Taurus Mid Cap Fund · Regular · Growth
NAV
₹128.8400
as of 13 Nov 2026
Expense Ratio
2.54%
AUM
₹122 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.14%
- 3Y
- +10.09%
- 5Y
- +10.66%
- Since Inception
- +8.12%
SIP returns (XIRR)
- 1Y
- +14.54%
- 3Y
- +6.43%
- 5Y
- +11.41%
- Since Inception
- +11.66%
Returns calculated from 04 January 2002 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,55,188 today — ₹6,00,000 invested, 14.3% XIRR.
₹6,00,000
Invested
₹12,55,188
Value today
14.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹4,09,146 today (15.1% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹28,36,269.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹12,55,188 in this fund vs ₹15,30,132 in the benchmark — underperformance of ₹2,74,944.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹4,03,508 today (4.04×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.10
Sharpe Ratio
—
Alpha
—
Beta
0.10
Sortino
17.43%
Std Dev
-18.54%
Max Drawdown
Performance Comparison
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Fund Details
What this fund does
Taurus Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, with wider price swings than large-caps.
About This Fund
Taurus Mid Cap Fund · Regular · Growth is a Mid Cap mutual fund offered by Taurus Mutual Fund. The fund has been operational for over 32 years. It manages assets worth ₹122 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 2.54%.