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MF_118883

Taurus Flexi Cap Fund - Direct Plan - Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹37,568.91
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.04%
MF_118883 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
4.95%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.32
Risk-Adjusted Return
Sortino Ratio
0.45
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% 23% 18%
60 days 45% 15% 13%
90 days 44% 13% 11%
180 days 44% 9% 8%
1Yr 38% 7% 6%
3Yr 42% 2% 6%
5Yr 13% 1% 4%
7Yr 2% 0% 4%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Taurus Flexi Cap Fund - Direct Plan - Growth Nifty 50
30 days -30.1% | -66.8% | 18.5% | 183.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -19.7% | -53.4% | 17.3% | 124.3% -23.0% | -45.3% | 16.7% | 120.0%
90 days -10.3% | -43.6% | 15.3% | 96.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 1.7% | -18.1% | 7.5% | 51.2% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.3% | -4.5% | 11.7% | 20.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.9% | 0.1% | 10.3% | 19.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 11.2% | 5.7% | 9.4% | 12.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.3% | 8.4% | 10.2% | 13.0% 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 Dec. 7, 2013 320 days 21% Nifty 50: 12% 10079 7996 10088
Dec. 9, 2013 March 7, 2014 88 days 8% Nifty 50: 6% 10088 9300 10119
July 7, 2014 Aug. 19, 2014 43 days 5% Nifty 50: 4% 12728 12033 12769
Sept. 22, 2014 Oct. 31, 2014 39 days 6% Nifty 50: 5% 13469 12694 13534
Dec. 4, 2014 Jan. 17, 2015 44 days 7% Nifty 50: 6% 14433 13376 14450
March 3, 2015 Aug. 5, 2015 155 days 12% Nifty 50: 11% 15435 13620 15480
Aug. 5, 2015 Sept. 3, 2016 395 days 24% Nifty 50: 18% 15480 11689 15599
Sept. 8, 2016 Feb. 18, 2017 163 days 12% Nifty 50: 12% 15635 13707 15672
Sept. 12, 2017 Oct. 28, 2017 46 days 6% Nifty 50: 4% 18413 17343 18479
Jan. 23, 2018 Jan. 2, 2021 1075 days 41% Nifty 50: 29% 19336 11411 19535
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 20076 18860 20091
Feb. 16, 2021 May 8, 2021 81 days 5% Nifty 50: 6% 20773 19650 20864
Oct. 18, 2021 Sept. 7, 2022 324 days 19% Nifty 50: 16% 25232 20448 25288
Sept. 15, 2022 July 15, 2023 303 days 15% Nifty 50: 6% 26116 22081 26200
Sept. 15, 2023 Nov. 25, 2023 71 days 6% Nifty 50: 7% 28712 26889 28752
July 31, 2024 Sept. 21, 2024 52 days 5% Nifty 50: 4% 39046 36950 39120
Sept. 26, 2024 Sept. 23, 2026 727 days 21% Nifty 50: 15% 39573 31305 39686
Sept. 23, 2026 Oct. 30, 2026 37 days 8% Nifty 50: 5% 39686 36679 37569