Taurus Mid Cap Fund Direct Growth

Scheme code: INF044D01CA9 NAV value: ₹ 114.6000 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-11.99	59.16	21.86	35.89
3 year	10.86	33.99	22.21	26.04
5 year	4.52	28.92	16.52	18.23
7 year	10.27	21.50	16.22	17.11
10 year	12.83	23.16	18.39	19.58
12 year	16.20	18.28	17.51	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	31.47	21.86
3 year	11.28	45.45	26.77	22.21
5 year	0.26	39.21	16.85	16.52
7 year	4.3	21.04	14.25	16.22
10 year	0.52	21.2	10.83	18.39
12 year	0.21	19.63	10.59	17.51
15 year	4.97	19.36	10.42

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	66.14	33.04	21.86
3 year	11.11	42.73	26.14	22.21
5 year	-1.26	37.55	15.32	16.52
7 year	4.52	19.53	13.78	16.22
10 year	3.36	21.04	13.39	18.39
12 year	3.48	19.67	13.11	17.51
15 year	7.73	20.72	13.12

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	65.65	32.3	21.86
3 year	13.26	42.26	26.03	22.21
5 year	1.81	36.78	17.18	16.52
7 year	7.26	20.87	16.01	16.22
10 year	5.58	22.47	14.64	18.39
12 year	4.77	21.65	14.31	17.51
15 year	8.49	22.29	14.1

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	86.3	40.82	21.86
3 year	14.52	45.86	31.89	22.21
5 year	6.87	40.38	22.64	16.52
7 year	14.14	28.21	22.13	16.22
10 year	14.44	28.8	21.88	18.39
12 year	10.67	28.77	21.49	17.51
15 year	14.1	29.21	20.86

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	24.07	21.86
3 year	4.76	30.51	15.95	22.21
5 year	5.2	25.56	14.62	16.52
7 year	8.9	21.06	15.85	16.22
10 year	9.82	25.87	17	18.39
12 year	11.27	24.54	16.77	17.51
15 year	12.8	22.2	16.57

Rolling return for 1 year

- Average return: 21.86% - Median return: 25.16% - Average standard deviation: 6.01

Rolling return for 3 year

- Average return: 22.21% - Median return: 22.59% - Average standard deviation: 2.17

Rolling return for 5 year

- Average return: 16.52% - Median return: 16.47% - Average standard deviation: 1.17

Rolling return for 7 year

- Average return: 16.22% - Median return: 16.25% - Average standard deviation: 0.87

Rolling return for 10 year

- Average return: 18.39% - Median return: 18.51% - Average standard deviation: 0.61

Rolling return for 12 year

- Average return: 17.51% - Median return: 17.59% - Average standard deviation: 0.53

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,60,799	60,799	5.07
3 year	36,00,000	48,97,096	12,97,096	10.80
5 year	60,00,000	95,50,264	35,50,264	9.74
7 year	84,00,000	1,51,77,343	67,77,343	8.82
10 year	1,20,00,000	3,05,02,076	1,85,02,076	9.78
12 year	1,44,00,000	4,17,86,999	2,73,86,999	9.28

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	9.32	5.07
3 year	13.53	10.8
5 year	10.89	9.74
7 year	8.53	8.82
10 year	7.27	9.78
12 year	7.46	9.28

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	9.93	5.07
3 year	13.2	10.8
5 year	10.36	9.74
7 year	8.02	8.82
10 year	7.85	9.78
12 year	7.92	9.28

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	9.74	5.07
3 year	12.91	10.8
5 year	10.84	9.74
7 year	8.97	8.82
10 year	8.8	9.78
12 year	8.93	9.28

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	11.63	5.07
3 year	15.42	10.8
5 year	13.92	9.74
7 year	12.09	8.82
10 year	12.95	9.78
12 year	13.14	9.28

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	7.94	5.07
3 year	7.32	10.8
5 year	8.01	9.74
7 year	8.01	8.82
10 year	9.39	9.78
12 year	9.45	9.28

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,60,799 - Absolute Returns: ₹60,799 - CAGR: 5.07%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,97,096 - Absolute Returns: ₹12,97,096 - CAGR: 10.8%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,50,264 - Absolute Returns: ₹35,50,264 - CAGR: 9.74%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,51,77,343 - Absolute Returns: ₹67,77,343 - CAGR: 8.82%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,05,02,076 - Absolute Returns: ₹1,85,02,076 - CAGR: 9.78%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,17,86,999 - Absolute Returns: ₹2,73,86,999 - CAGR: 9.28%