Taurus Mid Cap Fund - Regular Plan - Growth

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NAV
₹ 121.68 ₹ 0.07 (0.06 %)
as on 06-01-2026
Asset Size (AUM)
131.81 Cr
Launch Date
Sep 05, 1994
Investment Objective
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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Sep 05, 1994
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8.29

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.65 %
Expense Ratio
2.55%
Volatility
15.94 %
Fund House
Taurus Mutual Fund
Fund Manager
Mr. Hemanshu Srivastava
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
1% if exited on or before 365 days. Nil, if exited after 365 days.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 06-01-2026

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Taurus Mid Cap Fund - Regular Plan - Growth 05-09-1994 3.8 5.31 16.49 16.66 14.79
ICICI Prudential MidCap Fund - Growth 10-10-2004 14.02 18.05 23.84 22.15 16.35
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 11.06 13.06 20.83 21.44 0.0
HDFC Mid Cap Fund - Growth Plan 25-06-2007 9.22 16.93 26.01 24.89 18.4
Invesco India Midcap Fund - Growth Option 19-04-2007 7.92 22.63 27.37 23.33 18.09
Tata Mid Cap Fund Regular Plan- Growth Option 01-07-1994 7.76 13.01 22.82 20.15 16.01
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 7.0 16.13 24.95 0.0 0.0
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 6.75 18.03 26.57 0.0 0.0
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 6.22 15.13 21.18 0.0 0.0
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 6.15 14.31 25.77 24.13 18.29
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings