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MF_118872

Taurus Mid Cap Fund - Direct Plan - Growth

Equity Scheme - Mid Cap Fund

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End Amount
₹73,177.99
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.47%
MF_118872 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.13%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.88
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 49% 28%
60 days 55% 32% 19%
90 days 57% 25% 16%
180 days 59% 18% 11%
1Yr 64% 13% 7%
3Yr 77% 6% 2%
5Yr 81% 4% 1%
7Yr 98% 3% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Taurus Mid Cap Fund - Direct Plan - Growth Nifty 50
30 days -30.8% | -71.6% | 23.7% | 233.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.4% | -57.2% | 21.8% | 139.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -16.4% | -47.5% | 19.1% | 127.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -0.7% | -12.9% | 14.9% | 76.3% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.4% | 1.8% | 17.6% | 31.7% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.6% | 6.5% | 16.9% | 27.4% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 16.6% | 12.3% | 16.3% | 19.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.7% | 13.6% | 16.3% | 21.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 25 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 4, 2013 March 25, 2014 445 days 27% Nifty 50: 11% 10084 7355 10124
July 7, 2014 Aug. 19, 2014 43 days 7% Nifty 50: 4% 13784 12847 13818
Sept. 22, 2014 Oct. 30, 2014 38 days 7% Nifty 50: 5% 15109 14121 15109
Dec. 4, 2014 Jan. 10, 2015 37 days 8% Nifty 50: 6% 16339 15070 16345
April 13, 2015 July 15, 2015 93 days 11% Nifty 50: 10% 18029 16115 18046
Aug. 5, 2015 July 28, 2016 358 days 24% Nifty 50: 18% 18905 14301 18984
Oct. 5, 2016 Feb. 9, 2017 127 days 15% Nifty 50: 9% 20432 17333 20477
May 16, 2017 July 19, 2017 64 days 6% Nifty 50: 2% 23380 21903 23414
Aug. 7, 2017 Sept. 1, 2017 25 days 6% Nifty 50: 3% 23925 22487 24082
Sept. 20, 2017 Oct. 28, 2017 38 days 7% Nifty 50: 4% 25031 23324 25205
Jan. 15, 2018 Feb. 7, 2020 753 days 20% Nifty 50: 7% 27383 21836 27406
Feb. 20, 2020 Aug. 21, 2020 183 days 33% Nifty 50: 37% 27608 18551 27687
Sept. 16, 2020 Nov. 7, 2020 52 days 6% Nifty 50: 7% 28535 26771 28725
Jan. 11, 2021 Feb. 4, 2021 24 days 6% Nifty 50: 6% 33448 31387 33605
March 4, 2021 April 8, 2021 35 days 6% Nifty 50: 5% 36575 34357 36800
April 9, 2021 May 7, 2021 28 days 5% Nifty 50: 4% 36822 34952 36850
Aug. 3, 2021 Sept. 4, 2021 32 days 7% Nifty 50: 0% 42139 39309 42229
Oct. 18, 2021 Dec. 2, 2022 410 days 22% Nifty 50: 16% 46496 36210 46850
Dec. 5, 2022 May 25, 2023 171 days 12% Nifty 50: 9% 46906 41112 47187
Sept. 11, 2023 Nov. 30, 2023 80 days 8% Nifty 50: 6% 59416 54818 59826
Feb. 2, 2024 April 3, 2024 61 days 8% Nifty 50: 1% 67226 61651 67456
May 27, 2024 June 12, 2024 16 days 9% Nifty 50: 4% 71887 65373 72179
July 31, 2024 Aug. 27, 2024 27 days 6% Nifty 50: 4% 77743 73088 77771
Aug. 27, 2024 Aug. 28, 2026 731 days 24% Nifty 50: 11% 77771 59163 78001
Aug. 28, 2026 Oct. 30, 2026 63 days 9% Nifty 50: 8% 78001 71230 73178