Taurus Mid Cap Fund
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
Growthvine rating: 1/5 — ranked #31 of 34 in category.
Fund basics
| Category | Equity: Mid Cap |
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| NAV | ₹128.91 (as of 2026-11-11) |
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| AUM | ₹138 Cr |
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| Expense ratio | 2.09% |
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| Riskometer | Very High |
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| Fund manager | Anuj Kapil |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 10.42% |
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| Sharpe ratio | 0.25 |
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| Standard deviation | 18.51% |
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| Max drawdown | −80.94% |
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| Alpha | -3.72 |
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| Beta | 0.95 |
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Over 5 years, captured 93.7% of NIFTY Midcap 150's upside and 102.3% of its downside.
Market cap allocation
| Large cap | 0.6% |
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| Mid cap | 68.8% |
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| Small cap | 30.6% |
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Concentration
| Top 5 holdings | 30.4% |
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| Top 10 holdings | 51.1% |
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| Total holdings | 38 |
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| Index overlap | 19.7% |
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| Active share | 80.3% |
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Top holdings
- SIGMA ADVANCED SYSTEMS LIMITED — 10.7%
- Persistent Systems Limited — 5.4%
- Aurobindo Pharma Ltd. — 5.0%
- Linde India Limited — 4.7%
- COFORGE LIMITED — 4.7%
- GE Vernova T&D India Limited — 4.5%
- Abbott India Ltd. — 4.3%
- Federal Bank Ltd. — 4.2%
- Indian Hotels Co. Ltd — 4.0%
- Net Receivable / Payable — 3.8%
Top sectors
- Software & Services — 13.2%
- Aerospace & Defence — 11.7%
- Pharma & Biotech — 10.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 7.3% | Q1 (Top) | #8 of 31 |
| 2025 | 0.8% | Q3 | #20 of 29 |
| 2024 | 11.3% | Q4 (Bottom) | #29 of 29 |
| 2023 | 38.4% | Q2 | #14 of 28 |
| 2022 | 6.7% | Q1 (Top) | #4 of 22 |