Taurus Mid Cap Fund - Direct (G)
Mid Cap FundNAV
118.22(1.51%)Fund Size (CR)
₹114.44Expense Ratio
2.16Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
16.42%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Anuj Kapil
Bench Mark
Nifty Midcap 150 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 29 April 2025 | 9742.35 | -2.58% | - | -1.31% | 120/123 |
| 1 Month | 4 April 2025 | 10355.68 | 3.56% | - | 4.77% | 110/123 |
| 3 Month | 6 February 2025 | 9793.96 | -2.06% | - | -1.10% | 96/119 |
| 6 Month | 6 November 2024 | 8957.08 | -10.43% | - | -8.78% | 98/119 |
| 1 Year | 6 May 2024 | 9446.79 | -5.53% | -5.53% | 6.16% | 112/119 |
| 3 Year | 6 May 2022 | 15962.17 | 59.62% | 16.85% | 21.49% | 93/103 |
| 5 Year | 6 May 2020 | 29253.96 | 192.54% | 23.93% | 30.01% | 92/99 |
| Since Inception | 2 January 2013 | 65390.23 | 553.90% | 16.42% | 18.79% | 99/123 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 3 June 2024 | 1,20,000 | 113722.98 | -5.23% | -5.23% |
| 3 Year | 1 June 2022 | 3,60,000 | 432701.90 | 20.19% | 6.32% |
| 5 Year | 1 June 2020 | 6,00,000 | 895238.99 | 49.21% | 8.33% |
| 10 Year | 1 June 2015 | 12,00,000 | 2747875.33 | 128.99% | 8.64% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
5.24%
Standard Deviation
1.00%
Beta
0.53%
Sharpe Ratio
-0.03%
Treynor's Ratio
-5.65%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Bank of India | 4.69% | 501241 | 5.37 | Equity | Banks |
| Aurobindo Pharma | 4.15% | 41000 | 4.75 | Equity | Pharmaceuticals |
| Coforge | 3.82% | 5400 | 4.37 | Equity | IT - Software |
| Voltas | 3.76% | 29484 | 4.30 | Equity | Consumer Durables |
| AU Small Finance | 3.65% | 78264 | 4.18 | Equity | Banks |
| Dalmia BharatLtd | 3.47% | 21844 | 3.97 | Equity | Cement |
| Container Corpn. | 3.44% | 57000 | 3.94 | Equity | Logistics |
| Aditya Birla Cap | 3.38% | 209026 | 3.86 | Equity | Finance |
| H P C L | 3.24% | 102997 | 3.71 | Equity | Refineries |
| Federal Bank | 3.08% | 183012 | 3.53 | Equity | Banks |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Mid Cap Fund - Direct (G) | 114.44 | 3.56% | -2.06% | -10.43% | -5.53% | 16.85% | |
| Invesco India Midcap Fund - Direct (G) | 5779.32 | 4.53% | 0.24% | -5.14% | 16.62% | 26.56% | |
| Invesco India Midcap Fund - Direct (IDCW) | 5779.32 | 4.52% | 0.19% | -5.20% | 16.54% | 26.53% | |
| Motilal Oswal Midcap Fund-Dir (G) | 26028.34 | 6.80% | -1.58% | -10.79% | 15.78% | 30.56% | |
| Motilal Oswal Midcap Fund-Dir (IDCW) | 26028.34 | 6.80% | -1.58% | -10.79% | 15.78% | 30.56% | |
| Edelweiss Mid Cap Fund - Direct (IDCW) | 8633.85 | 5.75% | 0.35% | -6.47% | 15.35% | 26.62% |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | Equity | Very High | 4.5% | 1 | ₹46.92 |
| Taurus Mid Cap Fund | Equity | Very High | -5.53% | 1 | ₹114.44 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 7.93% | 2 | ₹11.11 |
| Taurus Ethical Fund | Equity | Very High | 2.93% | 0 | ₹274.31 |
| Taurus Infrastructure Fund | Equity | Very High | -2.55% | 1 | ₹8.54 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 7.4% | 4 | ₹75.65 |
| Taurus Nifty 50 Index Fund | Other | Very High | 8.82% | 0 | ₹5.39 |
| Taurus Flexi Cap Fund | Equity | Very High | 1.02% | 2 | ₹337.97 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹114.44
Taurus Mid Cap Fund - Direct (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in 1 January 2013, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹114.44 (Cr), as of 7 May 2025, Taurus Mid Cap Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 16.42% since its launch.
The current NAV of Taurus Mid Cap Fund - Direct (G) is ₹118.22, as on 7 May 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Taurus Mid Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If exited on or before 365 days. Nil - If exited after 365 days. The fund has generated 16.85% and 23.93% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.82% in Equity, 2.18% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.03% in Banks, 10.35% in Finance, 7.57% in Pharmaceuticals & Biotech, 7.38% in IT-Software, 6.33% in Telecom-Services
FAQs
How to Invest in Taurus Mid Cap Fund - Direct (G) Direct Growth?
Taurus Mid Cap Fund - Direct (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 16.42% since inception. Looking to invest in Taurus Mid Cap Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Mid Cap Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Taurus Mid Cap Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Taurus Mid Cap Fund - Direct (G) today and reap the benefits of this Mid Cap Fund fund!
How much returns has Taurus Mid Cap Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Taurus Mid Cap Fund - Direct (G) Direct Growth?
What is the AUM of Taurus Mid Cap Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Taurus Mid Cap Fund - Direct (G) Direct Growth?
Redeeming or selling units of Taurus Mid Cap Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Taurus Mid Cap Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Taurus Mid Cap Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).