Taurus Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
122 cr
TER direct / regular
2.21% / 2.65%
Active return /yr (full)
-4.4%
Score
27
Rank (Score, pool)
#37 of 38
Percentile (full, pool)
5
IR vs benchmark
-0.64
CAGR (absolute)
15.2%
Max drawdown
-25.3%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-4.3%
-4.5%
-0.60
20
5.8%
24.4%
20.0%
12
FY23
-3.4%
-2.4%
-0.58
27
5.5%
2.4%
-1.0%
12
FY24
-4.5%
1.5%
-0.57
55
5.1%
56.9%
52.4%
12
FY25
-8.6%
-12.3%
-1.34
5
6.1%
7.8%
-0.8%
12
FY26
-6.4%
-6.5%
-1.74
10
3.7%
1.9%
-4.5%
12
FY27*
5.0%
3.5%
0.95
67
10.7%
20.8%
25.8%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+0.4
+0.6
-1.1
+0.2
-0.4
+1.9
+3.0
-0.6
-1.3
+0.3
+2.9
2020
+0.7
+3.8
+5.0
-1.0
+0.4
-4.4
+0.7
-3.1
+1.6
-1.2
-4.6
-0.5
-3.2
2021
-1.6
-0.5
-0.3
+0.9
-0.4
-0.7
+0.6
-3.0
-1.1
+0.6
-3.1
-1.4
-9.6
2022
+1.2
+0.3
+2.5
+1.4
-3.4
+0.6
-0.6
-1.9
+0.4
+1.6
+1.1
+0.5
+3.6
2023
+0.6
-1.3
-2.1
+1.9
+1.0
+0.1
+0.5
+1.3
-2.4
+0.9
-2.6
-1.5
-3.7
2024
+0.5
-1.3
-1.3
+2.6
-3.0
-2.4
+1.1
-0.8
-2.5
-0.2
+0.1
-3.0
-9.9
2025
+0.7
-0.8
+0.1
-0.0
+0.8
+0.0
-0.1
+1.3
-1.0
-1.2
-2.5
-1.5
-4.2
2026
-0.2
-1.6
-0.4
-0.7
-1.1
-0.6
+6.3
+0.4
+1.8
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-7.8
-2.5
+2.9
-1.9
-6.3
-4.4
-5.8
+9.7
+9.6
+3.9
+6.2
+1.3
2014
-7.5
+4.2
+9.0
+0.5
+16.6
+9.9
-1.0
+4.6
+5.6
+4.2
+4.8
-0.2
+61.3
2015
+5.1
+2.8
+0.3
-4.6
+5.1
-0.5
+6.7
-5.9
-2.4
+1.5
+0.5
+0.5
+8.6
2016
-8.0
-10.7
+11.4
+3.6
+1.9
+5.7
+6.9
+4.8
-1.0
+2.9
-6.9
-4.3
+3.8
2017
+7.9
+4.8
+3.9
+7.2
-0.9
+0.1
+5.5
-0.4
+0.2
+6.2
+2.0
+2.9
+46.6
2018
+0.2
-1.5
-2.0
+6.1
-4.5
-2.2
+3.9
+3.3
-11.0
-2.4
+2.0
+2.5
-6.6
2019
-4.2
-1.8
+8.7
-2.6
+1.3
-1.2
-9.2
+0.9
+6.5
+4.1
+0.7
+0.3
+2.1
2020
+6.0
-1.8
-22.5
+13.5
-1.4
+6.9
+5.1
+5.4
+3.3
-1.0
+10.2
+4.8
+26.0
2021
-1.5
+11.3
+1.6
+2.4
+6.0
+4.1
+3.8
-0.8
+4.9
+0.9
-4.4
+1.4
+33.2
2022
+0.1
-6.4
+7.2
+2.0
-8.6
-4.7
+11.0
+4.2
-1.3
+3.4
+3.0
-1.2
+7.1
2023
-1.9
-2.9
-2.6
+7.0
+6.7
+6.3
+6.1
+5.3
+0.6
-2.9
+7.1
+5.5
+38.8
2024
+5.2
-1.5
-1.7
+8.9
-0.8
+5.5
+6.1
-0.4
-0.7
-6.6
+0.2
-2.0
+11.8
2025
-5.4
-11.3
+7.7
+3.9
+7.2
+4.1
-2.8
-1.5
+0.3
+3.6
-0.8
-2.1
+1.2
2026
-3.7
+0.1
-11.5
+12.5
+1.5
+0.3
+8.0
+1.7
+7.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard