Taurus Mid Cap Fund - Regular Plan - Growth
Fund House: Taurus Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 05-09-1994
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: NIFTY Midcap 150 TRI
Total Assets: 133.42 As on (30-06-2025)
Expense Ratio: 2.56% As on (30-06-2025)
Turn over: 81.00% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.
NAV as on 25-07-2025
122.2
-2.04
CAGR Since Inception
8.44%
NIFTY Midcap 150 TRI 17.76%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | -3.92 | 20.09 | 22.97 | 14.34 | 8.44 |
| NIFTY MIDCAP 150 TRI | 3.97 | 26.42 | 30.98 | 18.2 | 17.76 |
| Equity: Mid Cap | 2.04 | 23.01 | 27.49 | 15.55 | 18.8 |
Funds Manager
Mr. Hemanshu Srivastava
RETURNS CALCULATORS for Taurus Mid Cap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Period
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End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Taurus Mid Cap Fund - Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Taurus Mid Cap Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Taurus Mid Cap Reg Gr | 05-09-1994 | -3.92 | 16.76 | 20.09 | 22.97 | 14.34 |
| Invesco India MidCap Gr | 19-04-2007 | 15.76 | 32.79 | 29.77 | 29.53 | 17.6 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 7.86 | 26.94 | 0.0 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 7.54 | 29.45 | 26.39 | 31.28 | 17.42 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 5.36 | 25.34 | 23.78 | 29.42 | 17.58 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 5.07 | 25.74 | 28.39 | 31.6 | 17.61 |
| Sundaram MidCap Gr | 01-07-2002 | 4.96 | 27.11 | 25.65 | 28.12 | 14.56 |
| PGIM India Midcap Fund Reg Gr | 05-12-2013 | 4.59 | 17.03 | 15.39 | 26.64 | 14.79 |
| ICICI Pru MidCap Gr | 10-10-2004 | 4.57 | 27.54 | 23.4 | 28.5 | 15.01 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 4.52 | 27.69 | 27.29 | 31.26 | 17.24 |
Asset Allocation (%)
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 | 1.05 | -4.9 | 0.99 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |