Taurus Mid Cap Fund - Regular Plan - Growth

Taurus Mid Cap Fund - Regular Plan - Growth

Buy
Category: Equity: Mid Cap
Launch Date: 05-09-1994
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 2.56% As on (31-05-2025)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 12.8 Cr As on (30-05-2025)
Turn over: 117
NAV as on 13-06-2025

120.84

-0.74 (-0.6124%)

CAGR Since Inception

8.43%

NIFTY Midcap 150 TRI 17.77%

PERFORMANCE of Taurus Mid Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Mid Cap Fund - Regular Plan - Growth -2.34 22.76 24.19 15.21 8.43
NIFTY MIDCAP 150 TRI 6.43 28.23 32.7 19.1 17.77
Equity: Mid Cap 4.68 26.33 29.33 16.45 18.82

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Hemanshu Srivastava

Investment Objective

The prime objective of the scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.

RETURNS CALCULATOR for Taurus Mid Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Taurus Mid Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Mid Cap Fund - Regular Plan - Growth 15.94 0.84 -4.54 0.98 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Taurus Mid Cap Fund - Regular Plan - Growth

Period
Data as on - 13-06-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Mid Cap Fund - Regular Plan - Growth 05-09-1994 -2.34 19.27 22.76 24.19 15.21
Invesco India Midcap Fund - Growth Option 19-04-2007 16.43 33.13 31.45 30.47 17.93
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 12.12 30.05 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 12.12 31.8 30.87 33.56 18.44
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 10.77 32.18 35.19 36.55 17.99
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 8.1 30.51 29.33 29.59 15.6
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 7.3 28.21 31.8 33.12 18.05
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 7.23 30.79 30.16 33.36 18.29
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 6.97 25.21 0.0 0.0 0.0
Franklin India Prima Fund-Growth 01-12-1993 6.84 27.94 28.84 27.66 15.6

PORTFOLIO ANALYSIS of Taurus Mid Cap Fund - Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Mf Online Inc (with ARN code 160300) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

BSE
Member Code: 32262
AMFI
ARN: 160300