Taurus Mid Cap Fund - Direct (IDCW)
Mid Cap FundNAV
110.86(0.96%)Fund Size (CR)
₹119.67Expense Ratio
2.16Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
16.92%
- 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 May 2025 | 10725.62 | 7.26% | - | 6.24% | 14/123 |
| 1 Month | 16 April 2025 | 10769.37 | 7.69% | - | 7.70% | 60/123 |
| 3 Month | 14 February 2025 | 11351.62 | 13.52% | - | 12.48% | 33/119 |
| 6 Month | 14 November 2024 | 10139.94 | 1.40% | - | 1.43% | 68/119 |
| 1 Year | 16 May 2024 | 10086.43 | 0.86% | 0.86% | 10.72% | 113/119 |
| 3 Year | 16 May 2022 | 17967.57 | 79.68% | 21.55% | 25.46% | 89/103 |
| 5 Year | 15 May 2020 | 31387.33 | 213.87% | 25.67% | 31.50% | 90/99 |
| Since Inception | 3 January 2013 | 69157.85 | 591.58% | 16.92% | 19.81% | 98/123 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 3 June 2024 | 1,20,000 | 134499.87 | 12.08% | 12.08% |
| 3 Year | 1 June 2022 | 3,60,000 | 511757.87 | 42.15% | 12.44% |
| 5 Year | 1 June 2020 | 6,00,000 | 1058846.60 | 76.47% | 12.03% |
| 10 Year | 1 June 2015 | 12,00,000 | 3157354.98 | 163.11% | 10.16% |
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
5.25%
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 Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Aurobindo Pharma | 4.21% | 41000 | 5.04 | Equity | Pharmaceuticals |
| Bank of India | 3.86% | 401241 | 4.62 | Equity | Banks |
| Dalmia BharatLtd | 3.56% | 21844 | 4.25 | Equity | Cement |
| AU Small Finance | 3.53% | 62264 | 4.22 | Equity | Banks |
| Aditya Birla Cap | 3.43% | 209026 | 4.10 | Equity | Finance |
| H P C L | 3.26% | 102997 | 3.90 | Equity | Refineries |
| Container Corpn. | 3.22% | 57000 | 3.85 | Equity | Logistics |
| Voltas | 3.04% | 29484 | 3.64 | Equity | Consumer Durables |
| Federal Bank | 3.01% | 183012 | 3.60 | Equity | Banks |
| Inox Wind Energy | 2.89% | 3539 | 3.46 | Equity | Power Generation & Distribution |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Mid Cap Fund - Direct (IDCW) | 119.67 | 7.69% | 13.52% | 1.40% | 0.86% | 21.55% | |
| Invesco India Midcap Fund - Direct (G) | 6046.97 | 8.85% | 15.06% | 5.34% | 23.11% | 30.94% | |
| Invesco India Midcap Fund - Direct (IDCW) | 6046.97 | 8.84% | 15.02% | 5.29% | 23.04% | 30.92% | |
| Motilal Oswal Midcap Fund-Dir (IDCW) | 27780.18 | 10.47% | 8.70% | -2.33% | 20.44% | 33.92% | |
| Motilal Oswal Midcap Fund-Dir (G) | 27780.18 | 10.47% | 8.70% | -2.33% | 20.44% | 33.92% | |
| Edelweiss Mid Cap Fund - Direct (IDCW) | 9241.96 | 7.50% | 13.85% | 2.98% | 20.41% | 30.67% |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | Equity | Very High | 7.33% | 1 | ₹48.44 |
| Taurus Mid Cap Fund | Equity | Very High | 0.88% | 1 | ₹119.67 |
| Taurus Ethical Fund | Equity | Very High | 5.78% | 0 | ₹285.40 |
| Taurus Banking & Financial Services Fund | Equity | Very High | 14.83% | 2 | ₹11.72 |
| Taurus Nifty 50 Index Fund | Other | Very High | 11.8% | 0 | ₹5.59 |
| Taurus Infrastructure Fund | Equity | Very High | 2.56% | 1 | ₹8.79 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 11.49% | 4 | ₹75.96 |
| Taurus Flexi Cap Fund | Equity | Very High | 4.85% | 2 | ₹346.52 |
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 16 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 16.92% since its launch.
The current NAV of Taurus Mid Cap Fund - Direct (IDCW) is ₹110.86, as on 16 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 21.55% and 25.67% 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 16.92% 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).