ReviewDirect · Growth
Taurus Mid Cap Fund
Taurus Mutual FundEquity Scheme - Mid Cap Fund13.7 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
- 132.58
- 16 Sept 2026
- 1Y
- +1.1%
- Trailing CAGR
- Upside capture
- +89%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +92%
- Lower is better
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+1.1%
- 3Y+8.6%
- 5Y+11.3%
- 10Y+14.2%
- SI+15.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+9.8%
- 3Y+5.5%
- 5Y+11.3%
- 10Y+14.6%
- Since inception
- +15.8%
- Calendar-day CAGR
- Excess 1Y
- -3.7%
- Category median, same plan and option
- 3Y win rate
- +31%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -3.8%
- 2642 daily-ending windows
- Median rolling 3Y
- +17.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2147 daily-ending windows
- SIP 3Y XIRR
- +5.5%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 16 Sept 2026.
- 1Y excess
- -2.1%
- Fund minus TRI
- 3Y excess
- -5.7%
- Fund minus TRI
- Upside capture
- +89%
- Benchmark-up months
- Downside capture
- +92%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 125 recovered episodes
- Longest recovery
- 546 days
- Trough to prior peak
- Current spell
- 19 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
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
0
Vs category
27
Consistency
36
Risk-adjusted
57
Drawdown
18
Mean
28
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.
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
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 16 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- +1.8%
- 3Y
- +13.1%
- Vol
- 16.1%
- Max DD
- -32.7%
- Sharpe
- 0.73
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
LIC MF Mid Cap Fund
LIC Mutual Fund
- 1Y
- +3.9%
- 3Y
- +15.3%
- Vol
- 16.5%
- Max DD
- -21.5%
- Sharpe
- 0.72
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns