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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 202678.65
CategoryLarge Cap
PlanDirect · 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 document1.88%
AUM₹0.19 Cr
Growth of ₹10,000₹16,5093 Sep 2021 to 3 Sep 2026
₹16,587₹14,570₹12,554₹10,538₹8,522Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,509 (+10.5% a year) Taurus Large Cap Fund

Performance (trailing, annualised)

1Y annualised8.94%
3Y annualised13.94%
5Y annualised10.55%
10Y annualised1.68%

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 ₹1,28,26712.98%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,11,8138.92%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,04,76911.69%

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

Calendar years

Calendar 202118.08%
Calendar 20226.77%
Calendar 202321.92%
Calendar 202418.18%
Calendar 20255.48%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 20147.31%
Rolling 1Y · median5.05%
Rolling 1Y · worst window-52.45%
Rolling 1Y · best window67.36%
Rolling 1Y · windows positive67%
Rolling 3Y · average551 windows since 4 Jan 20164.06%
Rolling 3Y · median11.38%
Rolling 3Y · worst window-27.61%
Rolling 3Y · best window23.04%
Rolling 3Y · windows positive68%
Rolling 5Y · average448 windows since 3 Jan 20182.12%
Rolling 5Y · median-2.00%
Rolling 5Y · worst window-17.46%
Rolling 5Y · best window23.52%
Rolling 5Y · windows positive47%

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

Risk

Volatility (3Y)13.87%
Downside deviation (3Y)10.00%
Maximum drawdown-17.62%

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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