Taurus Flexi Cap Fund vs Zerodha BSE SENSEX Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Taurus Flexi Cap Fund is a Flexi Cap fund and Zerodha BSE SENSEX Index Fund is an Index fund. Taurus Flexi Cap Fund charges 2.69% a year and Zerodha BSE SENSEX Index Fund 0.47% (Direct plans). Their portfolios overlap 34.4%: they hold 11 of the same securities.
Which is better, Taurus Flexi Cap or Zerodha BSE SENSEX Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Zerodha BSE SENSEX Index costs less: 0.47% a year against 2.69% (Direct plans).
- Zerodha BSE SENSEX Index fell less in its worst fall since 10-11-2025: −16.1% against −16.2%.
- Zerodha BSE SENSEX Index holds more in large companies: 100.1% of the fund in large caps against 49.8%.
- Taurus Flexi Cap is the larger fund: ₹385 Cr against ₹19 Cr.
- Their portfolios overlap 34.4%: 11 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Taurus Flexi Cap Fund | Zerodha BSE SENSEX Index Fund |
|---|---|---|
| Fund house | Taurus Mutual Fund | Zerodha Mutual Fund |
| Category | Flexi Cap | Index |
| AUM | ₹385 Cr (30-09-2026) | ₹19 Cr (30-09-2026) |
| NAV | ₹242.62 (Direct) | ₹8.99 (Direct) |
| Expense ratio (Direct) | 2.69% | 0.47% |
| Expense ratio (Regular) | 2.75% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | BSE 500 TRI | BSE SENSEX TRI |
| Launch date | 29-01-1994 | 06-11-2025 |
| Minimum investment | ₹500 | ₹100 |
| Lock in | None | None |
| Fund managers | Anuj Kapil | Kedarnath Mirajkar |
| Exit load | 1% if exited on or before 365 days, from the date of allotment; Nil if exited after 365 days, from the date of allotment | Nil |
Taurus Flexi Cap vs Zerodha BSE SENSEX Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Taurus Flexi Cap Fund (Direct) | −2.90% | −0.75% | +6.74% | +1.68% | +11.31% | +9.23% | +9.31% |
| Zerodha BSE SENSEX Index Fund (Direct) | +2.75% | −4.37% | −2.58% | -- | -- | -- | -- |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | −3.58% | +12.37% | +10.04% | +13.13% |
Category average: the average of the 46 Flexi Cap funds, same plan type.
Taurus Flexi Cap vs Zerodha BSE SENSEX Index: Year-wise Returns
| Year | Taurus Flexi CapTaurus Flexi Cap | Zerodha BSE SENSEX IndexZerodha BSE SENSEX Index |
|---|---|---|
| 2026to date | +3.56% | −12.06% |
| 2025 | −1.20% | -- |
| 2024 | +17.41% | -- |
| 2023 | +26.95% | -- |
| 2022 | +4.83% | -- |
| 2021 | +22.13% | -- |
Taurus Flexi Cap vs Zerodha BSE SENSEX Index: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of Taurus Flexi Cap Fund
Taurus Flexi Cap vs Zerodha BSE SENSEX Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Taurus Flexi Cap Fund (Direct) | Zerodha BSE SENSEX Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.05% | −10.70% |
| Standard deviation | 16.19% | 14.00% |
| Sharpe ratio | 0.25 | -1.14 |
| Sortino ratio | 0.33 | -1.53 |
| Maximum drawdown | −41.0% (23-03-2020) | −16.1% (30-03-2026) |
| Beta | 0.99 | 1.00 |
| Alpha | −2.73% | −0.40% |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Taurus Flexi Cap Fund (Direct)
Zerodha BSE SENSEX Index Fund (Direct)
BSE 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Taurus Flexi Cap Fund (Direct) | −16.2% | 17-11-2025 | 31-03-2026 | 20-07-2026 | 4 months | −5.3% |
| Zerodha BSE SENSEX Index Fund (Direct) | −16.1% | 02-01-2026 | 30-03-2026 | Not yet | -- | −12.6% |
| BSE 500 TRI | −14.8% | 02-01-2026 | 30-03-2026 | Not yet | -- | −8.7% |
From daily values since 10-11-2025, the first day every fund has.
