Taurus Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
7 cr
TER direct / regular
2.01% / 2.49%
CAGR (full)
14.1%
Sharpe (full)
0.52
Sharpe (bull ≤Sep-24)
3.98
Sharpe (sideways Oct-24→)
-0.61
Max drawdown
-31.9%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
24.9%
3.8%
1.62
12
FY23
-4.0%
-7.3%
-0.54
12
FY24
61.1%
14.8%
4.16
12
FY25
0.3%
-6.7%
-0.16
12
FY26
-3.7%
-2.5%
-0.50
12
FY27*
9.6%
-8.7%
0.83
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-9.2
-5.0
+3.9
-3.8
-7.2
-7.4
-8.1
+7.2
+13.2
+2.9
+5.3
-10.5
2014
-8.5
+3.6
+15.9
+1.1
+21.9
+7.2
-2.1
+1.2
+0.2
+4.3
+6.2
-0.1
+59.6
2015
+3.7
+2.1
-0.7
-3.7
+2.2
-1.0
+4.3
-8.4
-4.5
+0.7
+2.1
-0.3
-4.3
2016
-6.6
-10.7
+13.9
+2.5
+3.1
+5.6
+4.7
+4.5
-1.7
+2.4
-3.7
-2.7
+9.4
2017
+8.4
+4.1
+2.5
+6.1
-0.2
-2.1
+6.2
+1.2
-0.2
+7.8
+0.9
+4.2
+45.9
2018
+2.0
-2.8
-4.2
+6.4
-4.2
-3.1
+5.7
+2.2
-9.2
-3.9
+2.9
+1.0
-8.0
2019
-5.0
-0.5
+8.5
-1.3
+2.7
-2.0
-8.6
-1.1
+7.4
+2.5
-0.7
+0.2
+0.8
2020
+4.5
-5.2
-22.5
+12.6
-0.4
+6.3
+2.9
+3.0
-0.3
+0.4
+9.9
+6.6
+13.8
2021
-1.5
+12.8
+3.5
+3.6
+5.0
+3.3
+4.9
+0.2
+2.2
-0.6
-1.7
+2.4
+38.8
2022
+0.8
-3.7
+6.5
+0.3
-8.1
-4.3
+9.9
+4.9
-1.1
+2.2
+2.5
-3.2
+5.5
2023
-3.4
-2.8
+0.2
+6.3
+3.3
+5.2
+7.3
+2.8
+3.8
-1.4
+7.7
+7.5
+42.0
2024
+4.8
-0.5
+2.3
+6.9
+1.5
+7.1
+4.0
-1.5
+3.9
-7.3
-0.1
-3.1
+18.5
2025
-5.5
-11.5
+8.0
+3.2
+6.6
+4.5
-3.9
-2.2
+2.8
+3.9
-2.4
-0.7
+1.1
2026
-5.3
+1.4
-10.4
+13.2
-0.9
-0.0
-0.7
-1.5
-5.6
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard