Taurus Mid Cap Fund - Direct (IDCW)
Mid Cap FundNAV
95.63(-0.80%)Fund Size (CR)
₹105.98Expense Ratio
1.98Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
15.85%
- 3M
- 6M
- 1Y
- 3Y
- All
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 | 4 March 2025 | 10178.44 | 1.78% | - | 1.68% | 55/119 |
| 1 Month | 11 February 2025 | 9565.39 | -4.35% | - | -3.57% | 93/119 |
| 3 Month | 11 December 2024 | 8184.06 | -18.16% | - | -17.43% | 86/119 |
| 6 Month | 11 September 2024 | 8025.98 | -19.74% | - | -16.22% | 110/119 |
| 1 Year | 11 March 2024 | 9275.48 | -7.25% | -7.25% | 5.35% | 112/119 |
| 3 Year | 11 March 2022 | 15067.21 | 50.67% | 14.63% | 18.62% | 90/103 |
| 5 Year | 11 March 2020 | 24442.19 | 144.42% | 19.56% | 23.99% | 87/95 |
| Since Inception | 3 January 2013 | 60137.31 | 501.37% | 15.85% | 18.61% | 99/119 |
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 April 2024 | 1,20,000 | 115003.39 | -4.16% | -4.16% |
| 3 Year | 1 April 2022 | 3,60,000 | 452001.30 | 25.56% | 7.88% |
| 5 Year | 1 April 2020 | 6,00,000 | 956542.76 | 59.42% | 9.78% |
| 10 Year | 1 April 2015 | 12,00,000 | 2772575.02 | 131.05% | 8.74% |
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
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
5.21%
Standard Deviation
1.01%
Beta
0.47%
Sharpe Ratio
-0.05%
Treynor's Ratio
-4.47%
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 | 4.50% | 501241 | 4.77 | Equity | Banks |
| AU Small Finance | 4.18% | 78264 | 4.43 | Equity | Banks |
| Aurobindo Pharma | 4.09% | 41000 | 4.34 | Equity | Pharmaceuticals |
| Coforge | 3.75% | 5400 | 3.98 | Equity | IT - Software |
| Voltas | 3.66% | 29484 | 3.88 | Equity | Consumer Durables |
| Dalmia BharatLtd | 3.48% | 21844 | 3.69 | Equity | Cement |
| Container Corpn. | 3.35% | 57000 | 3.55 | Equity | Logistics |
| Aditya Birla Cap | 3.08% | 209026 | 3.27 | Equity | Finance |
| Federal Bank | 3.07% | 183012 | 3.25 | Equity | Banks |
| Indian Hotels Co | 2.91% | 43028 | 3.08 | Equity | Hotels & Restaurants |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus Mid Cap Fund - Direct (IDCW) | 105.98 | -4.35% | -18.16% | -19.74% | -7.25% | 14.63% | |
| Motilal Oswal Midcap Fund-Dir (G) | 23703.68 | -4.71% | -21.07% | -14.07% | 16.57% | 29.24% | |
| Motilal Oswal Midcap Fund-Dir (IDCW) | 23703.68 | -4.71% | -21.07% | -14.07% | 16.57% | 29.25% | |
| Invesco India Midcap Fund - Direct (G) | 5246.54 | -3.31% | -17.80% | -12.74% | 14.66% | 22.29% | |
| Invesco India Midcap Fund - Direct (IDCW) | 5246.54 | -3.32% | -17.81% | -12.75% | 14.64% | 22.27% | |
| Edelweiss Mid Cap Fund - Direct (IDCW) | 7729.29 | -3.67% | -18.53% | -13.91% | 11.41% | 22.83% |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | Equity | Very High | -1.31% | 1 | ₹44.07 |
| Taurus Mid Cap Fund | Equity | Very High | -7.25% | 1 | ₹105.98 |
| Taurus Banking & Financial Services Fund | Equity | Very High | -0.04% | 2 | ₹10.24 |
| Taurus Ethical Fund | Equity | Very High | -0.65% | 0 | ₹251.45 |
| Taurus Infrastructure Fund | Equity | Very High | -1.88% | 1 | ₹7.92 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 3.75% | 4 | ₹72.17 |
| Taurus Nifty 50 Index Fund | Other | Very High | 0.92% | 0 | ₹4.81 |
| Taurus Flexi Cap Fund | Equity | Very High | -1.88% | 2 | ₹320.80 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹105.98
Taurus Mid Cap Fund - Direct (IDCW) is an Mid Cap Fund-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in 1 January 2013, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹105.98 (Cr), as of 12 March 2025, Taurus Mid Cap Fund - Direct (IDCW) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 15.85% since its launch.
The current NAV of Taurus Mid Cap Fund - Direct (IDCW) is ₹95.63, as on 12 March 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Taurus Mid Cap Fund - Direct (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 14.63% and 19.56% 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 95.09% in Equity, 3.77% in Debt and 1.14% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 11.12% in Banks, 10.36% in Finance, 7.28% in IT-Software, 6.86% in Telecom-Services, 6.49% in Pharmaceuticals & Biotech
FAQs
How to Invest in Taurus Mid Cap Fund - Direct (IDCW) Direct Growth?
Taurus Mid Cap Fund - Direct (IDCW) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 15.85% since inception. Looking to invest in Taurus Mid Cap Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus Mid Cap Fund - Direct (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 on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Taurus Mid Cap Fund - Direct (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: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode 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: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Taurus Mid Cap Fund - Direct (IDCW) today and reap the benefits of this Mid Cap Fund fund!
How much returns has Taurus Mid Cap Fund - Direct (IDCW) Direct Growth generated?
What is the expense ratio of Taurus Mid Cap Fund - Direct (IDCW) Direct Growth?
What is the AUM of Taurus Mid Cap Fund - Direct (IDCW) Fund Direct Growth?
How to redeem or withdraw money from Taurus Mid Cap Fund - Direct (IDCW) Direct Growth?
Redeeming or selling units of Taurus Mid Cap Fund - Direct (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 - Direct (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 - Direct (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).