Taurus Mid Cap Fund - Direct Plan - Growth
Taurus Mutual Fund Equity Mid Cap Fund
Expense Ratio
2.13%
AUM
₹5.73 Cr
Plan Type
Direct
Market Cap
Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-56.03%
Poor
6 Months
-13.19%
Poor
1 Year
-0.57%
Poor
3 Years
+14.37%
Average
5 Years
+15.91%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹5.73 Cr
Recent Trend
Growing
Stability Score
12.1
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-14.65%
3Y
3Y CAGR
+130.22%
5Y
5Y CAGR
+586.01%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.50%
Annualized standard deviation
Sharpe Ratio
0.724
Fair - Risk-adjusted return
Max Drawdown
-23.90%
High - Worst decline
Consistency
58.1%
Performance consistency
Volatility Breakdown
Daily Volatility
1.10%
Average daily price movement
Annualized Volatility
17.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance