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Taurus Mid Cap Fund - Direct (G)

Mid Cap Fund
  • NAV

    132.11(0.37%)
  • Fund Size (CR)

    ₹128
  • Expense Ratio

    2.16
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹500
  • Minimum Additional Investment

    ₹500
  • Minimum SIP Investment

    ₹500
  • Minimum Withdrawal

    ₹1
  • Exit Load 1.00% - If exited on or before 365 days. Nil - If exited after 365 days.

    1%
  • Return Since Launch

    17.35%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 16.28%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Anuj Kapil

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 June 202510373.583.74%-2.83%5/123
1 Month30 May 202510411.334.11%-4.65%91/123
3 Month28 March 202511591.3715.91%-13.90%25/123
6 Month30 December 202410498.524.99%-2.25%12/119
1 Year28 June 202410085.050.85%0.85%6.13%105/119
3 Year30 June 202219522.4095.22%24.96%28.08%81/103
5 Year30 June 202030362.17203.62%24.86%30.08%92/99
Since Inception2 January 201373902.30639.02%17.35%20.52%100/123

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 July 20241,30,000137129.595.48% 5.48%
3 Year1 July 20223,70,000485426.2231.20% 9.47%
5 Year1 July 20206,10,000988820.5362.10% 10.14%
10 Year1 July 201512,10,0003048351.63151.93% 9.68%

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

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

  • Invested Amount

    25,000

  • Estimated Returns

    19,059

76%

Returns

Future value of your investment

44,059

Risk Ratios

5.05%

Standard Deviation

0.98%

Beta

0.85%

Sharpe Ratio

-0.01%

Treynor's Ratio

-3.90%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Bank of India3.82%4012414.89EquityBanks
Aurobindo Pharma3.68%410004.70EquityPharmaceuticals
Aditya Birla Cap3.63%2090264.65EquityFinance
Container Corpn.3.49%570004.46EquityLogistics
Dalmia BharatLtd3.44%218444.40EquityCement
H P C L3.31%1029974.23EquityRefineries
Inox Wind Energy3.20%35394.09EquityPower Generation & Distribution
Voltas2.91%294843.73EquityConsumer Durables
Federal Bank2.89%1830123.70EquityBanks
CreditAcc. Gram.2.81%313583.59EquityFinance

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y

List of Schemes under Taurus Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Taurus Mid Cap FundEquityVery High0.85%1₹128.00
Taurus Ethical FundEquityVery High2.85%0₹303.25
Taurus Large Cap FundEquityVery High3.64%1₹49.31
Taurus Banking & Financial Services FundEquityVery High10.23%2₹12.10
Taurus Nifty 50 Index FundOtherVery High6.64%2₹5.65
Taurus Infrastructure FundEquityVery High-0.85%1₹9.31
Taurus Flexi Cap FundEquityVery High0.11%2₹356.88
Taurus ELSS Tax Saver FundEquityVery High10.96%4₹78.50

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹128.00

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 ₹128 (Cr), as of 1 July 2025, Taurus Mid Cap Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 17.35% since its launch.
The current NAV of Taurus Mid Cap Fund - Direct (G) is ₹132.11, as on 1 July 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 24.96% and 24.86% 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 89.37% in Equity, 10.15% in Debt and 0.48% 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 17.35% 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?

In the short term, i.e., 1 year, Taurus Mid Cap Fund - Direct (G) has generated annualised return of 0.85%. In the long-term, the fund has generated 24.96% and 24.86% in 3 and 5 years respectively. Since its inception, the fund has generated 17.35% returns.

What is the expense ratio of Taurus Mid Cap Fund - Direct (G) Direct Growth?

The expense ratio of Taurus Mid Cap Fund - Direct (G) Direct Growth is 2.16%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Taurus Mid Cap Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Taurus Mid Cap Fund - Direct (G) is ₹128 (Cr) as of 2025-07-01 AUM shows the fund’s popularity and is often indicative of fund strength.

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).