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OmniAsset › Mutual funds › Taurus Mid Cap Fund

Taurus Mid Cap Fund

Mid Cap fund benchmarked to Nifty Midcap 150 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV3 Sep 2026114.45
CategoryMid Cap
PlanRegular · Idcw
Launched5 Sep 1994
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Midcap 150 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.09%
AUM₹1.45 Cr
Growth of ₹10,000₹17,8223 Sep 2021 to 3 Sep 2026
₹18,197₹15,792₹13,387₹10,982₹8,577Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,822 (+12.3% a year) Taurus Mid Cap Fund

Performance (trailing, annualised)

1Y annualised5.78%
3Y annualised9.34%
5Y annualised12.25%
10Y annualised12.67%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,30,07515.88%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,00,2086.99%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,11,12412.01%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202132.66%
Calendar 20226.74%
Calendar 202338.35%
Calendar 202411.33%
Calendar 20250.76%

Rolling returns

Rolling 1Y · average860 windows since 6 Jan 201017.66%
Rolling 1Y · median11.51%
Rolling 1Y · worst window-30.24%
Rolling 1Y · best window133.20%
Rolling 1Y · windows positive70%
Rolling 3Y · average757 windows since 4 Jan 201215.46%
Rolling 3Y · median16.04%
Rolling 3Y · worst window-8.28%
Rolling 3Y · best window37.35%
Rolling 3Y · windows positive95%
Rolling 5Y · average653 windows since 6 Jan 201415.74%
Rolling 5Y · median15.44%
Rolling 5Y · worst window-0.56%
Rolling 5Y · best window28.06%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.51%
Downside deviation (3Y)14.24%
Maximum drawdown-24.09%

Management

Fund managerMr. Anuj Kapil, Mr. Hemanshu Srivastava
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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