Taurus Mid Cap Fund
Direct · Growth ₹122.90
05 Jun 2026
NAV
17.8%
3Y CAGR
17.0%
5Y CAGR
17.4%
10Y CAGR
17.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.48
Sharpe
-32.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.89 L | 21.5% | -44.1% | 109.4% |
| 3 Years | ₹36.00 L | ₹46.77 L | 17.1% | -17.7% | 39.8% |
| 5 Years | ₹60.00 L | ₹90.39 L | 16.6% | -5.2% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.51 Cr | 16.7% | 3.1% | 24.8% |
| 10 Years | ₹1.20 Cr | ₹2.92 Cr | 17.3% | 12.1% | 21.0% |
| 12 Years | ₹1.44 Cr | ₹4.12 Cr | 16.3% | 12.6% | 19.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.5% | 22.2% | 21.9% | -0.7% |
| 3 Years | 17.1% | 17.4% | 20.1% | -0.3% |
| 5 Years | 16.6% | 16.5% | 19.3% | +0.1% |
| 7 Years | 16.7% | 16.7% | 19.1% | +0.0% |
| 10 Years | 17.3% | 16.6% | 19.3% | +0.7% |
| 12 Years | 16.3% | 16.3% | 18.8% | +0.0% |