Taurus Large Cap Fund - Direct Plan - Growth
code 118870 Large Cap Fund direct plan · growth NAVs 2013-01-03 to 2026-11-09
Growth of ₹10,000
From 2013-01-03. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 8.86% | 2026-10-09 → 2026-11-09 |
| 3M | 7.16% | 2026-08-07 → 2026-11-09 |
| 6M | 15.24% | 2026-05-08 → 2026-11-09 |
| 1Y | 12.63% | 2025-11-07 → 2026-11-09 |
| 3Y | 16.31% | 2023-11-09 → 2026-11-09 |
| 5Y | 11.31% | 2021-11-09 → 2026-11-09 |
| 7Y | 13.28% | 2019-11-08 → 2026-11-09 |
| 10Y | 11.37% | 2016-11-09 → 2026-11-09 |
| since inception | 11.08% | 2013-01-03 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 38.60% | 4.95% | -0.19% | 26.49% | -5.53% | 8.78% | 10.31% | 18.06% | 6.77% | 21.91% | 18.17% | 5.49% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,161 | 12.88% | 8.09% | -30.50% | 73.69% | 80% |
| 3 years | 2,673 | 11.34% | 12.25% | -8.17% | 24.50% | 95% |
| 5 years | 2,178 | 10.68% | 10.73% | -3.42% | 23.49% | 99% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 14.28% | 10.14% | 10.17% |
| volatility | 14.80% | 15.67% | 16.23% |
| max drawdown | -17.62% | -18.02% | -35.12% |
| downside deviation | 9.37% | 10.11% | 11.34% |
| Sharpe ratio | 0.58 | 0.33 | 0.35 |
| Sortino ratio | 0.91 | 0.51 | 0.50 |
| Calmar ratio | 0.81 | - | - |
Category: Large Cap Fund
Overall ★★★☆☆ (3y ★★★★★ · 5y ★★★★☆ · 10y ★☆☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 30 funds | 5 years of 27 funds | 10 years of 22 funds |
|---|---|---|---|
| return | 1st | 8th | 96th |
| volatility | 69th | 100th | 72nd |
| Sharpe | 1st | 12th | 100th |
| Sortino | 1st | 12th | 91st |
| worst fall | 66th | 50th | 24th |
| risk-adjusted return (MRAR) | 1st | 16th | 96th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.