Taurus Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
+18.58%
3Y annualised
-1.84% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2025
₹125.64
Rating
1
Min. SIP amount
₹500
Fund size
₹128.14Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (45)

NameSectorInstrumentAssets
Consumer StaplesEquity4.81%
ConstructionEquity4.09%
ChemicalsEquity4.05%
FinancialEquity3.67%
ServicesEquity3.60%
FinancialEquity3.46%
TechnologyEquity3.44%
HealthcareEquity3.29%
EnergyEquity3.02%
OthersEquity2.88%
FinancialEquity2.74%
FinancialEquity2.59%
HealthcareEquity2.46%
EnergyEquity2.42%
Consumer DiscretionaryEquity2.35%
Capital GoodsEquity2.28%
Consumer StaplesEquity2.14%
Capital GoodsEquity2.14%
ChemicalsEquity2.12%
FinancialEquity1.84%
CommunicationEquity1.83%
HealthcareEquity1.82%
ServicesEquity1.78%
FinancialEquity1.75%
HealthcareEquity1.66%
FinancialEquity1.65%
Capital GoodsEquity1.64%
Capital GoodsEquity1.63%
ChemicalsEquity1.62%
ServicesEquity1.56%
ConstructionEquity1.51%
FinancialEquity1.48%
Consumer StaplesEquity1.44%
AutomobileEquity1.39%
TechnologyEquity1.35%
Capital GoodsEquity1.31%
ServicesEquity1.12%
Capital GoodsEquity1.02%
ServicesEquity0.96%
ConstructionEquity0.84%
Capital GoodsEquity0.81%
TechnologyEquity0.78%
CommunicationEquity0.67%
Consumer StaplesEquity0.45%
ServicesEquity0.38%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-8.1%18.6%20.9%16.6%
Category average-6.9%20.7%25.5%NA
Rank with in category382924NA
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Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
-5.9%26.3%34,779.74
5
-1.7%26.3%83,104.83
5
-2.6%25.9%11,297.33
4
-3.5%25.7%38,385.96
4
-4.3%23.9%12,501.03

Expense ratio, exit load and tax

Expense ratio: 2.13%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Anuj Kapil
Nov 2023 - Present
View details

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

Fund house & investment objective

Fund house contact details

Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
Launch Date
20 Aug 1993
Taurus Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity Mid Cap

Pros

1Y annualised returns higher than category average by 0.78%

Cons

3Y, 5Y and 10Y annualised returns lower than category average
Higher expense ratio: 2.13%
Low rating: 1

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