Taurus Mid Cap Fund
Direct · Growth ₹131.75
21 Jul 2026
NAV
17.7%
3Y CAGR
17.0%
5Y CAGR
17.4%
10Y CAGR
17.4%
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.
4.44
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 | ₹12.88 L | 21.3% | -44.1% | 109.4% |
| 3 Years | ₹36.00 L | ₹46.70 L | 17.0% | -17.7% | 39.8% |
| 5 Years | ₹60.00 L | ₹90.25 L | 16.5% | -5.2% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.51 Cr | 16.7% | 3.1% | 24.8% |
| 10 Years | ₹1.20 Cr | ₹2.91 Cr | 17.2% | 12.1% | 21.0% |
| 12 Years | ₹1.44 Cr | ₹4.10 Cr | 16.2% | 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 | 21.3% | 22.1% | 21.6% | -0.8% |
| 3 Years | 17.0% | 17.4% | 20.0% | -0.4% |
| 5 Years | 16.5% | 16.5% | 19.4% | +0.0% |
| 7 Years | 16.7% | 16.7% | 19.3% | -0.1% |
| 10 Years | 17.2% | 16.6% | 19.4% | +0.5% |
| 12 Years | 16.2% | 16.3% | 18.9% | -0.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.3% | 15.5% | -24.3% | 95.3% | 0.57 | 2.06 | 76% | — | — |
| 3 Years | 17.7% | 17.8% | -3.8% | 38.5% | 1.51 | 9.00 | 99% | — | — |
| 5 Years | 17.0% | 17.3% | 1.6% | 29.7% | 1.80 | 31.25 | 100% | — | — |
| 10 Years | 17.4% | 16.7% | 12.8% | 22.8% | 4.44 | — | 100% | — | — |
-32.8%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
0.62
1Y
0.54
3Y
0.52
5Y
0.49
7Y
0.53
10Y
0.55
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -7.28 | 0.95 | 92.0% | 99.5% | -2.8% | 4.4% |
| 3 Years | -7.31 | 1.01 | 98.0% | 104.4% | 11.6% | 18.8% |
| 5 Years | -5.31 | 1.01 | 98.8% | 103.6% | 11.8% | 17.1% |
| 7 Years | -2.86 | 0.95 | 93.8% | 95.7% | 17.2% | 20.7% |
| 10 Years | -1.98 | 0.95 | 93.8% | 95.1% | 14.8% | 17.3% |
| 12 Years | -1.22 | 0.96 | 94.8% | 95.5% | 15.0% | 16.7% |
| 15 Years | -0.89 | 0.96 | 95.8% | 96.3% | 14.0% | 15.3% |
35
Total Holdings
43.8%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Linde India Ltd. | 5.85% |
| 2 | Persistent Systems Ltd. | 5.83% |
| 3 | Aurobindo Pharma Ltd. | 4.70% |
| 4 | Pace Digitek Ltd. | 4.55% |
| 5 | The Federal Bank Ltd. | 4.24% |
| 6 | Coforge Ltd. | 4.17% |
| 7 | Vodafone Idea Ltd. | 4.06% |
| 8 | GMR Airports Ltd. | 3.62% |
| 9 | REC Ltd. | 3.42% |
| 10 | Bharat Heavy Electricals Ltd. | 3.36% |