Taurus Mid Cap Fund - Direct (IDCW)
Mid Cap FundNAV
112.05(0.23%)Fund Size (CR)
₹133.42Expense Ratio
2.13Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹1Exit Load
1%Return Since Launch
16.67%
- 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 | 30 July 2025 | 9765.02 | -2.35% | - | -1.78% | 93/123 |
| 1 Month | 4 July 2025 | 9527.83 | -4.72% | - | -3.00% | 113/123 |
| 3 Month | 6 May 2025 | 10806.18 | 8.06% | - | 8.25% | 62/123 |
| 6 Month | 6 February 2025 | 10583.16 | 5.83% | - | 6.92% | 75/119 |
| 1 Year | 6 August 2024 | 9667.90 | -3.32% | -3.32% | 3.65% | 113/119 |
| 3 Year | 5 August 2022 | 16665.18 | 66.65% | 18.52% | 21.79% | 85/103 |
| 5 Year | 6 August 2020 | 26756.82 | 167.57% | 21.74% | 27.15% | 91/99 |
| Since Inception | 3 January 2013 | 69738.03 | 597.38% | 16.67% | 19.75% | 103/123 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 2 September 2024 | 1,20,000 | 136864.21 | 14.05% | 14.05% |
| 3 Year | 1 September 2022 | 3,60,000 | 490951.10 | 36.38% | 10.89% |
| 5 Year | 1 September 2020 | 6,00,000 | 1005580.33 | 67.60% | 10.88% |
| 10 Year | 1 September 2015 | 12,00,000 | 3105550.05 | 158.80% | 9.98% |
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
4.94%
Standard Deviation
0.99%
Beta
1.04%
Sharpe Ratio
-0.01%
Treynor's Ratio
-4.22%
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 |
|---|---|---|---|---|---|
| Aditya Birla Cap | 4.33% | 209026 | 5.78 | Equity | Finance |
| Container Corpn. | 3.99% | 70000 | 5.32 | Equity | Logistics |
| Dalmia BharatLtd | 3.62% | 21844 | 4.83 | Equity | Cement |
| Bank of India | 3.57% | 401241 | 4.76 | Equity | Banks |
| Aurobindo Pharma | 3.49% | 41000 | 4.65 | Equity | Pharmaceuticals |
| H P C L | 3.38% | 102997 | 4.51 | Equity | Refineries |
| Kalpat. | 3.00% | 96624 | 4.00 | Equity | Construction |
| Inox Wind | 2.94% | 223664 | 3.93 | Equity | Capital Goods - Electrical Equipment |
| Federal Bank | 2.92% | 183012 | 3.90 | Equity | Banks |
| Voltas | 2.90% | 29484 | 3.88 | Equity | Consumer Durables |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Mid Cap Fund - Direct (IDCW) | 133.42 | -4.72% | 8.06% | 5.83% | -3.32% | 18.52% | |
| Invesco India Midcap Fund - Direct (G) | 7405.92 | -0.95% | 13.93% | 14.20% | 18.63% | 29.33% | |
| Invesco India Midcap Fund - Direct (IDCW) | 7405.92 | -0.94% | 13.94% | 14.16% | 18.56% | 29.30% | |
| WhiteOak Capital Mid Cap Fund - Direct (G) | 3454.23 | -2.86% | 9.37% | 8.25% | 10.77% | - | |
| WhiteOak Capital Mid Cap Fund - Direct (IDCW) | 3454.23 | -2.86% | 9.37% | 8.25% | 10.77% | - | |
| Edelweiss Mid Cap Fund - Direct (IDCW) | 10988.16 | -4.18% | 7.50% | 7.88% | 10.27% | 26.69% |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Mid Cap Fund | Equity | Very High | -8.03% | 1 | ₹133.42 |
| Taurus Ethical Fund | Equity | Very High | -8.51% | 0 | ₹321.70 |
| Taurus Large Cap Fund | Equity | Very High | -4.92% | 2 | ₹50.80 |
| Taurus Flexi Cap Fund | Equity | Very High | -8.81% | 2 | ₹366.04 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 0.12% | 4 | ₹80.98 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 6.06% | 2 | ₹12.30 |
| Taurus Nifty 50 Index Fund | Other | Very High | -1.21% | 2 | ₹5.71 |
| Taurus Infrastructure Fund | Equity | Very High | -9.06% | 1 | ₹9.75 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹133.42
Taurus Mid Cap Fund - Direct (IDCW) 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 ₹133.42 (Cr), as of 7 August 2025, Taurus Mid Cap Fund - Direct (IDCW) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 16.67% since its launch.
The current NAV of Taurus Mid Cap Fund - Direct (IDCW) is ₹112.05, as on 7 August 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Taurus Mid Cap Fund - Direct (IDCW) 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 18.52% and 21.74% 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 93.19% in Equity, 6.81% 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 (IDCW) Direct Growth?
Taurus Mid Cap Fund - Direct (IDCW) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 16.67% since inception. Looking to invest in Taurus Mid Cap Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Mid Cap Fund - Direct (IDCW) 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 (IDCW)
- 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 (IDCW) today and reap the benefits of this Mid Cap Fund fund!
How much returns has Taurus Mid Cap Fund - Direct (IDCW) Direct Growth generated?
What is the expense ratio of Taurus Mid Cap Fund - Direct (IDCW) Direct Growth?
What is the AUM of Taurus Mid Cap Fund - Direct (IDCW) Fund Direct Growth?
How to redeem or withdraw money from Taurus Mid Cap Fund - Direct (IDCW) Direct Growth?
Redeeming or selling units of Taurus Mid Cap Fund - Direct (IDCW) 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 (IDCW):
- 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 (IDCW)).
- 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).