Taurus Mid Cap Fund Direct IDCW

Equity
Mid Cap
Very High Risk
Payout
+18.37%
3Y annualised
-0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2025
₹113.44
Rating
1
Min. SIP amount
Not Supported
Fund size
₹131.84Cr

Returns calculator

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

Holdings (40)

NameSectorInstrumentAssets
TechnologyEquity4.78%
ChemicalsEquity4.58%
CommunicationEquity4.43%
HealthcareEquity3.81%
EnergyEquity3.61%
FinancialEquity3.58%
FinancialEquity3.58%
EnergyEquity3.57%
FinancialEquity3.48%
ChemicalsEquity3.48%
ServicesEquity3.39%
Consumer StaplesEquity3.18%
ChemicalsEquity3.07%
ServicesEquity2.87%
ConstructionEquity2.87%
CommunicationEquity2.74%
TechnologyEquity2.73%
Capital GoodsEquity2.36%
HealthcareEquity2.28%
OthersEquity2.27%
Capital GoodsEquity2.22%
ServicesEquity2.22%
ChemicalsEquity2.18%
Capital GoodsEquity2.16%
ServicesEquity2.01%
Consumer StaplesEquity1.94%
ServicesEquity1.69%
FinancialEquity1.66%
FinancialEquity1.61%
ConstructionEquity1.58%
HealthcareEquity1.48%
Consumer StaplesEquity1.44%
FinancialEquity1.41%
AutomobileEquity1.33%
Capital GoodsEquity1.29%
AutomobileEquity1.25%
EnergyEquity0.96%
Capital GoodsEquity0.72%
Consumer StaplesEquity0.43%
Capital GoodsEquity0.40%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns18.4%17.8%15.3%16.4%
Category average23.2%21.9%16.1%NA
Rank with in category372417NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
5.5%29.0%12,646.93
5
-8.7%28.3%38,002.68
5
7.8%28.0%92,168.85
4
4.9%27.3%42,041.60
4
5.5%26.6%13,344.99

Expense ratio, exit load and tax

Expense ratio: 2.07%

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,

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