MF Gyan
otherModerate risk14 years oldAccelerating recently (last 6m ≈ 5% p.a.)

Taurus Short Term Income Fund-Direct Plan-Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Taurus Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit
₹1,499.3472
▲ 0.07% today
As of 2 May 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.09 L
▲ ₹9.4k gain · 9.4% / year
Invested 3 years ago
₹97.9k
▼ ₹2.1k loss · -0.7% / year
Invested 5 years ago
₹98.0k
▼ ₹2.0k loss · -0.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.81 L
Gain / loss+₹1.2k
XIRR (annualised)0.45%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.81 L
Projected gain*+₹1.3k
*at this fund's historical rate of 0.45% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
9.35%median 4.48% (+4.87%)
Rank #96 of 501Beats 78% of peers
3-year return
-0.69%median 6.04% (-6.73%)
Rank #196 of 501Beats 7% of peers
5-year return
-0.40%median 5.11% (-5.51%)
Rank #64 of 501Beats 10% of peers
Bumpiness (3Y)
7.47%median 4.87% (+2.61%)
Rank #297 of 501Less risky than 40% of peers
Worst-ever drop
-12.08%median -6.75% (-5.33%)
Rank #170 of 501Less risky than 66% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 1 of last 6 years were positive.

-0%
2013
-0%
2014
-0%
2015
-0%
2016
-4%
2017
+2%
2018
Best year
2018 · 1.76%
Worst year
2017 · -3.86%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
7.5%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-12.08%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Taurus Short Term Income Fund-Direct Plan-Dividend Option against other other funds.

Technical details (for the pros)
CAGR — 1 year9.35%
CAGR — 3 years-0.69%
CAGR — 5 years-0.40%
CAGR — since launch-0.39%
Volatility — 1 year (annualised)3.55%
Volatility — 3 years (annualised)7.47%
Max drawdown — 1 year0.00%
Max drawdown — 3 years-11.86%
Sharpe ratio — 1 year (rf=6%)0.93
Sharpe ratio — 3 years (rf=6%)-0.91

Fund info

Fund house
Taurus Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
118890
First price on record
2 Jan 2013 · 1,284 daily prices

About Taurus Short Term Income Fund-Direct Plan-Dividend Option

Taurus Short Term Income Fund-Direct Plan-Dividend Option is a Income offered by Taurus Mutual Fund under the Direct plan with the Dividend option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Taurus Short Term Income Fund-Direct Plan-Dividend Option is ₹1499.3472 (as of 2 May 2018). Historically, it has delivered 9.35% over the last year, -0.69% CAGR over 3 years, -0.40% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 7.5% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 12.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Taurus Short Term Income Fund-Direct Plan-Dividend Option?+

The latest NAV of Taurus Short Term Income Fund-Direct Plan-Dividend Option is ₹1499.3472 as of 2 May 2018, up 0.07% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Taurus Short Term Income Fund-Direct Plan-Dividend Option?+

Taurus Short Term Income Fund-Direct Plan-Dividend Option has delivered 1-year return 9.35%, 3-year CAGR -0.69%, 5-year CAGR -0.40%, since-inception CAGR -0.39%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Taurus Short Term Income Fund-Direct Plan-Dividend Option belong to?+

Taurus Short Term Income Fund-Direct Plan-Dividend Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Taurus Short Term Income Fund-Direct Plan-Dividend Option?+

Based on its 3-year annualised volatility of 7.5%, Taurus Short Term Income Fund-Direct Plan-Dividend Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Taurus Short Term Income Fund-Direct Plan-Dividend Option a direct plan?+

Taurus Short Term Income Fund-Direct Plan-Dividend Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Taurus Short Term Income Fund-Direct Plan-Dividend Option?+

Taurus Short Term Income Fund-Direct Plan-Dividend Option has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 1,284 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.