Taurus Mid Cap Fund (G)

Mid Cap Fund

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NAV
115.36(1.95%)
Fund Size (CR)
₹122.77
Expense Ratio
2.44
Scheme Type
Active Fund
Value Research
-

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹1
Exit Load
1%
Return Since Launch
9.56%

Absolute Return: 6.40%

Annualized Return: 0%

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	June 5, 2026	9949.97	-0.50%	-	0.08%	114/131
1 Month	May 12, 2026	9949.12	-0.51%	-	1.64%	127/131
3 Month	March 12, 2026	10363.85	3.64%	-	7.73%	124/129
6 Month	December 12, 2025	9510.31	-4.90%	-	1.30%	123/127
1 Year	June 12, 2025	9488.40	-5.12%	-5.12%	4.44%	118/123
3 Year	June 12, 2023	13710.48	37.10%	11.08%	19.56%	119/119
5 Year	June 11, 2021	16848.25	68.48%	10.98%	16.58%	102/103
Since Inception	January 3, 1996	161568.63	1515.69%	9.56%	17.55%	125/131

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	July 1, 2025	1,20,000	117389.40	-2.18%	-2.18%
3 Year	July 3, 2023	3,60,000	367594.75	2.11%	0.70%
5 Year	July 1, 2021	6,00,000	745053.95	24.18%	4.43%
10 Year	July 1, 2016	12,00,000	2382045.58	98.50%	7.10%

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%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.19%

Standard Deviation

0.99%

Beta

0.36%

Sharpe Ratio

-0.03%

Treynor's Ratio

-6.60%

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
Linde India	5.85%	10130	7.30	Equity	Chemicals
Persistent Syste	5.83%	14000	7.27	Equity	IT - Software
Aurobindo Pharma	4.70%	41000	5.87	Equity	Pharmaceuticals
Pace Digitek	4.55%	299040	5.68	Equity	Telecom Equipment & Infra Services
Federal Bank	4.24%	183012	5.29	Equity	Banks
Coforge	4.17%	36550	5.20	Equity	IT - Software
Vodafone Idea	4.06%	3621441	5.07	Equity	Telecom-Service
GMR Airports	3.62%	450000	4.52	Equity	Miscellaneous
REC Ltd	3.42%	126000	4.26	Equity	Finance
B H E L	3.36%	100622	4.19	Equity	Capital Goods - Electrical Equipment

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HSBC Midcap Fund - Direct (IDCW)	13386.58	4.80%	16.27%	11.44%	18.00%	27.30%
HSBC Midcap Fund - Direct (G)	13386.58	4.80%	16.27%	11.44%	17.99%	27.30%
Helios Mid Cap Fund - Direct (G)	1381.73	2.58%	13.28%	2.10%	13.47%	-
Helios Mid Cap Fund - Direct (IDCW)	1381.73	2.58%	13.18%	2.10%	13.47%	-
ICICI Pru MidCap Fund - Direct (IDCW)	7556.68	1.28%	8.62%	7.51%	13.25%	25.08%

List of Schemes under Taurus Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Taurus Large Cap Fund	Equity	Very High	-2.05%	2	₹50.56
Taurus Mid Cap Fund	Equity	Very High	-4.67%	1	₹124.78
Taurus Banking & Financial Services Fund	Equity	Very High	-1.92%	2	₹11.22
Taurus Ethical Fund	Equity	Very High	-1.68%	0	₹402.37
Taurus Infrastructure Fund	Equity	Very High	-4.75%	1	₹8.92
Taurus ELSS Tax Saver Fund	Equity	Very High	-6.3%	4	₹70.06
Taurus Nifty 50 Index Fund	Other	Very High	-4.91%	2	₹6.29
Taurus Flexi Cap Fund	Equity	Very High	-2.83%	2	₹344.26

News

Taurus Mutual Fund announces Appointment of Key Personnel
Taurus Mutual Fund has announced that Mr. Piyush Prakash has been appointed as a Compliance Officerof Taurus Asset Management Company Limited (the AMC) w.e.f. June 01, 2026.
Name: Mr. Piyush Prakash,
Age: 43 years
Designation: Compliance Officer
Qualification: LL.B from CCSU, Post Graduate Diploma in Business Administration from SCDL and Bachelor in Computer Application from IGNOU
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Taurus Mutual Fund announces change in Key Personnel
Taurus Mutual Fund has announced that Ms. Nikita Maggon, Compliance Officer has resigned from the services of Taurus Asset Management Company Limited (the AMC) w.e.f. the close of the business hours on 13 March 2026.
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Fund House Details & Investment Objective

Date of Incorporation

August 25, 1994

Total AUM (Cr)

₹124.78

Taurus Mid Cap Fund (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in August 25, 1994, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹124.78 (Cr), as of June 12, 2026, Taurus Mid Cap Fund (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 9.56% since its launch.
The current NAV of Taurus Mid Cap Fund (G) is ₹115.36, as on June 12, 2026. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Taurus Mid Cap Fund (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:
The fund has generated 11.08% and 10.98% 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 96.00% in Equity, 3.61% in Debt and 0.39% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.56% in Pharmaceuticals & Biotech, 9.20% in IT-Software, 8.82% in Cash & Others, 8.63% in Chemicals & Petrochemical, 8.13% in Banks

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