Taurus Mid Cap Fund Direct Growth

Taurus Mid Cap Fund Direct Growth

+9.89%
3Y annualised
-0.48% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Sep '26
₹136.54
Min. for SIP
₹500
Fund size (AUM)
₹135.02 Cr
Expense ratio
2.36%
Rating
1

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,762
-2.06%
3 years₹1,80,000₹1,87,033
+3.91%
5 years₹3,00,000₹3,79,623
+26.54%
10 years₹6,00,000₹12,30,289
+105.05%

Holdings (41)

NameSectorInstrumentsAssets
Megasoft LtdTechnologyEquity6.66%
Persistent Systems LtdTechnologyEquity5.75%
Linde India LtdMaterialsEquity5.06%
The Federal Bank LtdFinancialEquity4.86%
Aurobindo Pharma LtdHealthcareEquity4.80%
Coforge LtdTechnologyEquity4.66%
Ratnaveer Metals Ltd.MaterialsEquity4.15%
RepoUnspecifiedRepo3.70%
GMR Airports Infrastructure LtdIndustrialsEquity3.51%
Abbott India LtdHealthcareEquity3.50%
REC LtdFinancialEquity3.48%
Advit Jewels Ltd.Consumer DiscretionaryEquity2.91%
Petronet LNG LtdEnergy & UtilitiesEquity2.91%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity2.82%
PI Industries LtdMaterialsEquity2.75%
The Indian Hotels Company LtdConsumer DiscretionaryEquity2.62%
Mphasis LtdTechnologyEquity2.60%
Insolation Energy LtdEnergy & UtilitiesEquity2.52%
Bank of IndiaFinancialEquity2.35%
Exide Industries LtdConsumer DiscretionaryEquity2.27%
Balkrishna Industries LtdConsumer DiscretionaryEquity2.21%
Swiggy Ltd.TechnologyEquity2.11%
Bharat Heavy Electricals LtdIndustrialsEquity2.11%
Net ReceivablesUnspecifiedNet Receivables2.11%
SAMHI Hotels Ltd.Consumer DiscretionaryEquity1.80%
Deepak Nitrite LtdMaterialsEquity1.73%
Escorts Kubota LtdIndustrialsEquity1.71%
Dalmia Bharat LtdMaterialsEquity1.60%
Torrent Power LtdEnergy & UtilitiesEquity1.36%
Bharat Dynamics LtdIndustrialsEquity1.11%
Titagarh Wagons LtdIndustrialsEquity1.00%
Pace Digitek Ltd.TechnologyEquity0.91%
Astral LtdIndustrialsEquity0.86%
Havells India LtdConsumer DiscretionaryEquity0.84%
Dabur India LtdConsumer StaplesEquity0.81%
MRF LtdConsumer DiscretionaryEquity0.79%
Mazagon Dock Shipbuilders LtdIndustrialsEquity0.79%
Xtranet Technologies Ltd.TechnologyEquity0.74%
Glaxosmithkline Pharmaceuticals LtdHealthcareEquity0.59%
Inox Wind LtdIndustrialsEquity0.58%
Hindustan Copper LtdMaterialsEquity0.36%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+9.9%+12.8%+14.4%+16.1%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)372616--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Invesco India Mid Cap Fund Direct Growth
Invesco India Mid Cap Fund Direct Growth
+12.49%+24.38%14,721.45
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
+17.42%+23.05%6,792.14
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+10.96%+21.93%18,693.49
Nippon India Growth Mid Cap Fund Direct Growth
Nippon India Growth Mid Cap Fund Direct Growth
+10.46%+19.37%50,750.81
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+10.80%+18.59%1,05,142.69
Compare

Fund management

HS
Hemanshu Srivastava
Jul 2024 - Present
View details

Education
Mr. Srivastava has done B.E (Biotechnology) & MBA
Experience
Prior to joining Taurus Mutual Fund, he has worked with Kaizen Asset Management (FPI), Dal Investments, Quant Capital, KR Choksey, Elara Capital & Bonanza Portfolio
Also manages these schemes

AK
Anuj Kapil
Nov 2023 - Present
View details

About Taurus Mid Cap Fund Direct Growth

Taurus Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 20 Aug 1993. Hemanshu Srivastava is the Current Fund Manager of Taurus Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,095 Cr and the Latest NAV as of 02 Sep 2026 is ₹136.54. The Taurus Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1% if redeemed within 365 days. ;

Investment Objective

The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#37 in India
Total AUM₹1,094.67 Cr
Date of Incorporation20 Aug 1993
Phone--
E-mail--
Launch Date20 Aug 1993
Address3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,