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EquityFlexi Cap FundDirect · Growth

Taurus Flexi Cap Fund - Direct Plan - Growth

Taurus · Scheme 118883

246.16 0.26%NAV · 2026-09-18
39
Weak FundScore
Start SIP
AUM
₹369 cr
Expense ratio
2.70%
3Y CAGR
12.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Prasanna PathakExit load: Exit load of 1% if redeemed within 365 days.
Below average · 39/100

Lags peers on our factors — weigh the risks carefully.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Positive 3Y windows: 93% of rolling 3Y windows positive
  • Return stability: rolling-return std 6.3%
  • Alpha vs benchmark: +3.5%

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.30) — took on risk without enough payoff.
  • Can fall sharply — dropped 41% in its worst stretch. Stomach needed.
  • Pricey — 2.70% expense ratio quietly eats into long-term returns.
  • 3Y CAGR vs category: -1.3% vs category avg
  • 5Y CAGR vs category: -1.3% vs category avg

FundScore breakdown

39/100 · Weak
How it works →
37
Returns
Weak
55
Consistency
Average
32
Risk-adjusted
Weak
36
Downside protection
Weak
32
Cost efficiency
Weak
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.