Taurus Mid Cap Fund Direct IDCW

Equity
Mid Cap
Very High Risk
Payout
+18.55%
3Y annualised
-0.66% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Oct 2025
₹116.64
Rating
1
Min. SIP amount
Not Supported
Fund size
₹128.58Cr

Return calculator

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

Holdings (47)

NameSectorInstrumentAssets
CommunicationEquity4.67%
TechnologyEquity4.09%
ChemicalsEquity3.95%
FinancialEquity3.85%
ConstructionEquity3.78%
Consumer StaplesEquity3.70%
FinancialEquity3.67%
ServicesEquity3.58%
EnergyEquity3.55%
HealthcareEquity3.46%
FinancialEquity2.75%
FinancialEquity2.63%
OthersEquity2.52%
EnergyEquity2.50%
ConstructionEquity2.37%
Consumer DiscretionaryEquity2.31%
Capital GoodsEquity2.30%
CommunicationEquity2.29%
Capital GoodsEquity2.28%
HealthcareEquity2.28%
TechnologyEquity2.12%
ChemicalsEquity2.12%
Consumer StaplesEquity2.03%
Capital GoodsEquity1.87%
FinancialEquity1.76%
ServicesEquity1.68%
ChemicalsEquity1.66%
Consumer StaplesEquity1.63%
Capital GoodsEquity1.61%
HealthcareEquity1.58%
FinancialEquity1.49%
ServicesEquity1.44%
Capital GoodsEquity1.42%
AutomobileEquity1.35%
AutomobileEquity1.33%
Capital GoodsEquity1.02%
ServicesEquity0.99%
FinancialEquity0.99%
FinancialEquity0.98%
Capital GoodsEquity0.91%
ConstructionEquity0.85%
FinancialEquity0.85%
TechnologyEquity0.78%
CommunicationEquity0.69%
HealthcareEquity0.61%
Consumer StaplesEquity0.44%
ServicesEquity0.38%
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
1Y3Y5YAll
Fund returns2.6%18.6%21.7%16.8%
Category average4.4%22.0%26.1%NA
Rank with in category333124NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
2.3%28.1%34,748.89
5
8.8%27.4%84,854.73
5
7.5%27.0%11,731.01
4
6.9%26.8%39,328.98
4
7.6%25.9%12,585.11

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,

Compare funds

Taurus Mid Cap Fund Direct IDCW
VS
Add mutual fund to compare