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OmniAsset › Mutual funds › Taurus Large Cap Fund

Taurus Large Cap Fund

Large Cap fund benchmarked to BSE 100 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV3 Sep 2026168.39
CategoryLarge Cap
PlanRegular · Growth
Launched7 May 2008
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 100 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.08%
AUM₹47.9 Cr
Growth of ₹10,000₹16,4063 Sep 2021 to 3 Sep 2026
₹16,483₹14,491₹12,500₹10,508₹8,517Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,406 (+10.4% a year) Taurus Large Cap Fund

Performance (trailing, annualised)

1Y annualised8.72%
3Y annualised13.77%
5Y annualised10.41%
10Y annualised9.86%

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 ₹1,28,12912.76%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,10,6328.73%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,01,41011.52%

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

Calendar years

Calendar 202117.96%
Calendar 20226.68%
Calendar 202321.80%
Calendar 202418.05%
Calendar 20255.29%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200711.23%
Rolling 1Y · median7.30%
Rolling 1Y · worst window-63.89%
Rolling 1Y · best window95.11%
Rolling 1Y · windows positive72%
Rolling 3Y · average898 windows since 9 Apr 20099.02%
Rolling 3Y · median9.40%
Rolling 3Y · worst window-13.17%
Rolling 3Y · best window24.93%
Rolling 3Y · windows positive89%
Rolling 5Y · average795 windows since 7 Apr 20118.73%
Rolling 5Y · median9.38%
Rolling 5Y · worst window-5.88%
Rolling 5Y · best window23.39%
Rolling 5Y · windows positive93%

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

Risk

Volatility (3Y)13.86%
Downside deviation (3Y)9.99%
Maximum drawdown-17.68%

Management

Fund managerMr Anuj Kapil, ) NA
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.

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