Taurus Mid Cap Fund Direct Growth

Taurus Mid Cap Fund Direct Growth

+11.54%
3Y annualised
+1.96% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Jun '26
₹122.30
Min. for SIP
₹500
Fund size (AUM)
₹124.78 Cr
Expense ratio
1.99%
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 (37)

NameSectorInstrumentsAssets
Linde India LtdMaterialsEquity6.04%
RepoUnspecifiedRepo5.29%
Persistent Systems LtdTechnologyEquity4.67%
Aurobindo Pharma LtdHealthcareEquity4.64%
Net ReceivablesUnspecifiedNet Receivables4.43%
The Federal Bank LtdFinancialEquity4.28%
Pace Digitek Ltd.TechnologyEquity4.16%
REC LtdFinancialEquity3.64%
Coforge LtdTechnologyEquity3.56%
GMR Airports Infrastructure LtdIndustrialsEquity3.53%
PI Industries LtdMaterialsEquity3.36%
Container Corporation Of India LtdIndustrialsEquity3.21%
Petronet LNG LtdEnergy & UtilitiesEquity3.16%
Insolation Energy LtdEnergy & UtilitiesEquity3.13%
Vodafone Idea LtdTechnologyEquity3.01%
Bharat Heavy Electricals LtdIndustrialsEquity2.89%
Deepak Nitrite LtdMaterialsEquity2.76%
Torrent Power LtdEnergy & UtilitiesEquity2.76%
Regaal Resources Ltd.Consumer StaplesEquity2.68%
Abbott India LtdHealthcareEquity2.66%
Bank of IndiaFinancialEquity2.62%
Inox Wind LtdIndustrialsEquity2.56%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity2.46%
Swiggy Ltd.TechnologyEquity2.20%
Indian Energy Exchange LtdFinancialEquity2.04%
Exide Industries LtdConsumer DiscretionaryEquity2.00%
Mphasis LtdTechnologyEquity1.95%
SAMHI Hotels Ltd.Consumer DiscretionaryEquity1.72%
Astral LtdIndustrialsEquity1.61%
Balkrishna Industries LtdConsumer DiscretionaryEquity1.33%
Bharat Dynamics LtdIndustrialsEquity1.33%
Titagarh Wagons LtdIndustrialsEquity1.03%
Voltas LtdIndustrialsEquity0.93%
Escorts Kubota LtdIndustrialsEquity0.92%
Sumitomo Chemical India LtdMaterialsEquity0.60%
Glaxosmithkline Pharmaceuticals LtdHealthcareEquity0.57%
Chemtech Industrial Valves LtdIndustrialsEquity0.27%
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+11.5%+11.4%+14.9%+15.4%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)412816--

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

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 ₹1,018 Cr and the Latest NAV as of 12 Jun 2026 is ₹122.30. 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₹1,018.46 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,