OmniAsset
Get app

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 202673.77
CategoryLarge Cap
PlanRegular · Idcw
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₹1.02 Cr
Growth of ₹10,000₹16,4043 Sep 2021 to 3 Sep 2026
₹16,480₹14,489₹12,498₹10,507₹8,517Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,404 (+10.4% a year) Taurus Large Cap Fund

Performance (trailing, annualised)

1Y annualised8.73%
3Y annualised13.77%
5Y annualised10.41%
10Y annualised1.16%

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 ₹1,28,13512.77%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,10,6568.73%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,01,42411.52%

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

Calendar years

Calendar 202117.99%
Calendar 20226.65%
Calendar 202321.83%
Calendar 202418.04%
Calendar 20255.30%

Rolling returns

Rolling 1Y · average894 windows since 11 May 20098.23%
Rolling 1Y · median5.01%
Rolling 1Y · worst window-54.03%
Rolling 1Y · best window96.08%
Rolling 1Y · windows positive65%
Rolling 3Y · average791 windows since 9 May 20115.04%
Rolling 3Y · median10.42%
Rolling 3Y · worst window-28.60%
Rolling 3Y · best window24.87%
Rolling 3Y · windows positive72%
Rolling 5Y · average687 windows since 9 May 20133.71%
Rolling 5Y · median6.32%
Rolling 5Y · worst window-18.34%
Rolling 5Y · best window23.39%
Rolling 5Y · windows positive63%

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.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker