Taurus Mid Cap Fund

Mid CapEquityVery High risk Rank 33 of 35

NAV · Direct-Growth

₹136.10-0.59-0.43%

As of 7 Oct 2026 · AMFI

NAV growth+5.9%

Oct ’25Oct ’26

Arthkar verdictMixed picture

Returns

Mixed vs category

2 of 3 periods ahead

Cost

High

1.69% vs 0.67% peers

Volatility

Above average

18.4% vs 18.0% cat (3Y)

Consistency

Strong

positive in 11 of 12 years

Beats its Mid Cap category on 1Y & 5Y but trails on 3Y — but has run more volatile than peers.

1Y return

+5.9%

+6.9 vs cat

3Y CAGR

+9.7%

-2.2 vs cat

5Y CAGR

+11.3%

+0.4 vs cat

AUM

₹124.78 Cr

fund size

Expense

1.69%

direct plan

Volatility 3Y

18.4%

▲ vs 18.0%

Go deeper on Taurus Mid Cap Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Taurus Mid Cap Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Taurus Mid Cap Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Taurus Mid Cap Fund is a Mid Cap scheme from Taurus. The portfolio is ~96% in equities. Long-run track record: about 11.3% CAGR over 5 years. Volatility is high — expect 30 %+ paper losses during major corrections. Worst historical drawdown: -33% in Mar 2020, recovered in 5 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF044D01CA9

NAV (Direct-Growth)

₹136.1000

Last 1Y

+5.88%

Oct 25Min ₹108.45 · Max ₹138.92 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-32.8%

Peak ₹49.17 on 20 Feb 2020 → trough ₹33.04 on 23 Mar 2020 (1 months down).

Recovered in 5 months· 21 Aug 2020

Aug 2013

-27.1%

Peak ₹17.96 on 4 Jan 2013 → trough ₹13.10 on 28 Aug 2013 (8 months down).

Recovered in 7 months· 25 Mar 2014

Feb 2016

-24.4%

Peak ₹33.67 on 5 Aug 2015 → trough ₹25.47 on 25 Feb 2016 (7 months down).

Recovered in 5 months· 28 Jul 2016

Feb 2025

-23.9%

Peak ₹138.51 on 27 Aug 2024 → trough ₹105.37 on 28 Feb 2025 (6 months down).

Recovered in 18 months· 28 Aug 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
1.69% — significantly above category norm.
AUM size
₹0.1K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 54.8% — diversified across sectors.
Style drift
Allocation matches the declared category mandate.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+1.31%	+0.39%	2/ 40
1M	+0.42%	-4.19%	1/ 40
3M	+7.19%	-1.92%	1/ 39
6M	+19.67%	+7.69%	4/ 39
YTD	+7.07%	-2.13%	6/ 37
1Y	+5.88%	-1.03%	10/ 37
2Y	+2.31%	-1.05%	19/ 35
3Y	+9.73%	+11.98%	33/ 35
5Y	+11.34%	+10.91%	23/ 29
7Y	+18.39%	+18.01%	21/ 27
10Y	+14.14%	+13.13%	14/ 24

Portfolio composition

Asset allocation

Equity96.01%
Cash3.99%

By market cap

Mid cap70.11%
Small cap12.26%
Others17.63%

Concentration

Holdings

Avg market cap

₹33.9K Cr

Top 10 stocks

43.79%

Top 5 stocks

25.17%

Top 3 sectors

54.75%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

2
Linde India Ltd
—6.33%
1
Linde India Ltd
—5.85%
2
Persistent Systems Ltd
—5.83%
3
Aurobindo Pharma Ltd
—4.90%
3
Aurobindo Pharma Ltd
—4.70%
4
Pace Digitek Ltd
—4.55%
4
Persistent Systems Ltd
—4.47%
5
The Federal Bank Ltd
—4.36%
5
The Federal Bank Ltd
—4.24%
6
Coforge Ltd
—4.17%
7
Vodafone Idea Ltd
—4.06%
6
Pace Digitek Ltd
—3.87%
7
Bank of India
—3.77%
8
Coforge Ltd
—3.74%
8
GMR Airports Ltd
—3.62%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio17.7031.18-13.48
P/B ratio2.974.54-1.57
Price / Sales2.673.40-0.73
Price / Cash Flow20.9122.96-2.05
Dividend yield1.16%0.80%+0.36
Return on equity (ROE)16.35%18.19%-1.84

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
18.8618.3317.5819.4017.9716.47
Sharpe ratio
Risk-adjusted return — higher is better.
-0.510.310.390.010.720.68
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.710.470.600.041.131.09
Beta
1 = moves with the market. <1 = less volatile.
0.950.981.000.960.950.93

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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