Previously Known As : Taurus Discovery (Midcap) Fund
Taurus Mid Cap Fund Datagrid
Category Mid Cap Fund
BMSMONEY Rank 25
Rating
Growth Option 27-01-2026
NAV ₹113.38(R) +0.5% ₹119.97(D) +0.51%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.6% 15.23% 15.87% 15.88% 15.08%
Direct 4.06% 15.68% 16.31% 16.34% 15.56%
Nifty Midcap 150 TRI 10.93% 23.39% 22.46% 20.73% 18.68%
SIP (XIRR) Regular -5.05% 5.05% 10.62% 14.15% 13.96%
Direct -4.61% 5.51% 11.07% 14.61% 14.42%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.56 0.29 0.45 -8.52% 0.09
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
16.56% -20.0% -24.07% 1.0 11.87%
Fund AUM As on: 30/12/2025 131 Cr
Top Mid Cap Fund
Fund Name Rank Rating
Hdfc Mid Cap Opportunities Fund 1
Whiteoak Capital Mid Cap Fund 2
Invesco India Midcap Fund 3
Edelweiss Mid Cap Fund 4
Icici Prudential Midcap Fund 5
Sundaram Mid Cap Fund 6

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 101.07
0.5100
0.5100%
Taurus Mid Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 106.57
0.5400
0.5100%
Taurus Mid Cap Fund - Regular Plan - Growth 113.38
0.5600
0.5000%
Taurus Mid Cap Fund - Direct Plan - Growth 119.97
0.6100
0.5100%

Review Date: 27-01-2026

Beginning of Analysis

Taurus Mid Cap Fund is the 21st ranked fund in the Mid Cap Fund category. The category has total 24 funds. The 1 star rating shows a very poor past performance of the Taurus Mid Cap Fund in Mid Cap Fund. The fund has a Jensen Alpha of -8.52% which is lower than the category average of -0.7%, showing poor performance. The fund has a Sharpe Ratio of 0.56 which is lower than the category average of 0.98.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Mid Cap Mutual Funds are ideal for aggressive investors seeking higher returns by investing in mid-cap companies with significant growth potential. These funds invest primarily in companies ranked 101st to 250th by market capitalization, offering a portfolio of high-growth stocks. While they provide the potential for significant capital appreciation, they also carry higher risks due to the volatility of mid-cap stocks. Investors should have a long-term investment horizon and a high risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to identify and manage high-growth mid-cap stocks effectively.

Taurus Mid Cap Fund Return Analysis

The Taurus Mid Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Mid Cap Fund peers and the Nifty Midcap 150 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of -5.24%, -8.99 and -6.26 in last one, three and six months respectively. In the same period the category average return was -4.6%, -5.67% and -2.0% respectively.
  • Taurus Mid Cap Fund has given a return of 4.06% in last one year. In the same period the Nifty Midcap 150 TRI return was 10.93%. The fund has given 6.87% less return than the benchmark return.
  • The fund has given a return of 15.68% in last three years and rank 25th out of 27 funds in the category. In the same period the Nifty Midcap 150 TRI return was 23.39%. The fund has given 7.71% less return than the benchmark return.
  • Taurus Mid Cap Fund has given a return of 16.31% in last five years and category average returns is 21.3% in same period. The fund ranked 20th out of 21 funds in the category. In the same period the Nifty Midcap 150 TRI return was 22.46%. The fund has given 6.15% less return than the benchmark return.
  • The fund has given a return of 15.56% in last ten years and ranked 16th out of 17 funds in the category. In the same period the Nifty Midcap 150 TRI return was 18.68%. The fund has given 3.12% less return than the benchmark return.
  • The fund has given a SIP return of -4.61% in last one year whereas category average SIP return is 2.18%. The fund one year return rank in the category is 25th in 28 funds
  • The fund has SIP return of 5.51% in last three years and ranks 26th in 27 funds. Edelweiss Mid Cap Fund has given the highest SIP return (19.31%) in the category in last three years.
  • The fund has SIP return of 11.07% in last five years whereas category average SIP return is 16.79%.

