591
13 Jun 2022₹9,105
20 Jun 2022₹8,615
27 Jun 2022₹8,981
4 Jul 2022₹9,073
11 Jul 2022₹9,448
18 Jul 2022₹9,566
25 Jul 2022₹9,778
1 Aug 2022₹10,074
8 Aug 2022₹10,105
16 Aug 2022₹10,317
22 Aug 2022₹10,159
29 Aug 2022₹10,288
5 Sep 2022₹10,553
12 Sep 2022₹10,821
19 Sep 2022₹10,683
26 Sep 2022₹10,180
3 Oct 2022₹10,081
10 Oct 2022₹10,321
17 Oct 2022₹10,168
25 Oct 2022₹10,173
31 Oct 2022₹10,307
7 Nov 2022₹10,494
14 Nov 2022₹10,472
21 Nov 2022₹10,324
28 Nov 2022₹10,535
5 Dec 2022₹10,813
12 Dec 2022₹10,679
19 Dec 2022₹10,623
26 Dec 2022₹10,156
2 Jan 2023₹10,443
9 Jan 2023₹10,485
16 Jan 2023₹10,330
23 Jan 2023₹10,353
30 Jan 2023₹9,887
6 Feb 2023₹9,948
13 Feb 2023₹9,891
20 Feb 2023₹9,908
27 Feb 2023₹9,504
6 Mar 2023₹9,916
13 Mar 2023₹9,687
20 Mar 2023₹9,542
27 Mar 2023₹9,363
3 Apr 2023₹9,682
10 Apr 2023₹9,926
17 Apr 2023₹10,138
24 Apr 2023₹10,043
2 May 2023₹10,218
8 May 2023₹10,302
15 May 2023₹10,394
22 May 2023₹10,434
29 May 2023₹10,512
5 Jun 2023₹10,565
12 Jun 2023₹10,529
19 Jun 2023₹10,559
26 Jun 2023₹10,532
3 Jul 2023₹10,776
10 Jul 2023₹10,776
17 Jul 2023₹11,033
24 Jul 2023₹11,104
31 Jul 2023₹11,223
7 Aug 2023₹11,241
14 Aug 2023₹11,194
21 Aug 2023₹11,272
28 Aug 2023₹11,361
4 Sep 2023₹11,762
11 Sep 2023₹12,050
18 Sep 2023₹12,052
25 Sep 2023₹11,865
3 Oct 2023₹11,849
9 Oct 2023₹11,687
16 Oct 2023₹11,924
23 Oct 2023₹11,495
30 Oct 2023₹11,469
6 Nov 2023₹11,687
13 Nov 2023₹11,884
20 Nov 2023₹12,033
28 Nov 2023₹12,106
4 Dec 2023₹12,593
11 Dec 2023₹12,766
18 Dec 2023₹13,047
26 Dec 2023₹12,980
2 Jan 2024₹13,197
8 Jan 2024₹13,221
15 Jan 2024₹13,535
23 Jan 2024₹13,129
29 Jan 2024₹13,446
5 Feb 2024₹13,795
12 Feb 2024₹13,667
19 Feb 2024₹14,021
26 Feb 2024₹14,070
4 Mar 2024₹14,154
11 Mar 2024₹14,032
18 Mar 2024₹13,665
26 Mar 2024₹13,668
1 Apr 2024₹13,997
8 Apr 2024₹14,259
15 Apr 2024₹13,965
22 Apr 2024₹13,981
29 Apr 2024₹14,377
6 May 2024₹14,369
13 May 2024₹14,078
21 May 2024₹14,715
27 May 2024₹14,922
3 Jun 2024₹15,091
10 Jun 2024₹15,028
18 Jun 2024₹15,384
24 Jun 2024₹15,377
1 Jul 2024₹15,620
8 Jul 2024₹15,856
15 Jul 2024₹15,997
22 Jul 2024₹15,942
29 Jul 2024₹16,286
5 Aug 2024₹15,641
12 Aug 2024₹15,884
19 Aug 2024₹15,975
26 Aug 2024₹16,177
2 Sep 2024₹16,275
9 Sep 2024₹15,952
16 Sep 2024₹16,319
23 Sep 2024₹16,463
30 Sep 2024₹16,459
7 Oct 2024₹15,725
14 Oct 2024₹16,184
21 Oct 2024₹15,878
28 Oct 2024₹15,422
4 Nov 2024₹15,349
11 Nov 2024₹15,475
18 Nov 2024₹15,003
25 Nov 2024₹15,504
2 Dec 2024₹15,697
9 Dec 2024₹15,975
16 Dec 2024₹16,044
23 Dec 2024₹15,433
30 Dec 2024₹15,427
6 Jan 2025₹15,362
13 Jan 2025₹14,705
20 Jan 2025₹14,954
27 Jan 2025₹14,321
3 Feb 2025₹14,581
10 Feb 2025₹14,623
17 Feb 2025₹14,155
24 Feb 2025₹13,921
3 Mar 2025₹13,505
10 Mar 2025₹13,714