Taurus Flexi Cap vs Zerodha BSE SENSEX Index: Portfolio Overlap
From each fund's latest monthly portfolio: Taurus Flexi Cap Fund, September 2026; Zerodha BSE SENSEX Index Fund, September 2026
Holdings in common
- Overlap
- 34.4%
- Held by both
- 11
- Only in Taurus Flexi Cap
- 31
- Only in Zerodha BSE SENSEX Index
- 19
| Security | % of Taurus Flexi Cap | % of Zerodha BSE SENSEX Index |
|---|---|---|
| HDFC Bank Ltd. | 7.23% | 12.59% |
| ICICI Bank Ltd. | 3.99% | 11.04% |
| Axis Bank Ltd. | 3.11% | 4.08% |
| Bharti Airtel Ltd. | 3.09% | 6.39% |
| Reliance Industries Ltd. | 3.02% | 9.16% |
| ITC Ltd. | 5.45% | 2.97% |
| Mahindra & Mahindra Ltd. | 2.88% | 3.08% |
| Kotak Mahindra Bank Ltd. | 2.69% | 3.58% |
| State Bank of India | 2.55% | 4.64% |
| HCL Technologies Ltd. | 1.56% | 1.51% |
| Power Grid Corporation of India Ltd. | 1.77% | 1.38% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 34.4% means 34.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Taurus Flexi Cap Fund
| Security | % of fund |
|---|---|
| Sigma Advanced Systems Ltd. | 9.18% |
| Divi's Laboratories Ltd. | 5.90% |
| Park Medi World Ltd. | 3.82% |
| Skyways Air Services Ltd. | 3.28% |
| Samhi Hotels Ltd. | 3.22% |
Largest holdings only in Zerodha BSE SENSEX Index Fund
| Security | % of fund |
|---|---|
| Larsen & Toubro Limited | 5.11% |
| Infosys Limited | 4.09% |
| Bajaj Finance Limited | 3.00% |
| Eternal Limited | 2.70% |
| Tata Consultancy Services Limited | 2.42% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Taurus Flexi Cap | Zerodha BSE SENSEX Index |
|---|---|---|
| Equity | 97.8% | 100.1% |
| Debt | 0.0% | 0.0% |
| Cash and others | 2.2% | -0.1% |
Market cap of stocks
| Market cap | Taurus Flexi Cap | Zerodha BSE SENSEX Index |
|---|---|---|
| Large Cap | 49.8% | 100.1% |
| Mid Cap | 9.8% | 0.0% |
| Small Cap | 28.4% | 0.0% |
| Not on AMFI's list | 9.7% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Taurus Flexi Cap | Zerodha BSE SENSEX Index |
|---|---|---|
| Other | 97.8% | 0.0% |
| Banks | 0.0% | 35.9% |
| Petroleum Products | 0.0% | 9.2% |
| IT - Software | 0.0% | 9.2% |
| Telecom - Services | 0.0% | 6.4% |
| Construction | 0.0% | 5.1% |
| Diversified FMCG | 0.0% | 4.9% |
The six largest sectors of each fund's stocks, % of the fund.
Taurus Flexi Cap vs Zerodha BSE SENSEX Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Taurus Flexi Cap Fund | Zerodha BSE SENSEX Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.69% | 0.47% |
| Base expense ratio (Direct) | 2.04% | 0.29% |
| Total expense ratio (Regular) | 2.75% | Not available |
| Base expense ratio (Regular) | 2.09% | 0.00% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Taurus Flexi Cap Fund vs Zerodha BSE SENSEX Index Fund: Frequently Asked Questions
What is the difference between Taurus Flexi Cap Fund and Zerodha BSE SENSEX Index Fund?
Taurus Flexi Cap Fund is a Flexi Cap fund, Zerodha BSE SENSEX Index Fund is an Index fund, run by Taurus Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 34.4%. Taurus Flexi Cap Fund charges 2.69% a year and Zerodha BSE SENSEX Index Fund 0.47%.
Which has the lower expense ratio, Taurus Flexi Cap Fund or Zerodha BSE SENSEX Index Fund?
Zerodha BSE SENSEX Index Fund charges less: 0.47% a year against 2.69%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Taurus Flexi Cap Fund and Zerodha BSE SENSEX Index Fund overlap?
34.4%. They hold 11 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, AXISBANK. From each fund's latest monthly portfolio.
Which is riskier, Taurus Flexi Cap Fund or Zerodha BSE SENSEX Index Fund?
On SEBI's riskometer, Taurus Flexi Cap Fund is rated Very High and Zerodha BSE SENSEX Index Fund Very High. Over their common history, the standard deviation of daily returns was 16.19% and 14.00% a year.
Can I invest in both Taurus Flexi Cap Fund and Zerodha BSE SENSEX Index Fund?
Yes. 34.4% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Taurus Flexi Cap Fund and Zerodha BSE SENSEX Index Fund?
Taurus Flexi Cap Fund: Anuj Kapil. Zerodha BSE SENSEX Index Fund: Kedarnath Mirajkar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.