Aeterna Wealth
Mid Cap · Regular plan · Growth

Taurus Mid Cap Fund (Regular)

Taurus Mutual Fund · benchmark Nifty Midcap 150 TRI · 20.6 years old · AMFI code 100477

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

C (bottom 30%), score 14.2 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 months9.7%0.9%+8.8%2 / 32
1 year2.8%1.4%+1.4%23 / 30
3 years (a year)10.2%15.3%-5.1%28 / 28
5 years (a year)10.9%14.4%-3.5%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-24.1%
Up capture, 3Y87
Down capture, 3Y98
Information ratio, 3Y-0.56
Jensen's alpha, 3Y-5.0%
Beta, 3Y0.99
Sharpe, 3Y0.18

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 (Regular plan)?

₹127.60 on 5 Nov 2026 (Growth option).

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

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

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

10.2% a year (Regular 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 Regular 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.