Taurus Flexi Cap Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 91% of 3-year investment horizons.
- Over 33 years of operational history across different market cycles.
- Expense ratio (2.72%) is higher than category median (2.17%), which creates fee drag over time.
- Experienced a maximum drawdown of -74.2% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.24% | +6.72% | -0.48% |
| 3 Months | +6.37% | +0.95% | +5.42% |
| 6 Months | +14.79% | +7.48% | +7.31% |
| 1 Year | +11.29% | +3.87% | +7.42% |
| 3 Years CAGR | +13.47% | +12.91% | +0.56% |
| 5 Years CAGR | +10.48% | +9.13% | +1.35% |
| 7 Years CAGR | +12.45% | +13.79% | -1.34% |
| 10 Years CAGR | +10.76% | +13.48% | -2.72% |
| Since Inception | +10.05% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Taurus Flexi Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +12.59% | +3.55% | +9.04% |
| 2025 | -1.27% | +3.91% | -5.18% |
| 2024 | +17.34% | +18.52% | -1.18% |
| 2023 | +26.90% | +28.78% | -1.88% |
| 2022 | +4.79% | -1.11% | +5.90% |
| 2021 | +22.08% | +32.43% | -10.35% |
| 2020 | +6.61% | +14.34% | -7.73% |
| 2019 | +4.08% | +10.28% | -6.20% |
| 2018 | -8.34% | -7.49% | -0.85% |
| 2017 | +32.50% | +37.90% | -5.40% |
| 2016 | +0.25% | +4.05% | -3.80% |
| 2015 | -1.33% | +1.06% | -2.39% |
| 2014 | +38.62% | +54.77% | -16.15% |
| 2013 | +2.42% | +4.75% | -2.33% |
| 2012 | +30.73% | +32.18% | -1.45% |
| 2011 | -20.53% | -25.47% | +4.94% |
| 2010 | +23.46% | +15.86% | +7.60% |
| 2009 | +85.41% | +83.98% | +1.43% |
| 2008 | -66.17% | -56.62% | -9.55% |
| 2007 | +87.42% | +63.30% | +24.12% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -69.28% | +13.59% | +8.03% | +127.62% | 69.6% | 26.1% |
| 3-Year Rolling | -10.88% | +10.35% | +10.59% | +34.70% | 91.4% | 13.4% |
| 5-Year Rolling | -5.61% | +9.98% | +10.48% | +24.65% | 96.1% | 8.6% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -74.1% | 14 months | 66 months |
| 2018-01-23 | 2020-03-23 | -41.1% | 26 months | 9 months |
| 2006-05-03 | 2006-06-14 | -40.0% | 1 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments: 65-100%; Debt Securities: 0-35%; Money Market, Cash & other assets including Gold ETF and Silver ETF : 0-35% | Per Scheme Mandate |
Investment Objective & Strategy
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
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 407 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Flexi Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Flexi Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Mirae Asset Flexi Cap Fund | 5.9 | +13.09% | 2.09% | 88.0% | Rs 4,777 cr | Compare → |
| CANARA ROBECO FLEXI CAP FUND | 4.9 | +12.58% | 1.83% | 94.5% | Rs 13,942 cr | Compare → |
| quant Flexi Cap Fund | 4.9 | +14.80% | 2.10% | 103.2% | Rs 7,681 cr | Compare → |
| JM Flexi Cap Fund | 4.5 | +13.48% | 2.26% | 108.9% | Rs 5,194 cr | Compare → |
| Axis Flexi Cap Fund | 5.5 | +13.86% | 1.83% | 102.0% | Rs 13,865 cr | Compare → |
Frequently Asked Questions about Taurus Flexi Cap Fund
What is the expense ratio of Taurus Flexi Cap Fund?
Taurus Flexi Cap Fund has a total expense ratio (TER) of 2.72% with a base expense ratio of 2.09%, compared to the Flexi Cap category median of 2.17%.
Who manages Taurus Flexi Cap Fund?
Taurus Flexi Cap Fund is managed by Anuj Kapil (tenure: 3.4 years since 2023-06-13).
What are the historical returns of Taurus Flexi Cap Fund?
Taurus Flexi Cap Fund delivered a 3-year CAGR of 13.47% and a 5-year CAGR of 10.48%. Its 1-year return stands at +11.29%.
How large is Taurus Flexi Cap Fund?
Taurus Flexi Cap Fund manages assets of Rs 407 cr, placing it in the 'small' size band relative to Flexi Cap peers.
How is Taurus Flexi Cap Fund scored on MFIQ?
Taurus Flexi Cap Fund holds an MFIQ Score of 3.4/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Taurus Flexi Cap Fund?
Taurus Flexi Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.95% with a maximum historical drawdown of -74.15%.