Should I invest in Taurus Bonanza Fund?

We don't give personal investment advice. Taurus Bonanza Fund-Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.2%. 5-year CAGR: 10.51%.

Taurus

Taurus Bonanza Fund-Growth Option

Latest NAV

₹158.1500

As of

3 Jul 2026

4,988 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.25%	+0.22%	+0.03	18 / 35	Q3
1W	+1.67%	+0.91%	+0.76	2 / 35	Q1
2W	+1.29%	+0.88%	+0.41	16 / 35	Q2
1M	+4.50%	+4.16%	+0.34	16 / 35	Q2
3M	+7.90%	+8.53%	-0.63	24 / 35	Q3
6M	-2.67%	-6.23%	+3.56	4 / 35	Q1
YTD	-1.95%	-5.62%	+3.67	4 / 35	Q1
1Y	+0.22%	-3.71%	+3.93	8 / 35	Q1
2Y	+0.93%	-1.12%	+2.05	12 / 35	Q2
3Y	+12.57%	+8.32%	+4.25	3 / 35	Q1
4Y	+14.62%	+11.34%	+3.28	5 / 34	Q1
5Y	+10.51%	+8.36%	+2.15	15 / 34	Q2
7Y	+11.19%	+9.65%	+1.54	19 / 34	Q3
10Y	+9.94%	+8.85%	+1.09	20 / 34	Q3
Inception	+7.54%	+8.43%	-0.89	22 / 35	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.95%	-5.96%	+4.01	3 / 34
2025	+4.81%	+5.20%	-0.39	24 / 34
2024	+17.81%	+12.60%	+5.21	4 / 34
2023	+21.34%	+21.38%	-0.04	20 / 34
2022	+6.68%	+0.25%	+6.43	2 / 34
2021	+17.59%	+23.62%	-6.02	31 / 34
2020	+10.05%	+11.04%	-0.99	25 / 34
2019	+8.19%	+7.65%	+0.54	20 / 35
2018	-5.68%	-3.82%	-1.86	24 / 35
2017	+24.75%	+24.19%	+0.56	24 / 35
2016	-1.88%	+0.01%	-1.89	23 / 33

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.26%

235 windows

min -63.1% · max 83.5%

70% positive

3-Year rolling

+8.77%

211 windows

min -13.9% · max 25.1%

88% positive

5-Year rolling

+8.67%

186 windows

min -5.8% · max 19.8%

93% positive

7-Year rolling

+8.50%

162 windows

min -0.2% · max 16.9%

99% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.84%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-17.68%

Sep 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹51.9640	3 Jul 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹53.7742	3 Jul 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹42.5205	3 Jul 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹28.8060	3 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹568.0890	3 Jul 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹82.7400	3 Jul 2026
HSBC Equity Fund - Dividend	HSBC	₹42.2716	3 Jul 2026
UTI - Master Share-Growth Option	UTI	₹263.6520	3 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹331.5200	3 Jul 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹38.4600	3 Jul 2026

Recent NAVs

Date	NAV
3 Jul 2026	₹158.1500
2 Jul 2026	₹157.7500
1 Jul 2026	₹156.5000
30 Jun 2026	₹154.0900
29 Jun 2026	₹154.2800
25 Jun 2026	₹155.5500
24 Jun 2026	₹155.5700
23 Jun 2026	₹154.9800
22 Jun 2026	₹156.5100
19 Jun 2026	₹156.1400

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jul 2026, the NAV of Taurus Bonanza Fund-Growth Option is ₹158.1500. It's a Large Cap Fund from Taurus, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Bonanza Fund-Growth Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Taurus Bonanza Fund-Growth Option is managed by Taurus. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Bonanza Fund-Growth Option has delivered a absolute return of 0.22% — +3.93 pp ahead of the Large Cap Fund category average of -3.71%. The fund ranks #8 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Taurus Bonanza Fund-Growth Option has delivered a CAGR of 12.57% — +4.25 pp ahead of the Large Cap Fund category average of 8.32%. The fund ranks #3 of 35 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Taurus Bonanza Fund-Growth Option has delivered a CAGR of 10.51% — +2.15 pp ahead of the Large Cap Fund category average of 8.36%. The fund ranks #15 of 34 in its category — the second (Q2) quartile.

₹1 lakh invested in Taurus Bonanza Fund-Growth Option exactly 10 years ago would be worth approximately ₹257,909 today — a multiplier of 2.58×, based on the 10-year CAGR of 9.94%. The category average over the same window would have grown ₹1 lakh to ₹233,466.

A ₹10,000 monthly SIP in Taurus Bonanza Fund-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹765,404 today. That's an XIRR (money-weighted annualised return) of 9.67%.

A ₹10,000 monthly SIP for 10 years in Taurus Bonanza Fund-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,090,962 (multiplier 1.74×). XIRR: 10.70%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Bonanza Fund-Growth Option ranks #15 out of 34 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.36%; this fund delivered 10.51%.

The worst peak-to-trough decline Taurus Bonanza Fund-Growth Option has experienced over the last 5-year window is 19.22% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Taurus Bonanza Fund-Growth Option averaged 8.67% (best 19.77%, worst -5.82%). 93% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, Taurus Bonanza Fund-Growth Option returned 4.81% — lagging the Large Cap Fund category average of 5.20% by 0.39 pp. It ranked #24 of 34 in its category that year.

Taurus Bonanza Fund-Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Taurus Bonanza Fund-Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.2%. 5-year CAGR: 10.51%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.