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Taurus Mid Cap Fund - Direct (IDCW)

Mid Cap Fund
  • NAV

    103.36(-0.12%)
  • Fund Size (CR)

    ₹114.44
  • Expense Ratio

    2.16
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹500
  • Minimum Additional Investment

    ₹500
  • Minimum SIP Investment

    ₹500
  • Minimum Withdrawal

    ₹0
  • Exit Load 1.00% - If exited on or before 365 days. Nil - If exited after 365 days.

    1%
  • Return Since Launch

    16.28%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 2.56%
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 2 May 20259878.61-1.21%--0.73%102/123
1 Month9 April 202510595.595.96%-6.90%88/123
3 Month7 February 20259800.87-1.99%--1.66%76/119
6 Month8 November 20249087.39-9.13%--7.54%95/119
1 Year9 May 20249788.81-2.11%-2.11%8.65%113/119
3 Year9 May 202216200.6362.01%17.43%21.92%93/103
5 Year8 May 202029280.46192.80%23.94%30.12%91/99
Since Inception3 January 201364479.12544.79%16.28%18.72%100/123

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year3 June 20241,20,000125400.564.50% 4.50%
3 Year1 June 20223,60,000477135.9732.54% 9.84%
5 Year1 June 20206,00,000987212.5664.54% 10.47%
10 Year1 June 201512,00,0002943750.76145.31% 9.39%

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

5.25%

Standard Deviation

1.00%

Beta

0.53%

Sharpe Ratio

-0.03%

Treynor's Ratio

-5.66%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Aurobindo Pharma4.21%410005.04EquityPharmaceuticals
Bank of India3.86%4012414.62EquityBanks
Dalmia BharatLtd3.56%218444.25EquityCement
AU Small Finance3.53%622644.22EquityBanks
Aditya Birla Cap3.43%2090264.10EquityFinance
H P C L3.26%1029973.90EquityRefineries
Container Corpn.3.22%570003.85EquityLogistics
Voltas3.04%294843.64EquityConsumer Durables
Federal Bank3.01%1830123.60EquityBanks
Inox Wind Energy2.89%35393.46EquityPower Generation & Distribution

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Taurus Mid Cap Fund - Direct (IDCW)
114.445.96%-1.99%-9.13%-2.11%17.43%
Motilal Oswal Midcap Fund-Dir (IDCW)
26028.349.76%-2.08%-9.42%19.29%30.94%
Motilal Oswal Midcap Fund-Dir (G)
26028.349.76%-2.08%-9.42%19.29%30.94%
Edelweiss Mid Cap Fund - Direct (IDCW)
8633.857.47%-0.36%-5.61%18.84%27.11%
Edelweiss Mid Cap Fund - Direct (G)
8633.857.47%-0.36%-5.60%18.84%27.11%
Invesco India Midcap Fund - Direct (G)
5779.326.63%-1.06%-4.32%18.47%26.90%

List of Schemes under Taurus Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Taurus Ethical FundEquityVery High3.63%0₹285.40
Taurus Large Cap FundEquityVery High5.19%1₹48.44
Taurus Banking & Financial Services FundEquityVery High9.86%2₹11.72
Taurus Mid Cap FundEquityVery High-2.11%1₹119.67
Taurus ELSS Tax Saver FundEquityVery High8.47%4₹75.96
Taurus Flexi Cap FundEquityVery High2.59%2₹346.52
Taurus Nifty 50 Index FundOtherVery High9.49%0₹5.59
Taurus Infrastructure FundEquityVery High-0.59%1₹8.79

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹119.67

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 ₹119.67 (Cr), as of 9 May 2025, Taurus Mid Cap Fund - Direct (IDCW) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 16.28% since its launch.
The current NAV of Taurus Mid Cap Fund - Direct (IDCW) is ₹103.36, as on 9 May 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 17.43% and 23.94% 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 90.43% in Equity, 7.52% in Debt and 2.05% 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 16.28% 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?

In the short term, i.e., 1 year, Taurus Mid Cap Fund - Direct (IDCW) has generated annualised return of -2.11%. In the long-term, the fund has generated 17.43% and 23.94% in 3 and 5 years respectively. Since its inception, the fund has generated 16.28% returns.

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

The expense ratio of Taurus Mid Cap Fund - Direct (IDCW) 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 (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Taurus Mid Cap Fund - Direct (IDCW) is ₹119.67 (Cr) as of 2025-05-09 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 (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).