17 Mar 2025₹13,722
24 Mar 2025₹14,485
31 Mar 2025₹14,238
7 Apr 2025₹13,488
15 Apr 2025₹14,169
21 Apr 2025₹14,676
28 Apr 2025₹14,683
5 May 2025₹14,683
12 May 2025₹14,823
19 May 2025₹15,103
26 May 2025₹15,175
2 Jun 2025₹15,154
9 Jun 2025₹15,468
16 Jun 2025₹15,218
23 Jun 2025₹15,176
30 Jun 2025₹15,476
7 Jul 2025₹15,450
14 Jul 2025₹15,349
21 Jul 2025₹15,392
28 Jul 2025₹15,036
4 Aug 2025₹14,985
11 Aug 2025₹14,951
18 Aug 2025₹15,080
25 Aug 2025₹15,135
1 Sep 2025₹14,909
8 Sep 2025₹15,159
15 Sep 2025₹15,314
22 Sep 2025₹15,394
30 Sep 2025₹14,934
6 Oct 2025₹15,172
13 Oct 2025₹15,285
20 Oct 2025₹15,490
27 Oct 2025₹15,623
3 Nov 2025₹15,545
10 Nov 2025₹15,395
17 Nov 2025₹15,705
24 Nov 2025₹15,469
1 Dec 2025₹15,497
8 Dec 2025₹15,197
15 Dec 2025₹15,283
22 Dec 2025₹15,316
29 Dec 2025₹15,155
5 Jan 2026₹15,278
12 Jan 2026₹14,934
19 Jan 2026₹14,812
27 Jan 2026₹14,421
2 Feb 2026₹14,432
9 Feb 2026₹15,068
16 Feb 2026₹15,021
23 Feb 2026₹15,131
2 Mar 2026₹14,686
9 Mar 2026₹14,192
16 Mar 2026₹14,011
23 Mar 2026₹13,445
30 Mar 2026₹13,161
6 Apr 2026₹13,774
13 Apr 2026₹14,416
20 Apr 2026₹14,800
27 Apr 2026₹14,877
4 May 2026₹14,909
11 May 2026₹14,962
18 May 2026₹14,612
25 May 2026₹15,105
1 Jun 2026₹14,658
8 Jun 2026₹14,532
15 Jun 2026₹14,892
22 Jun 2026₹15,182
29 Jun 2026₹15,054
6 Jul 2026₹15,424
13 Jul 2026₹15,489
20 Jul 2026₹15,776
27 Jul 2026₹15,751
3 Aug 2026₹16,220
10 Aug 2026₹16,215
17 Aug 2026₹15,977
24 Aug 2026₹16,145
31 Aug 2026₹16,370
3 Sep 2026₹16,245

Performance (trailing, annualised)

1Y annualised8.25%
3Y annualised11.82%
5Y annualised10.19%
10Y annualised5.57%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,29,73415.33%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,02,8437.44%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,87,45610.81%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202122.09%
Calendar 20224.79%
Calendar 202326.88%
Calendar 202417.34%
Calendar 2025-1.27%

Rolling returns

Rolling 1Y · average860 windows since 6 Jan 20109.02%
Rolling 1Y · median5.14%
Rolling 1Y · worst window-40.51%
Rolling 1Y · best window82.26%
Rolling 1Y · windows positive62%
Rolling 3Y · average757 windows since 4 Jan 20127.73%
Rolling 3Y · median9.41%
Rolling 3Y · worst window-19.99%
Rolling 3Y · best window23.52%
Rolling 3Y · windows positive78%
Rolling 5Y · average653 windows since 6 Jan 20147.23%
Rolling 5Y · median8.72%
Rolling 5Y · worst window-11.41%
Rolling 5Y · best window24.19%
Rolling 5Y · windows positive82%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.88%
Downside deviation (3Y)10.89%
Maximum drawdown-20.97%

Management

Fund managerMr. Anuj Kapil
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker