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Two funds walk into a table. Only the numbers talk.

Taurus Mid Cap Fund vs Invesco India Mid Cap Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Taurus Mid Cap Fund
  • Invesco India Mid Cap Fund

The short version

Who comes out ahead on each measure, over the 10 years all of them have been around.

  • Grew faster

    BInvesco India Mid Cap Fund

    Invesco India Mid Cap Fund returned 20.2% a year over 10 years, against 15.1% for Taurus Mid Cap Fund. ₹1 lakh invested 10 years ago would be about ₹6.3 Lakh today, against ₹4.07 Lakh.

  • Smoother ride

    BInvesco India Mid Cap Fund

    Invesco India Mid Cap Fund swung the least: about 17.4% a year either way, against 18.2% for Taurus Mid Cap Fund. Lower means fewer scary days.

  • Fell less in a crash

    ATaurus Mid Cap Fund

    At its worst, Taurus Mid Cap Fund fell 32.8% from its peak, against 34.1% for Invesco India Mid Cap Fund. On ₹1 lakh, that's a dip to ₹65,905 at the bottom for Invesco India Mid Cap Fund. Could you have held on?

  • More consistent

    BInvesco India Mid Cap Fund

    Pick any day in the past and hold for a year: Invesco India Mid Cap Fund ended up in profit 88% of the time, against 73% for Taurus Mid Cap Fund.

  • Costs less

    BInvesco India Mid Cap Fund

    Invesco India Mid Cap Fund charges 0.76% a year, against 2.36% for Taurus Mid Cap Fund. On ₹1 lakh that's ₹760 a year against ₹2,360, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

₹10k₹23.4kNov 2021Nov 2026

The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.

  • ATaurus Mid Cap Fund₹17,434 from ₹10,000(11.8% a year)
  • BInvesco India Mid Cap Fund₹24,127 from ₹10,000(19.3% a year)

A one-time ₹10,000 put in 5 years ago, valued at the latest NAV. This is what happened, not what will.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

ATaurus Mid Cap Fund

  • Strength: Beat a 5-year SBI FD: 11.1% a year over 5 years, against 6.05%
  • Watch out: Behind its category: 11.1% a year over 5 years, against a category average of 14%
  • Watch out: In the bottom quarter of its category over 5 years (#17 of 21)
  • Watch out: Swings more than most funds in its category
  • Watch out: Fell harder than its category in the worst crash
  • Watch out: High cost: 2.36% a year
  • Watch out: Small fund (₹138 Cr), often newer or less tested

BInvesco India Mid Cap Fund

  • Strength: Ahead of its category: 18.8% a year over 5 years, against a category average of 14%
  • Strength: In the top quarter of its category over 5 years (#1 of 21)
  • Strength: Beat a 5-year SBI FD: 18.8% a year over 5 years, against 6.05%
  • Watch out: Fell harder than its category in the worst crash

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Taurus Mid Cap Fund compared with Invesco India Mid Cap Fund
MeasureATaurus Mid Cap FundBInvesco India Mid Cap Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure4.6%#19 of 30 · avg 6.2%10.9%Best#2 of 30 · avg 6.2%
3 yearsPer year, over a full market mood swing10.6%#26 of 28 · avg 16.3%24%Best#1 of 28 · avg 16.3%
5 yearsPer year, the fairest single test11.1%#17 of 21 · avg 14%18.8%Best#1 of 21 · avg 14%
10 yearsPer year, across bull and bear markets15.1%#10 of 16 · avg 16.5%20.2%Best#1 of 16 · avg 16.5%
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer18.2%category avg 16.4%17.4%Bestcategory avg 16.4%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−32.8%Bestcategory avg −29.4%−34.1%category avg −29.4%
Best 12 monthsIts strongest year90.5%92.5%Best
Worst 12 monthsIts weakest year-24.3%-23.2%Best
Odds of a gainShare of all 1-year holding periods that ended in profit73%88%Best
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you2.36%0.76%Best
Fund sizeMoney managed (AUM). Neither better nor worse₹138 Cr₹15,749 Cr
Minimum SIPSmallest monthly amount₹500₹100Best
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

ATaurus Mid Cap Fund

Might suit you if…

  • a smoother ride matters more to you than the top return

BInvesco India Mid Cap Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls
  • a smoother ride matters more to you than the top return
  • you may need the money at short notice and want better odds of being in profit
  • you care about keeping costs low, which adds up over decades