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)

Amount

Period

Start

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 - - - - - -