MonitorDirect · GrowthWatch before adding
Taurus Mid Cap Fund
Taurus Mutual FundEquity Scheme - Mid Cap Fund13.8 years
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
- NAV
- 130.33
- 30 Oct 2026
- 1Y
- -0.7%
- Trailing CAGR
- Upside capture
- +89%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +90%
- Lower is better
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer Axis Midcap Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Watch
2.36% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -32.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
30% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Hemanshu Srivastava · 2.3 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 46.7% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 33%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.7%
- 3Y+9.5%
- 5Y+10.8%
- 10Y+13.7%
- SI+15.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+7.3%
- 3Y+3.9%
- 5Y+10.4%
- 10Y+14.1%
- Since inception
- +15.5%
- Calendar-day CAGR
- Excess 1Y
- +2.2%
- Category median, same plan and option
- 3Y win rate
- +30%
- Windows beating the median
- 3Y percentile
- 12
- Vs comparable share classes
- SIP 3Y XIRR
- +3.9%
- Simulated monthly SIP
- Worst rolling 3Y
- -3.8%
- 2659 daily-ending windows
- Median rolling 3Y
- +17.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2164 daily-ending windows
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 30 Oct 2026.
- 1Y excess
- +3.6%
- Fund minus TRI
- 3Y excess
- -4.3%
- Fund minus TRI
- Upside capture
- +89%
- Benchmark-up months
- Downside capture
- +90%
- Lower is better
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -32.8%
- Worst peak-to-trough
- Current
- -6.2%
- Below last peak
- Current spell
- 63 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 125 recovered episodes
- Longest recovery
- 546 days
- Trough to prior peak
20 Feb 2020 – 21 Aug 2020
Trough 23 Mar 2020 · recovered in 151 days
-32.8%
4 Jan 2013 – 25 Mar 2014
Trough 28 Aug 2013 · recovered in 209 days
-27.1%
5 Aug 2015 – 28 Jul 2016
Trough 25 Feb 2016 · recovered in 154 days
-24.4%
27 Aug 2024 – 28 Aug 2026
Trough 28 Feb 2025 · recovered in 546 days
-23.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
12
Vs category
64
Consistency
36
Risk-adjusted
55
Drawdown
18
Mean
37
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
31 Aug 2026 · 36 holdings · top 10 are 46.7%.
- Top 5
- 27.1%
- Top 10
- 46.7%
- Largest holding
- 8.0%
- Effective holdings
- 26.6
Megasoft Ltd
Technology
8.0%
Persistent Systems Ltd
Technology
5.6%
Coforge Ltd
Technology
5.2%
Aurobindo Pharma Ltd
Healthcare
5.0%
Net Receivables
Unspecified
4.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
17 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +1.3%
- 3Y
- +16.1%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.82
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.8%
- 3Y
- +15.3%
- Vol
- 14.5%
- Max DD
- -18.6%
- Sharpe
- 0.70
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- -4.4%
- 3Y
- +12.6%
- Vol
- 16.2%
- Max DD
- -32.7%
- Sharpe
- 0.66
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- -1.3%
- 3Y
- +17.7%
- Vol
- 16.4%
- Max DD
- -22.7%
- Sharpe
- 0.67
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
LIC MF Mid Cap Fund
LIC Mutual Fund
- 1Y
- -3.9%
- 3Y
- +13.7%
- Vol
- 16.5%
- Max DD
- -21.5%
- Sharpe
- 0.51
- 3Y win
- +78%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns