Taurus Flexi Cap Fund - Regular Plan - Growth

Taurus Flexi Cap Fund - Regular Plan - Growth

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Category: Equity: Flexi Cap
Launch Date: 29-01-1994
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 2.76% As on (30-08-2026)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 382.21 Cr As on (31-08-2026)
Turn over: 0.85
NAV as on 08-10-2026

237.22

-5.27 (-2.2216%)

CAGR Since Inception

10.16%

BSE 500 TRI 11.81%

PERFORMANCE of Taurus Flexi Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 08-10-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Flexi Cap Fund - Regular Plan - Growth 5.99 10.73 9.32 9.36 10.16
Benchmark - - - - -
Equity: Flexi Cap -2.72 9.64 8.5 12.1 9.72

Yearly Performance (%)

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Fund Managers

Mr. Anuj Kapil

Investment Objective

The basic objective of the scheme is to provide long term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on distribution of income by way of dividend

RETURNS CALCULATOR for Taurus Flexi Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Taurus Flexi Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Flexi Cap Fund - Regular Plan - Growth 14.44 0.4 1.23 0.96 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION of Taurus Flexi Cap Fund - Regular Plan - Growth

Period
Data as on - 08-10-2026
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Flexi Cap Fund - Regular Plan - Growth 29-01-1994 5.99 0.3 10.73 9.32 9.36

PORTFOLIO ANALYSIS of Taurus Flexi Cap Fund - Regular Plan - Growth

Asset Allocation (%)

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