Taurus Flexi Cap Fund - Regular Plan - Growth

Fund House: Taurus Mutual Fund

Category: Equity: Flexi Cap

Status: Open Ended Schemes

Launch Date: 29-01-1994

Minimum Investment: 500.0

Asset Class: Equity

Minimum Topup: 500.0

Benchmark: BSE 500 TRI

Total Assets: 357.22 As on (31-12-2025)

Expense Ratio: 2.64% As on (31-12-2025)

Turn over: 81.00% | Exit Load: 1% if exited on or before 365 days, from the date of allotment; Nil if exited after 365 days, from the date of allotment

NAV as on 16-01-2026

219.93

-1.09

CAGR Since Inception

10.14%

BSE 500 TRI 12.38%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Flexi Cap Fund - Regular Plan - Growth -0.16 12.98 12.22 10.15 10.14
Benchmark - - - - -
Equity: Flexi Cap 5.48 16.36 14.95 14.69 13.03

Funds Manager

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Taurus Flexi Cap Reg Gr 29-01-1994 -0.16 5.18 12.98 12.22 10.15
HDFC Flexi Cap Gr 01-01-1995 13.75 16.07 21.63 22.04 17.71
ABSL Flexi Cap Gr Reg 14-08-1998 12.64 12.84 18.21 15.06 15.43
Kotak Flexi Cap Gr 05-09-2009 12.11 12.35 16.67 14.81 14.97
Mirae Asset Flexi Cap Fund Reg Gr 01-03-2023 11.09 11.4 0.0 0.0 0.0
ICICI Pru Flexicap Gr 07-07-2021 10.78 13.39 19.38 0.0 0.0
Tata Flexi Cap Reg Gr 05-08-2018 10.37 10.1 16.8 13.27 0.0
Bandhan Flexi Cap Reg Gr 14-09-2005 9.9 10.68 16.0 14.28 11.95
Parag Parikh Flexi Cap Reg Gr 05-05-2013 9.21 13.9 21.14 18.87 17.9
Helios Flexi Cap Fund Reg Gr 13-11-2023 8.97 12.94 0.0 0.0 0.0

Asset Allocation (%)

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 0.6 -2.62 0.99 - -
Equity: Flexi Cap - - - - - -