Can I invest in SIP and Lumpsum in Taurus Mid Cap Fund (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in Taurus Mid Cap Fund (IDCW). Minimum lumpsum investment Taurus Mid Cap Fund (IDCW) is ₹500 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Taurus Mid Cap Fund (IDCW) Direct Growth?

The latest NAV (Net Asset Value) of Taurus Mid Cap Fund (IDCW) is Taurus Mid Cap Fund (IDCW) is ₹107.11 as on 2025-01-01.

Which are the biggest stock holdings of Taurus Mid Cap Fund (IDCW)?

The 5 biggest stock holdings of Taurus Mid Cap Fund (IDCW) are: Bank of India (4.27%), Coforge (3.62%), Aurobindo Pharma (3.51%), Indian Hotels Co (3.22%), Aditya Birla Cap (3.13%)

What are the top sectors Taurus Mid Cap Fund (IDCW) invests in?

A majority of Taurus Mid Cap Fund (IDCW) 's AUM worth ₹129.59 (Cr) is invested in these 3 top sectors: Finance : 10.20% Banks : 10.16% IT-Software : 7.82%

Mutual Funds
Taurus Mid Cap Fund (IDCW)

Taurus Mid Cap Fund (IDCW)

Mid Cap Fund

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NAV
107.11(0.75%)
Fund Size (CR)
₹129.59
Expense Ratio
2.57
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
18.37%

Absolute Return: -7.89%

Annualized Return: 0%

Basic Details

Scheme Manager

Anuj Kapil

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	9994.35	-0.06%	-	0.48%	94/119
1 Month	29 November 2024	9783.35	-2.17%	-	1.05%	114/119
3 Month	30 September 2024	9150.64	-8.49%	-	-3.87%	113/119
6 Month	28 June 2024	9588.87	-4.11%	-	4.09%	115/119
1 Year	29 December 2023	11113.20	11.13%	11.13%	29.60%	118/119
3 Year	30 December 2021	16612.39	66.12%	18.43%	22.35%	89/103
5 Year	30 December 2019	27329.36	173.29%	22.27%	26.85%	89/95
Since Inception	2 January 2009	148541.52	1385.42%	18.37%	22.06%	86/119

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	146091.66	12.38%	12.38%
3 Year	3 January 2022	3,70,000	560445.91	51.47%	14.84%
5 Year	1 January 2020	6,10,000	1180455.39	93.52%	14.12%
10 Year	1 January 2015	12,10,000	3287754.89	171.72%	10.51%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.76%

Standard Deviation

0.99%

Beta

0.75%

Sharpe Ratio

0.06%

Treynor's Ratio

-3.52%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Bank of India	4.27%	501241	5.54	Equity	Banks
Coforge	3.62%	5400	4.70	Equity	IT - Software
Aurobindo Pharma	3.51%	36000	4.54	Equity	Pharmaceuticals
Indian Hotels Co	3.22%	52528	4.17	Equity	Hotels & Restaurants
Aditya Birla Cap	3.13%	209026	4.06	Equity	Finance
Dalmia BharatLtd	3.07%	21844	3.97	Equity	Cement
Federal Bank	2.98%	183012	3.86	Equity	Banks
Inox Wind Energy	2.77%	3539	3.60	Equity	Power Generation & Distribution
Astral	2.76%	19958	3.57	Equity	Plastic products
S A I L	2.57%	284667	3.33	Equity	Steel

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Midcap Fund-Dir (G)	22897.62	4.12%	5.15%	18.68%	59.19%	37.01%
Motilal Oswal Midcap Fund-Dir (IDCW)	22897.62	4.12%	5.15%	18.68%	59.19%	37.01%
Invesco India Midcap Fund - Direct (G)	5862.67	3.37%	0.42%	12.38%	45.03%	26.69%
Invesco India Midcap Fund - Direct (IDCW)	5862.67	3.37%	0.42%	12.37%	45.02%	26.67%
HSBC Midcap Fund - Direct (IDCW)	11912.38	4.06%	0.93%	10.09%	40.83%	27.22%

News

Taurus Mutual Fund announces change in Exit Load Structure

Taurus Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 02 September 2024

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
Taurus Banking & Financial Services Fund Taurus Infrastructure Fund Taurus Nifty 50 Index Fund	0.50% if exited on or before 7 days, NIL after 7 days	1% if exited on or before 365 days, NIL after 365 days

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Taurus Mutual Fund Announces change in fund managers under scheme
Taurus Mutual Fund has announced change in fund managers under the following schemes, with effect from 18 July 2024.
Change in Fund Manager(s):

Name of the Scheme(s) Existing Fund Manager(s) New Fund Manager(s)

Taurus Mid Cap Fund Mr. Anuj Kapil Mr. Anuj Kapil and Mr. Hemanshu Srivastava

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Name of the Scheme(s)	Existing Fund Manager(s)	New Fund Manager(s)
Taurus Mid Cap Fund	Mr. Anuj Kapil	Mr. Anuj Kapil and Mr. Hemanshu Srivastava

Fund House Details & Investment Objective

Date of Incorporation

24 October 2008

Total AUM (Cr)

₹129.59

Taurus Mid Cap Fund (IDCW) is an Mid Cap Fund-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in 24 October 2008, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹129.59 (Cr), as of 1 January 2025, Taurus Mid Cap Fund (IDCW) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 18.37% since its launch.
The current NAV of Taurus Mid Cap Fund (IDCW) is ₹107.11, as on 1 January 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Taurus Mid Cap Fund (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If exited on or before 365 days. Nil - If exited after 365 days. The fund has generated 18.43% and 22.27% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.47% in Equity, 1.53% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 10.20% in Finance, 10.16% in Banks, 7.82% in IT-Software, 6.21% in Telecom-Services, 5.86% in Auto Components

FAQs

How to Invest in Taurus Mid Cap Fund (IDCW) Direct Growth?

Taurus Mid Cap Fund (IDCW) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 18.37% since inception. Looking to invest in Taurus Mid Cap Fund (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Mid Cap Fund (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Taurus Mid Cap Fund (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Taurus Mid Cap Fund (IDCW) today and reap the benefits of this Mid Cap Fund fund!

How much returns has Taurus Mid Cap Fund (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Taurus Mid Cap Fund (IDCW) has generated annualised return of 11.13%. In the long-term, the fund has generated 18.43% and 22.27% in 3 and 5 years respectively. Since its inception, the fund has generated 18.37% returns.

What is the expense ratio of Taurus Mid Cap Fund (IDCW) Direct Growth?

The expense ratio of Taurus Mid Cap Fund (IDCW) Direct Growth is 2.57%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Taurus Mid Cap Fund (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Taurus Mid Cap Fund (IDCW) is ₹129.59 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Taurus Mid Cap Fund (IDCW) Direct Growth?

Redeeming or selling units of Taurus Mid Cap Fund (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Taurus Mid Cap Fund (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Taurus Mid Cap Fund (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).