Taurus Mid Cap Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Over 32 years of operational history across different market cycles.
- 5-Year CAGR of 10.75% demonstrates steady long-term compounding.
- Expense ratio (2.79%) is higher than category median (2.11%), which creates fee drag over time.
- Experienced a maximum drawdown of -80.9% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +1.93% | +4.07% | -2.14% |
| 3 Months | -0.04% | -1.98% | +1.94% |
| 6 Months | +8.08% | +3.41% | +4.67% |
| 1 Year | +4.26% | +3.63% | +0.63% |
| 3 Years CAGR | +10.27% | +15.02% | -4.75% |
| 5 Years CAGR | +10.75% | +12.65% | -1.90% |
| 7 Years CAGR | +16.96% | +19.98% | -3.02% |
| 10 Years CAGR | +14.62% | +15.76% | -1.14% |
| Since Inception | +10.70% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Taurus Mid Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +7.26% | +5.43% | +1.83% |
| 2025 | +0.77% | +1.71% | -0.94% |
| 2024 | +11.32% | +29.27% | -17.95% |
| 2023 | +38.38% | +37.88% | +0.50% |
| 2022 | +6.74% | +2.02% | +4.72% |
| 2021 | +32.67% | +48.43% | -15.76% |
| 2020 | +25.53% | +24.33% | +1.20% |
| 2019 | +1.61% | +5.15% | -3.54% |
| 2018 | -7.01% | -12.21% | +5.20% |
| 2017 | +46.13% | +41.38% | +4.75% |
| 2016 | +3.21% | +3.21% | 0.00% |
| 2015 | +7.80% | +8.03% | -0.23% |
| 2014 | +60.71% | +73.48% | -12.77% |
| 2013 | +0.92% | +4.64% | -3.72% |
| 2012 | +49.79% | +45.00% | +4.79% |
| 2011 | -30.45% | -24.73% | -5.72% |
| 2010 | +13.99% | +18.72% | -4.73% |
| 2009 | +90.92% | +97.88% | -6.96% |
| 2008 | -75.17% | -62.20% | -12.97% |
| 2007 | +100.71% | +64.08% | +36.63% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -77.18% | +16.90% | +12.39% | +135.69% | 67.4% | 17.1% |
| 3-Year Rolling | -22.12% | +12.98% | +15.21% | +38.23% | 83.8% | 0.0% |
| 5-Year Rolling | -11.26% | +13.38% | +14.89% | +29.10% | 86.3% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -80.9% | 14 months | 77 months |
| 2006-05-10 | 2006-06-14 | -43.9% | 1 months | 7 months |
| 2018-01-15 | 2020-03-23 | -32.9% | 26 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related securities-Midcap companies: 65-100%; Equity & Equity related securities-Other companies: 0-35%; Debt, Cash & Money Market securities including Gold ETF and Silver ETF: 0-20% | Per Scheme Mandate |
Investment Objective & Strategy
The prime objective of the scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 142 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| PGIM India Midcap Fund | 3.4 | +10.77% | 1.96% | 86.7% | Rs 10,968 cr | Compare → |
| SBI MIDCAP FUND | 3.0 | +9.20% | 1.80% | 87.5% | Rs 23,604 cr | Compare → |
| DSP Midcap Fund | 3.5 | +12.47% | 1.73% | 99.8% | Rs 20,109 cr | Compare → |
| quant Mid Cap Fund | 3.6 | +9.52% | 2.06% | 86.3% | Rs 7,919 cr | Compare → |
| Tata Mid Cap Fund | 4.1 | +13.17% | 1.99% | 86.1% | Rs 6,151 cr | Compare → |
Frequently Asked Questions about Taurus Mid Cap Fund
What is the expense ratio of Taurus Mid Cap Fund?
Taurus Mid Cap Fund has a total expense ratio (TER) of 2.79% with a base expense ratio of 2.09%, compared to the Mid Cap category median of 2.11%.
Who manages Taurus Mid Cap Fund?
Taurus Mid Cap Fund is managed by Anuj Kapil (tenure: 3.0 years since 2023-11-15).
What are the historical returns of Taurus Mid Cap Fund?
Taurus Mid Cap Fund delivered a 3-year CAGR of 10.27% and a 5-year CAGR of 10.75%. Its 1-year return stands at +4.26%.
How large is Taurus Mid Cap Fund?
Taurus Mid Cap Fund manages assets of Rs 142 cr, placing it in the 'too small' size band relative to Mid Cap peers.
How is Taurus Mid Cap Fund scored on MFIQ?
Taurus Mid Cap Fund holds an MFIQ Score of 1.4/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Taurus Mid Cap Fund?
Taurus Mid Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 18.24% with a maximum historical drawdown of -80.94%.