Taurus Mid Cap Fund - Direct (IDCW)
Mid Cap FundNAV
103.76(0.80%)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
16.34%
- 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 | 9 April 2025 | 10552.54 | 5.53% | - | 5.45% | 49/123 |
| 1 Month | 13 March 2025 | 10844.92 | 8.45% | - | 6.36% | 6/123 |
| 3 Month | 16 January 2025 | 9645.80 | -3.54% | - | -5.34% | 18/119 |
| 6 Month | 16 October 2024 | 8586.20 | -14.14% | - | -13.26% | 81/119 |
| 1 Year | 16 April 2024 | 9759.20 | -2.41% | -2.41% | 8.11% | 112/119 |
| 3 Year | 13 April 2022 | 14659.64 | 46.60% | 13.55% | 17.93% | 91/103 |
| 5 Year | 16 April 2020 | 29461.92 | 194.62% | 24.11% | 29.79% | 90/99 |
| Since Inception | 3 January 2013 | 64217.15 | 542.17% | 16.34% | 18.68% | 100/123 |
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 May 2024 | 1,20,000 | 125199.41 | 4.33% | 4.33% |
| 3 Year | 2 May 2022 | 3,60,000 | 484840.37 | 34.68% | 10.43% |
| 5 Year | 4 May 2020 | 6,00,000 | 1012743.44 | 68.79% | 11.04% |
| 10 Year | 4 May 2015 | 12,00,000 | 2982757.34 | 148.56% | 9.53% |
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
5.23%
Standard Deviation
1.00%
Beta
0.50%
Sharpe Ratio
-0.02%
Treynor's Ratio
-5.14%
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 (IDCW) | 114.44 | 8.45% | -3.54% | -14.14% | -2.41% | 13.55% | |
| Invesco India Midcap Fund - Direct (G) | 5779.32 | 7.98% | -5.00% | -10.18% | 19.09% | 22.43% | |
| Invesco India Midcap Fund - Direct (IDCW) | 5779.32 | 7.94% | -5.03% | -10.21% | 19.03% | 22.39% | |
| Edelweiss Mid Cap Fund - Direct (IDCW) | 8633.85 | 8.22% | -4.97% | -10.99% | 16.34% | 22.88% | |
| Edelweiss Mid Cap Fund - Direct (G) | 8633.85 | 8.22% | -4.97% | -10.99% | 16.33% | 22.88% | |
| Franklin India Prima Fund - Direct (G) | 11443.03 | 7.10% | -3.23% | -10.37% | 13.98% | 20.85% |
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% | 1 | ₹46.92 |
| Taurus Mid Cap Fund | Equity | Very High | -2.41% | 1 | ₹114.44 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 10.72% | 2 | ₹11.11 |
| Taurus Ethical Fund | Equity | Very High | 1.25% | 0 | ₹274.31 |
| Taurus Infrastructure Fund | Equity | Very High | -0.78% | 1 | ₹8.54 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 8.36% | 4 | ₹75.65 |
| Taurus Nifty 50 Index Fund | Other | Very High | 5.98% | 0 | ₹5.39 |
| Taurus Flexi Cap Fund | Equity | Very High | 2.7% | 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 (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 ₹114.44 (Cr), as of 17 April 2025, Taurus Mid Cap Fund - Direct (IDCW) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 16.34% since its launch.
The current NAV of Taurus Mid Cap Fund - Direct (IDCW) is ₹103.76, as on 17 April 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 13.55% and 24.11% 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: 12.41% in Banks, 9.85% in Finance, 7.48% in Pharmaceuticals & Biotech, 6.71% in Telecom-Services, 6.47% in IT-Software
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 16.34% 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).