Taurus Mid Cap Fund Direct Growth

Scheme code: INF044D01CA9 NAV value: ₹ 117.2400 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 7.04 63.88 36.24 46.76
3 year 14.36 27.93 21.25 24.94
5 year 19.49 28.92 24.03 27.21
7 year 14.59 19.39 17.19 19.09
10 year 15.35 22.20 18.52 19.79

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.29 70.78 45.74 36.24
3 year 17.23 32.24 25.94 21.25
5 year 20.64 32.41 26.7 24.03
7 year 14.08 20.56 18.09 17.19
10 year 14.89 21.02 17.75 18.52
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.1 68.66 47.21 36.24
3 year 17.16 31.71 25.61 21.25
5 year 20.26 31.67 26.2 24.03
7 year 13.13 19.18 16.67 17.19
10 year 14.57 20.81 17.86 18.52
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.34 65.66 45.64 36.24
3 year 16.36 30.89 24.93 21.25
5 year 21.11 31.93 26.72 24.03
7 year 14.28 20.7 18.26 17.19
10 year 15.84 22.38 19.39 18.52
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.55 84.98 58.48 36.24
3 year 17.94 42.14 30.5 21.25
5 year 28.43 40.36 34.39 24.03
7 year 18.07 26.48 23.71 17.19
10 year 20.42 28.64 25.75 18.52
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.56 47.48 31.63 36.24
3 year 6.62 17.63 13.26 21.25
5 year 13.89 23.2 18.63 24.03
7 year 10.19 16.77 14.29 17.19
10 year 12.77 19.08 16.34 18.52

Rolling return for 1 year

Average return: 36.24%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.02 7.04 13.02 7.04 2.99 10.03 01-2024 01-2025
17.11 17.99 23.99 11.45 4.45 17.63 12-2023 12-2024
23.11 22.03 31.06 14.63 5.82 22.71 11-2023 11-2024
27.83 31.05 40.59 19.15 7.67 29.66 10-2023 10-2024
32.08 30.71 36.67 26.33 3.69 31.45 09-2023 09-2024
36.52 36.01 45.26 27.82 6.17 36.4 08-2023 08-2024
43.45 43.14 52.2 34.91 6.12 43.42 07-2023 07-2024
35.09 44.95 53.36 27.68 9.73 40.27 06-2023 06-2024
47.76 49.24 59.16 38.55 7.31 48.68 05-2023 05-2024
54.97 55.02 63.88 46.59 6.11 55.12 04-2023 04-2024
49.96 50.55 63.43 38.15 8.94 50.52 03-2023 03-2024
48.43 49.53 55.17 43.04 4.31 49.04 02-2023 02-2024

Rolling return for 3 year

Average return: 21.25%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.64 16.24 19.64 16.24 1.7 17.94 01-2022 01-2025
20.27 19.53 22.58 17.28 1.89 19.92 12-2021 12-2024
18.22 16.77 20.71 14.36 2.3 17.52 11-2021 11-2024
17.36 18.35 21.14 14.65 2.32 17.88 10-2021 10-2024
21.77 21.19 23.17 19.82 1.2 21.49 09-2021 09-2024
22.97 22.66 25.54 20.15 1.91 22.83 08-2021 08-2024
22.2 23.1 24.63 20.7 1.43 22.66 07-2021 07-2024
19.52 22.7 24.68 17.62 2.74 21.13 06-2021 06-2024
22.6 23.08 25.68 20.07 1.99 22.86 05-2021 05-2024
23.73 23.88 26.05 21.59 1.58 23.81 04-2021 04-2024
21.52 22.47 25.05 19.01 2.16 22.01 03-2021 03-2024
26.05 23.87 27.93 22.05 2.22 24.98 02-2021 02-2024

Rolling return for 5 year

Average return: 24.03%
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.24 21.48 23.24 21.48 0.88 22.36 01-2020 01-2025
23.39 24.1 24.8 22.7 0.78 23.75 12-2019 12-2024
22.54 23.67 24.08 22.14 0.79 23.11 11-2019 11-2024
24.49 25.21 26.88 22.84 1.45 24.86 10-2019 10-2024
27.48 26.05 28.35 25.19 1.23 26.77 09-2019 09-2024
27.33 28.02 28.92 26.44 0.91 27.68 08-2019 08-2024
26.96 25.76 28.47 24.28 1.54 26.37 07-2019 07-2024
22.23 24.1 25.37 20.99 1.68 23.17 06-2019 06-2024
23.5 23.47 25.35 21.65 1.31 23.49 05-2019 05-2024
21.86 22.54 23.23 21.17 0.77 22.2 04-2019 04-2024
21.25 21.57 23.35 19.49 1.37 21.42 03-2019 03-2024
23.38 23.06 24.48 21.97 0.89 23.22 02-2019 02-2024

Rolling return for 7 year

Average return: 17.19%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.27 14.59 15.27 14.59 0.34 14.93 01-2018 01-2025
15.93 15.87 16.88 14.93 0.69 15.9 12-2017 12-2024
15.81 15.97 16.85 14.93 0.68 15.89 11-2017 11-2024
16.63 17.28 18.22 15.7 0.92 16.96 10-2017 10-2024
18.17 17.56 18.75 16.99 0.66 17.87 09-2017 09-2024
18.34 18.34 19.39 17.3 0.74 18.34 08-2017 08-2024
18.16 18.4 19.16 17.41 0.62 18.28 07-2017 07-2024
16.65 18.17 18.78 16.05 1.1 17.41 06-2017 06-2024
17.25 17.4 18.5 16.16 0.83 17.33 05-2017 05-2024
17.48 17.33 18.42 16.39 0.72 17.4 04-2017 04-2024
17.39 17.89 18.84 16.46 0.86 17.65 03-2017 03-2024
18.23 18.43 18.98 17.68 0.47 18.33 02-2017 02-2024

Rolling return for 10 year

Average return: 18.52%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.24 15.35 16.24 15.35 0.44 15.8 01-2015 01-2025
16.65 16.38 17.32 15.71 0.58 16.52 12-2014 12-2024
16.15 16.35 16.88 15.62 0.45 16.25 11-2014 11-2024
17.37 17.54 18.5 16.42 0.74 17.46 10-2014 10-2024
18.11 17.79 18.52 17.39 0.42 17.95 09-2014 09-2024
18.67 18.71 19.41 17.97 0.51 18.69 08-2014 08-2024
19.02 18.89 19.73 18.18 0.55 18.95 07-2014 07-2024
17.97 18.63 19.48 17.14 0.86 18.3 06-2014 06-2024
20.24 19.13 21.13 18.25 1.09 19.69 05-2014 05-2024
20.46 20.71 21.13 20.04 0.4 20.58 04-2014 04-2024
20.47 20.46 21.51 19.43 0.74 20.47 03-2014 03-2024
21.66 21.51 22.2 20.97 0.44 21.58 02-2014 02-2024