Should I invest in Taurus Mid Cap Fund?

We don't give personal investment advice. Taurus Mid Cap Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.9%. 5-year CAGR: 11.91%.

Taurus

Taurus Mid Cap Fund - Direct Plan - Growth

Latest NAV

₹122.9100

As of

3 Jun 2026

3,302 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.61%	+0.15%	-0.76	33 / 34	Q4
1W	-1.77%	-1.85%	+0.09	14 / 34	Q2
2W	-0.31%	-0.16%	-0.15	19 / 34	Q3
1M	+0.14%	+0.51%	-0.37	18 / 34	Q3
3M	+5.11%	+4.16%	+0.95	9 / 33	Q2
6M	-4.06%	+0.22%	-4.28	30 / 33	Q4
YTD	-3.68%	+0.48%	-4.15	30 / 33	Q4
1Y	-2.78%	+6.03%	-8.82	31 / 32	Q4
2Y	-1.77%	+6.85%	-8.62	30 / 31	Q4
3Y	+12.28%	+20.47%	-8.19	31 / 31	Q4
4Y	+14.50%	+19.91%	-5.42	24 / 25	Q4
5Y	+11.91%	+17.75%	-5.84	24 / 24	Q4
7Y	+15.50%	+19.64%	-4.13	21 / 22	Q4
10Y	+15.09%	+16.84%	-1.75	15 / 19	Q4
Inception	+15.48%	+18.51%	-3.03	31 / 34	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.68%	+0.48%	-4.15	30 / 33
2025	+0.45%	+2.51%	-2.06	23 / 31
2024	+10.90%	+29.88%	-18.98	31 / 31
2023	+37.74%	+38.88%	-1.14	17 / 30
2022	+7.11%	+4.09%	+3.02	4 / 24
2021	+32.44%	+45.26%	-12.82	22 / 23
2020	+25.84%	+24.48%	+1.36	8 / 22
2019	+2.04%	+4.55%	-2.51	13 / 21
2018	-6.35%	-10.32%	+3.97	4 / 20
2017	+45.07%	+41.26%	+3.81	4 / 20
2016	+3.24%	+4.21%	-0.97	13 / 19

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.35%

152 windows

min -21.3% · max 94.0%

78% positive

3-Year rolling

+17.50%

128 windows

min -3.0% · max 36.6%

98% positive

5-Year rolling

+16.88%

103 windows

min 2.0% · max 27.5%

100% positive

7-Year rolling

+16.11%

79 windows

min 11.6% · max 20.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.44%

3-year · annualised

Sharpe ratio

0.41

vs risk-free 6.5%

Sortino ratio

0.67

Downside-only deviation

Max drawdown

-23.93%

Aug 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹219.0770	3 Jun 2026
NIPPON INDIA GROWTH MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹184.7203	3 Jun 2026
SBI MIDCAP FUND - DIRECT PLAN - GROWTH	SBI	₹261.4456	3 Jun 2026
ICICI Prudential MidCap Fund - Direct Plan - Growth	ICICI Prudential	₹374.7000	3 Jun 2026
Invesco India Midcap Fund - Direct Plan - Growth Option	Invesco	₹220.3000	3 Jun 2026
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN	Bandhan	₹18.8500	3 Jun 2026
quant Mid Cap Fund - Growth Option - Direct Plan	Quant	₹245.6593	3 Jun 2026
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹896.8300	3 Jun 2026
Motilal Oswal Midcap Fund-Direct Plan-Growth Option	Motilal Oswal	₹104.1164	3 Jun 2026
Franklin India Mid Cap Fund - Direct - Growth	Franklin India	₹3,000.7955	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹122.9100
2 Jun 2026	₹123.6600
1 Jun 2026	₹122.1500
29 May 2026	₹123.8000
27 May 2026	₹125.1200
26 May 2026	₹125.5600
25 May 2026	₹125.4700
22 May 2026	₹123.7500
21 May 2026	₹123.5500
20 May 2026	₹123.2900

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Taurus Mid Cap Fund - Direct Plan - Growth is ₹122.9100. It's a Mid Cap Fund from Taurus, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Mid Cap Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Taurus Mid Cap Fund - Direct Plan - Growth is managed by Taurus. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Mid Cap Fund - Direct Plan - Growth has delivered a absolute return of -2.78% — -8.82 pp behind the Mid Cap Fund category average of 6.03%. The fund ranks #31 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Mid Cap Fund - Direct Plan - Growth has delivered a CAGR of 12.28% — -8.19 pp behind the Mid Cap Fund category average of 20.47%. The fund ranks #31 of 31 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Taurus Mid Cap Fund - Direct Plan - Growth has delivered a CAGR of 11.91% — -5.84 pp behind the Mid Cap Fund category average of 17.75%. The fund ranks #24 of 24 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus Mid Cap Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹407,797 today — a multiplier of 4.08×, based on the 10-year CAGR of 15.09%. The category average over the same window would have grown ₹1 lakh to ₹474,182.

A ₹10,000 monthly SIP in Taurus Mid Cap Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹761,917 today. That's an XIRR (money-weighted annualised return) of 9.48%.

A ₹10,000 monthly SIP for 10 years in Taurus Mid Cap Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,482,192 (multiplier 2.07×). XIRR: 13.91%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Mid Cap Fund - Direct Plan - Growth ranks #24 out of 24 funds in the Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 17.75%; this fund delivered 11.91%.

The worst peak-to-trough decline Taurus Mid Cap Fund - Direct Plan - Growth has experienced over the last 5-year window is 23.93% — its NAV fell from a high on 27 Aug 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Taurus Mid Cap Fund - Direct Plan - Growth averaged 16.88% (best 27.53%, worst 2.01%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Taurus Mid Cap Fund - Direct Plan - Growth returned 0.45% — lagging the Mid Cap Fund category average of 2.51% by 2.06 pp. It ranked #23 of 31 in its category that year.

Taurus Mid Cap Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Taurus Mid Cap Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.9%. 5-year CAGR: 11.91%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.