Taurus Mid Cap Fund - Direct Plan - Growth
code 118872 Mid Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 1.60% | -3.95% | -7.02% | 3.07% | 2026-10-09 → 2026-11-09 |
| 3M | -0.93% | 7.78% | -3.44% | 11.22% | 2026-08-07 → 2026-11-09 |
| 6M | 7.05% | 19.30% | 9.90% | 9.41% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.79% | 6.15% | 4.81% | 1.34% | 2025-11-07 → 2026-11-09 |
| 3Y | 10.64% | 9.18% | 13.65% | -4.47% | 2023-11-09 → 2026-11-09 |
| 5Y | 10.80% | 11.65% | 14.85% | -3.20% | 2021-11-09 → 2026-11-09 |
| 7Y | 17.40% | 17.46% | 21.16% | -3.70% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.86% | 14.49% | 16.76% | -2.27% | 2016-11-09 → 2026-11-09 |
| since inception | 15.82% | 15.78% | 17.51% | -1.73% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 61.30% | 8.58% | 3.84% | 46.63% | -6.57% | 2.11% | 26.00% | 33.19% | 7.11% | 38.83% | 11.76% | 1.21% |
| benchmark | 62.67% | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,128 | 20.00% | 14.91% | -24.21% | 95.30% | 77% | 36% |
| 3 years | 2,640 | 17.57% | 17.58% | -3.76% | 38.40% | 99% | 20% |
| 5 years | 2,147 | 16.86% | 17.01% | 1.65% | 29.72% | 100% | 16% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 9.42% | 10.81% | 13.72% |
| volatility | 18.51% | 17.88% | 18.61% |
| max drawdown | -23.93% | -23.93% | -32.80% |
| downside deviation | 12.24% | 11.55% | 12.66% |
| Sharpe ratio | 0.26 | 0.35 | 0.50 |
| Sortino ratio | 0.39 | 0.53 | 0.73 |
| Calmar ratio | 0.39 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★☆☆☆ (3y ★☆☆☆☆ · 5y ★☆☆☆☆ · 10y ★★★☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 97th | 86th | 63rd |
| volatility | 65th | 96th | 25th |
| Sharpe | 97th | 86th | 63rd |
| Sortino | 97th | 86th | 63rd |
| worst fall | 90th | 91st | 13th |
| risk-adjusted return (MRAR) | 100th | 91st | 63rd |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.