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MF_118870

Taurus Large Cap Fund - Direct Plan - Growth

Equity Scheme - Large Cap Fund

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End Amount
₹39,615.56
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.47%
MF_118870 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
5.35%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.33
Risk-Adjusted Return
Sortino Ratio
0.49
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 47% 19% 18%
60 days 47% 13% 13%
90 days 45% 11% 10%
180 days 41% 8% 8%
1Yr 34% 7% 5%
3Yr 42% 2% 5%
5Yr 8% 1% 3%
7Yr 3% 1% 3%
10Yr 0% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Taurus Large Cap Fund - Direct Plan - Growth Nifty 50
30 days 9.3% | -64.5% | 15.9% | 178.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -7.1% | -51.5% | 17.5% | 123.0% -23.0% | -45.3% | 16.8% | 120.0%
90 days -2.5% | -42.4% | 14.8% | 96.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 3.0% | -14.3% | 8.0% | 50.1% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 14.3% | -2.2% | 12.2% | 20.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.8% | 1.1% | 10.8% | 19.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.0% | 6.1% | 10.3% | 13.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.2% | 8.8% | 10.7% | 13.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 April 2, 2014 436 days 23% Nifty 50: 12% 10163 7832 10248
July 7, 2014 Aug. 15, 2014 39 days 5% Nifty 50: 4% 12251 11605 12257
Sept. 8, 2014 Oct. 30, 2014 52 days 5% Nifty 50: 5% 12787 12141 12801
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 13780 12781 13851
March 3, 2015 Aug. 5, 2015 155 days 11% Nifty 50: 11% 14971 13391 15058
Aug. 7, 2015 Aug. 30, 2016 389 days 22% Nifty 50: 18% 15105 11790 15125
Sept. 8, 2016 March 16, 2017 189 days 12% Nifty 50: 12% 15456 13594 15579
Sept. 19, 2017 Oct. 26, 2017 37 days 5% Nifty 50: 4% 17273 16381 17325
Jan. 24, 2018 Aug. 25, 2018 213 days 12% Nifty 50: 9% 18069 15934 18069
Aug. 28, 2018 Nov. 28, 2019 457 days 14% Nifty 50: 14% 18116 15581 18172
Jan. 16, 2020 Nov. 11, 2020 300 days 35% Nifty 50: 38% 18411 11945 18435
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 20912 19620 21024
Feb. 15, 2021 May 21, 2021 95 days 7% Nifty 50: 6% 21600 20112 21629
Oct. 18, 2021 Aug. 17, 2022 303 days 19% Nifty 50: 16% 25487 20599 25496
Sept. 15, 2022 Sept. 2, 2023 352 days 17% Nifty 50: 6% 27050 22501 27233
Sept. 15, 2023 Nov. 21, 2023 67 days 7% Nifty 50: 7% 28203 26278 28203
July 31, 2024 Sept. 21, 2024 52 days 5% Nifty 50: 4% 38552 36594 38804
Sept. 27, 2024 July 31, 2026 672 days 18% Nifty 50: 15% 39341 32407 39367