Taurus Mid Cap Fund Risk Analysis

  • The fund has a standard deviation of 16.56 and semi deviation of 11.87. The category average standard deviation is 15.39 and semi deviation is 11.47.
  • The fund has a Value at Risk (VaR) of -20.0 and a maximum drawdown of -24.07. The category average VaR is -20.54 and the maximum drawdown is -20.49. The fund has a beta of 0.99 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Mid Cap Fund Category
  • Good Performance in Mid Cap Fund Category
  • Poor Performance in Mid Cap Fund Category
  • Very Poor Performance in Mid Cap Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty Midcap 150 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.28 -4.43
    -4.68
    		-9.16 | -2.10 22 | 28 Poor
    3M Return % -9.10 -4.19
    -5.92
    		-12.81 | -1.86 25 | 28 Poor
    6M Return % -6.48 -0.68
    -2.52
    		-11.22 | 2.01 24 | 28 Poor
    1Y Return % 3.60 10.93
    8.04
    		-7.78 | 17.25 23 | 28 Poor
    3Y Return % 15.23 23.39
    21.00
    		12.48 | 25.71 25 | 27 Poor
    5Y Return % 15.87 22.46
    20.00
    		14.86 | 25.51 20 | 21 Poor
    7Y Return % 15.88 20.73
    19.09
    		15.88 | 22.37 19 | 19 Poor
    10Y Return % 15.08 18.68
    16.21
    		14.00 | 18.74 14 | 17 Average
    15Y Return % 14.39 16.62
    16.07
    		13.70 | 18.66 12 | 14 Average
    1Y SIP Return % -5.05
    1.07
    		-16.40 | 11.26 23 | 28 Poor
    3Y SIP Return % 5.05
    12.32
    		1.06 | 17.69 26 | 27 Poor
    5Y SIP Return % 10.62
    15.54
    		9.74 | 21.04 19 | 21 Poor
    7Y SIP Return % 14.15
    18.62
    		14.15 | 22.77 19 | 19 Poor
    10Y SIP Return % 13.96
    16.64
    		13.96 | 19.59 17 | 17 Poor
    15Y SIP Return % 15.42
    17.14
    		15.12 | 19.60 12 | 14 Average
    Standard Deviation 16.56
    15.39
    		13.01 | 17.89 23 | 27 Poor
    Semi Deviation 11.87
    11.47
    		9.76 | 13.57 20 | 27 Average
    Max Drawdown % -24.07
    -20.49
    		-25.01 | -16.42 26 | 27 Poor
    VaR 1 Y % -20.00
    -20.54
    		-24.10 | -14.75 12 | 27 Good
    Average Drawdown % -7.81
    -7.20
    		-12.38 | -3.92 19 | 27 Average
    Sharpe Ratio 0.56
    0.98
    		0.48 | 1.34 25 | 27 Poor
    Sterling Ratio 0.45
    0.71
    		0.41 | 0.96 26 | 27 Poor
    Sortino Ratio 0.29
    0.47
    		0.24 | 0.67 25 | 27 Poor
    Jensen Alpha % -8.52
    -0.70
    		-9.33 | 4.41 25 | 26 Poor
    Treynor Ratio 0.09
    0.16
    		0.08 | 0.22 24 | 26 Poor
    Modigliani Square Measure % 14.69
    21.96
    		13.15 | 28.55 25 | 26 Poor
    Alpha % -8.36
    -3.00
    		-11.30 | 2.51 24 | 26 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty Midcap 150 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.24 -4.43 -4.60 -9.09 | -2.05 22 | 28 Poor
    3M Return % -8.99 -4.19 -5.67 -12.63 | -1.70 25 | 28 Poor
    6M Return % -6.26 -0.68 -2.00 -10.75 | 2.82 26 | 28 Poor
    1Y Return % 4.06 10.93 9.21 -6.77 | 18.18 23 | 28 Poor
    3Y Return % 15.68 23.39 22.36 13.91 | 27.44 25 | 27 Poor
    5Y Return % 16.31 22.46 21.30 15.97 | 26.88 20 | 21 Poor
    7Y Return % 16.34 20.73 20.37 16.34 | 24.18 19 | 19 Poor
    10Y Return % 15.56 18.68 17.37 15.02 | 19.76 16 | 17 Poor
    1Y SIP Return % -4.61 2.18 -15.48 | 12.18 25 | 28 Poor
    3Y SIP Return % 5.51 13.63 2.29 | 19.31 26 | 27 Poor
    5Y SIP Return % 11.07 16.79 11.07 | 21.86 21 | 21 Poor
    7Y SIP Return % 14.61 19.91 14.61 | 24.20 19 | 19 Poor
    10Y SIP Return % 14.42 17.81 14.42 | 20.70 17 | 17 Poor
    Standard Deviation 16.56 15.39 13.01 | 17.89 23 | 27 Poor
    Semi Deviation 11.87 11.47 9.76 | 13.57 20 | 27 Average
    Max Drawdown % -24.07 -20.49 -25.01 | -16.42 26 | 27 Poor
    VaR 1 Y % -20.00 -20.54 -24.10 | -14.75 12 | 27 Good
    Average Drawdown % -7.81 -7.20 -12.38 | -3.92 19 | 27 Average
    Sharpe Ratio 0.56 0.98 0.48 | 1.34 25 | 27 Poor
    Sterling Ratio 0.45 0.71 0.41 | 0.96 26 | 27 Poor
    Sortino Ratio 0.29 0.47 0.24 | 0.67 25 | 27 Poor
    Jensen Alpha % -8.52 -0.70 -9.33 | 4.41 25 | 26 Poor
    Treynor Ratio 0.09 0.16 0.08 | 0.22 24 | 26 Poor
    Modigliani Square Measure % 14.69 21.96 13.15 | 28.55 25 | 26 Poor
    Alpha % -8.36 -3.00 -11.30 | 2.51 24 | 26 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Taurus Mid Cap Fund NAV Regular Growth Taurus Mid Cap Fund NAV Direct Growth
    27-01-2026 113.38 119.97
    23-01-2026 112.82 119.36
    22-01-2026 115.23 121.91
    21-01-2026 113.71 120.3
    20-01-2026 114.67 121.31
    19-01-2026 117.74 124.57
    16-01-2026 118.13 124.96
    14-01-2026 117.61 124.42
    13-01-2026 117.4 124.19
    12-01-2026 117.89 124.71
    09-01-2026 118.1 124.93
    08-01-2026 119.43 126.33
    07-01-2026 122.21 129.27
    06-01-2026 121.68 128.71
    05-01-2026 121.61 128.63
    02-01-2026 121.94 128.97
    01-01-2026 120.64 127.6
    31-12-2025 120.18 127.11
    30-12-2025 119.16 126.04
    29-12-2025 119.7 126.6

    Fund Launch Date: 05/Sep/1994
    Fund Category: Mid Cap Fund
    Investment Objective: The prime objective of the Scheme is to achieve long termcapital appreciation by investing in a portfolio consisting ofequity and equity related securities predominantly of midcap companies.
    Fund Description: An Open ended equity scheme predominantly investing in mid cap stocks
    Fund Benchmark: Nifty Midcap 100 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.