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EquityMid Cap FundDirect · Growth

Taurus Mid Cap Fund - Direct Plan - Growth

Taurus · Scheme 118872

136.74 0.37%NAV · 2026-08-05
52
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
12.3%
Risk level
High
Min SIP
Benchmark
Nifty Midcap 150 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+8.25%
3 Months+10.92%
6 Months+10.44%
1 Year+7.12%
3 Years (CAGR)+12.34%
5 Years (CAGR)+12.93%
10 Years (CAGR)+15.09%
Since Launch+16.19%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns35
Consistency57
Risk-adjusted48
Downside protection46
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 10Y CAGR: +15.1%
  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Return stability: rolling-return std 7.4%
  • Alpha vs benchmark: +5.8%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -7.4% vs category avg
  • 5Y CAGR vs category: -4.0% vs category avg
  • Beat category: beat category in 40% of windows
  • Sharpe ratio: 0.59

Risk metrics

Sharpe ratio
0.59
Sortino ratio
0.70
Volatility
17.66%
Max drawdown
-32.80%
Downside capture
97.00%

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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