Taurus Large Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option
Taurus Mutual Fund Equity Large Cap Fund
Expense Ratio
2.41%
AUM
₹22.38 Lakh
Plan Type
Direct
Market Cap
Large
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-50.51%
Poor
6 Months
-3.48%
Poor
1 Year
+4.73%
Poor
3 Years
+13.41%
Average
5 Years
+12.21%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹22.38 Lakh
Recent Trend
Growing
Stability Score
9.0
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-6.56%
3Y
3Y CAGR
+38.75%
5Y
5Y CAGR
+56.18%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.80%
Annualized standard deviation
Sharpe Ratio
0.625
Fair - Risk-adjusted return
Max Drawdown
-19.20%
Moderate - Worst decline
Consistency
62.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.93%
Average daily price movement
Annualized Volatility
14.80%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance