| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-09-30 | ₹1,000.00 | ₹989.34 |
-1.07 %
|
| Two Week | 2026-09-22 | ₹1,000.00 | ₹958.36 |
-4.16 %
|
| One Month | 2026-09-07 | ₹1,000.00 | ₹937.01 |
-6.30 %
|
| Three Months | 2026-07-09 | ₹3,000.00 | ₹2,749.44 |
-8.35 %
|
| Six Months | 2026-04-10 | ₹6,000.00 | ₹5,506.20 |
-8.23 %
|
| One Year | 2025-10-07 | ₹12,000.00 | ₹10,782.24 |
-10.15 %
|
| Three Year | 2023-10-09 | ₹36,000.00 | ₹33,089.26 |
-8.09 %
|
| Five Year | 2021-10-08 | ₹60,000.00 | ₹68,492.94 |
14.15 %
|
| Ten Year | 2016-10-10 | ₹120,000.00 | ₹213,425.83 |
77.85 %
|
| Since Inception | 2007-03-05 | ₹239,000.00 | ₹788,378.39 |
229.87 %
|
Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| DSP India T.I.g.e.r. Fund - Institutional Plan - Growth |
59.01%
|
12.23%
|
8.69%
|
| Franklin Asian Equity Fund - Regular Plan - Growth |
32.21%
|
22.93%
|
8.32%
|
| Kotak Healthcare Fund - Regular Plan - Growth |
26.75%
|
N/A
|
19.89%
|
| Motilal Oswal Active Momentum Fund - Regular Plan - Growth |
26.2%
|
N/A
|
28%
|
| HDFC Pharma And Healthcare Fund - Regular Plan - Growth |
25.19%
|
N/A
|
28.55%
|
| Motilal Oswal Special Opportunities Fund - Regular Plan - Growth |
19.65%
|
N/A
|
21.31%
|
| Bajaj Finserv Healthcare Fund - Regular Plan - Growth |
18.98%
|
N/A
|
7.67%
|
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
18.92%
|
19.5%
|
12.31%
|
| SBI Automotive Opportunities Fund - Regular Plan - Growth |
18.84%
|
N/A
|
10.5%
|
| Edelweiss Recently Listed Ipo Fund - Regular Plan - Growth |
18.54%
|
15.64%
|
14.5%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Taurus Flexi Cap Fund - Regular Plan - Growth |
8.1%
|
11.57%
|
13.89%
|
| Taurus Flexi Cap Fund - Regular - Growth |
8.04%
|
11.54%
|
13.92%
|
| Taurus Large Cap Fund - Regular Plan - Growth |
6.82%
|
13.23%
|
10.72%
|
| Taurus Large Cap Fund - Regular - Growth |
5.85%
|
12.2%
|
10.65%
|
| Taurus Mid Cap Fund - Regular Plan - Growth |
5.38%
|
9.27%
|
10.47%
|
| Taurus Mid Cap Fund - Regular - Growth |
5.06%
|
9%
|
10.43%
|
| Taurus Banking & Financial Services Fund - Regular - Growth |
-1.41%
|
9.02%
|
12.43%
|
| Taurus ELSS Tax Saver Fund - Regular - Growth |
-1.91%
|
9.62%
|
12.37%
|
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth |
-2.42%
|
9.69%
|
12.27%
|
| Taurus Ethical Fund - Regular Plan - Growth |
-5.15%
|
6.58%
|
15.21%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Taurus Flexi Cap Fund - Regular - Growth | - | 1.02 | 0.43 |
| Taurus Banking & Financial Services Fund - Regular - Growth | - | 0.86 | 0.27 |
| Taurus Large Cap Fund - Regular - Growth | - | 0.96 | 0.44 |
| Taurus Mid Cap Fund - Regular - Growth | - | 0.98 | 0.31 |
| Taurus ELSS Tax Saver Fund - Regular - Growth | - | 0.88 | 0.38 |
| Taurus Nifty 50 Index Fund - Regular - Growth | - | 0.99 | 0.17 |
| Taurus Infrastructure Fund - Regular Plan - Growth | - | 0.96 | 0.36 |
| Taurus Flexi Cap Fund - Regular Plan - Growth | - | 1.02 | 0.46 |
| Taurus Large Cap Fund - Regular Plan - Growth | - | 0.98 | 0.55 |
| Taurus Nifty 50 Index Fund - Regular Plan - Growth | - | 0.99 | 0.16 |
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