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: 351.64 As on (30-09-2025)

Expense Ratio: 2.64% As on (29-09-2025)

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 29-10-2025

230.67

0.3

CAGR Since Inception

10.38%

BSE 500 TRI 12.54%

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 0.78 15.26 17.31 9.89 10.38
Benchmark - - - - -
Equity: Flexi Cap 4.21 17.17 20.49 14.22 14.83

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 0.78 16.69 15.26 17.31 9.89
Helios Flexi Cap Fund Reg Gr 13-11-2023 11.3 0.0 0.0 0.0 0.0
HDFC Flexi Cap Gr 01-01-1995 10.59 26.69 22.9 29.68 16.5
Parag Parikh Flexi Cap Reg Gr 05-05-2013 9.91 22.82 21.92 22.67 17.81
Kotak Flexi Cap Gr 05-09-2009 9.45 20.98 17.41 19.68 14.24
ICICI Pru Flexicap Gr 07-07-2021 9.29 23.19 19.82 0.0 0.0
Mirae Asset Flexi Cap Fund Reg Gr 07-02-2023 8.57 19.47 0.0 0.0 0.0
ABSL Flexi Cap Gr Reg 14-08-1998 7.93 22.3 18.32 20.61 14.54
Bajaj Finserv Flexi Cap Fund Reg Gr 01-08-2023 7.65 22.91 0.0 0.0 0.0
Tata Flexi Cap Reg Gr 05-08-2018 7.56 18.98 16.93 17.57 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 0.57 -2.39 0.96 - -
Equity: Flexi Cap - - - - - -