Aeterna Wealth
Mid Cap · Direct plan · Growth

Taurus Mid Cap Fund (Direct)

Taurus Mutual Fund · benchmark Nifty Midcap 150 TRI · 13.8 years old · AMFI code 118872

C
Track-record rating: 28 of 28 in Mid Cap

C (bottom 30%), score 10.1 out of 100. Describes the past, not a forecast.

Capped at C: persistently behind its index and most peers over rolling 3-year periods.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months9.9%0.9%+9.0%4 / 32
1 year3.2%1.4%+1.9%23 / 30
3 years (a year)10.7%15.3%-4.6%28 / 28
5 years (a year)11.3%14.4%-3.1%21 / 21

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y18.5%
Max fall, 5Y-23.9%
Up capture, 3Y88
Down capture, 3Y97
Information ratio, 3Y-0.49
Jensen's alpha, 3Y-4.5%
Beta, 3Y0.99
Sharpe, 3Y0.21

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Taurus Mid Cap Fund (Direct plan)?

₹135.51 on 5 Nov 2026 (Growth option).

What is the expense ratio of Taurus Mid Cap Fund (Direct)?

2.35% a year; the Regular plan's is 2.79%.

What return has Taurus Mid Cap Fund given over 3 years?

10.7% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.

How is Taurus Mid Cap Fund rated?

C: 28 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Taurus Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.