Taurus Mid Cap Fund Direct Growth

Taurus Mid Cap Fund Direct Growth

+14.79%
3Y annualised
-0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Apr '26
₹118.32
Min. for SIP
₹500
Fund size (AUM)
₹108.95 Cr
Expense ratio
2.15%
Rating
1

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹54,294
-9.51%
3 years₹1,80,000₹1,75,008
-2.77%
5 years₹3,00,000₹3,55,246
+18.42%
10 years₹6,00,000₹11,54,073
+92.35%

Holdings (37)

NameSectorInstrumentsAssets
Linde India Ltd.ChemicalsEquity6.33%
Aurobindo Pharma Ltd.HealthcareEquity4.90%
Persistent Systems Ltd.TechnologyEquity4.47%
The Federal Bank Ltd.FinancialEquity4.36%
Pace Digitek Ltd.CommunicationEquity3.87%
Bank of IndiaFinancialEquity3.77%
Coforge Ltd.TechnologyEquity3.74%
REC Ltd.FinancialEquity3.53%
GMR Airports Ltd.ConstructionEquity3.50%
PI Industries Ltd.ChemicalsEquity3.37%
Petronet LNG Ltd.EnergyEquity3.19%
Abbott India Ltd.HealthcareEquity3.06%
Container Corporation Of India Ltd.ServicesEquity3.03%
Vodafone Idea Ltd.CommunicationEquity2.84%
Indian Energy Exchange Ltd.ServicesEquity2.74%
Dixon Technologies (India) Ltd.Capital GoodsEquity2.40%
Swiggy Ltd.ServicesEquity2.39%
Torrent Power Ltd.EnergyEquity2.34%
Deepak Nitrite Ltd.ChemicalsEquity2.30%
Bharat Heavy Electricals Ltd.Capital GoodsEquity2.27%
Regaal Resources Ltd.Consumer StaplesEquity2.22%
Inox Wind Ltd.Capital GoodsEquity2.16%
Astral Ltd.ChemicalsEquity1.90%
Exide Industries Ltd.Capital GoodsEquity1.80%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity1.60%
SAMHI Hotels Ltd.ServicesEquity1.59%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity1.52%
Balkrishna Industries Ltd.AutomobileEquity1.45%
HDFC Asset Management Company Ltd.FinancialEquity1.41%
LIC Housing Finance Ltd.FinancialEquity1.22%
Bharat Dynamics Ltd.Capital GoodsEquity1.21%
Mphasis Ltd.TechnologyEquity0.99%
Voltas Ltd.Consumer DiscretionaryEquity0.93%
PVR Inox Ltd.ServicesEquity0.93%
Titagarh Rail Systems Ltd.AutomobileEquity0.86%
Sumitomo Chemical India Ltd.ChemicalsEquity0.67%
Chemtech Industrial Valves Ltd.Capital GoodsEquity0.32%
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+14.8%+13.5%+15.0%+15.3%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)372816--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
+20.93%+26.94%4,490.64
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+15.68%+26.13%13,553.62
Nippon India Growth Mid Cap Fund Direct Growth
Nippon India Growth Mid Cap Fund Direct Growth
+16.06%+25.76%39,676.13
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
+14.92%+24.54%11,898.19
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
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Compare

Fund management

AK
Anuj Kapil
Nov 2023 - Present
View details

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

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. Anuj Kapil is the Current Fund Manager of Taurus Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹900 Cr and the Latest NAV as of 13 Apr 2026 is ₹118.32. 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₹899.76 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,