Taurus Mid Cap Fund Direct-Growth
Equity: Mid Cap - Growth (Open ended) Factsheet
NAV: ₹129.79+0.67%
24 Jul 2026
Similar Funds
Side-by-side comparison of Taurus Mid Cap Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -1.04% | 5.28% | 44 / 45 |
| 3Y Return | +11.66% | 18.98% | 37 / 37 |
| 5Y Return | +12.05% | 16.81% | 28 / 28 |
| 10Y Return | +14.59% | 16.81% | 17 / 19 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Mid Cap
Top funds by AUM in the Equity: Mid Cap category — see how Taurus Mid Cap Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Midcap 150 Total Return Index
Top funds tracking the NIFTY Midcap 150 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Taurus Mid Cap Fund Direct-Growth?
Funds similar to Taurus Mid Cap Fund Direct-Growth in the Equity: Mid Cap category include HDFC Mid Cap Fund Direct-Growth, Kotak Midcap Fund Direct-Growth, and Nippon India Growth Mid Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Taurus Mid Cap Fund Direct-Growth in its category?
On a 3-year return basis Taurus Mid Cap Fund Direct-Growth is ranked 37 out of 37 funds in the Equity: Mid Cap category as of 23 Jul 2026. On a 5-year return basis it ranks 28 out of 28. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Taurus Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
Taurus Mid Cap Fund Direct-Growth has an expense ratio of 2.20%. The peers HDFC Mid Cap Fund Direct-Growth has an expense ratio of 0.75% and Kotak Midcap Fund Direct-Growth has 0.51%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Taurus Mid Cap Fund Direct-Growth's AUM compare to similar funds?
Taurus Mid Cap Fund Direct-Growth has an AUM of ₹125.17 crore. The peers HDFC Mid Cap Fund Direct-Growth has an AUM of ₹1,00,858 crore and Kotak Midcap Fund Direct-Growth has ₹67,611 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Mid Cap?
The top performing fund in the Equity: Mid Cap category on a 3-year basis is Invesco India Mid Cap Fund Direct-Growth with a CAGR of 25.44% as of 23 Jul 2026. Taurus Mid Cap Fund Direct-Growth has delivered 11.66% CAGR over the same period, ranking 37 out of 37 funds. You can view and compare the full category ranking on sharpely.
How does Taurus Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Taurus Mid Cap Fund Direct-Growth has a Sharpe ratio of 0.34 compared to the Equity: Mid Cap average of 0.79 as of 23 Jul 2026. It ranks 37 out of 37 funds in its category on Sharpe ratio.