Taurus Mid Cap Fund - IDCW - Direct Plan

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  • 1.14 %Nav, as on 02-04-2025

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  • Net Change on 02-04-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The prime objective of the Scheme is to achieve long term capital appreciation by investingin a portfolio consisting of equity and equity related securities predominantly of mid capcompanies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Taurus Mid Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 9.05 -9.96 -3.62 14.50 26.29 16.44
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Taurus Mid Cap Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option Jan 01, 2013 Unrated -3.62 14.50 26.29 1.98 105.98
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Dec 31, 2012 8.14 24.34 36.04 0.83 67,578.59
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 12.82 19.02 33.89 0.45 43,941.48
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 11.64 23.12 36.47 0.80 30,276.31
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 10.41 15.70 27.27 0.57 26,087.92
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 16.43 28.82 39.34 0.68 23,703.68

Fund Holdings as on 28-February-2025

  • Bank of India

  • AU Small Finance Bank Ltd.

  • Aurobindo Pharma Ltd.

  • TREPS

  • Coforge Ltd.

  • Voltas Ltd.

  • Dalmia Bharat Ltd.

  • Container Corporation of India Ltd.

  • Aditya Birla Capital Ltd.

  • The Federal Bank Ltd.

  • The Indian Hotels Company Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Credit Access Grameen Ltd.

  • Inox Wind Energy Ltd.

  • Vodafone Idea Ltd.

  • Astral Ltd.

  • Indus Towers Ltd.

  • Yatharth Hospital & Trauma Care Ser Ltd.

  • Schaeffler India Ltd.

  • REC Ltd.

  • LIC Housing Finance Ltd.

  • Faze Three Ltd.

  • Endurance Technologies Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • PVR Inox Ltd.

  • Tata Communications Ltd.

  • Metro Brands Ltd.

  • Mphasis Ltd.

  • Abbott India Ltd.

  • GMR Airports Ltd.

  • Oberoi Realty Ltd.

  • Samhi Hotels Ltd.

  • Aditya Birla Real Estate Ltd.

  • NMDC Ltd.

  • HDFC Asset Management Co. Ltd.

  • The New India Assurance Co. Ltd.

  • L&T Technology Services Ltd.

  • Net Receivable / Payable

  • Reliance Industries Ltd.

  • Hindware Home Innovation Ltd.

  • Oracle Financial Services Software Ltd.

  • Chemtech Industrial Valves Ltd.

  • Tata Technologies Ltd.

  • Oil India Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Sanghi Industries Ltd.

  • Bank of Maharashtra

  • Bharat Heavy Electricals Ltd.

  • MSTC Ltd.

  • Steel Authority of India Ltd.

  • KEI Industries Ltd.

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Bank - Public

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Refineries

  • Air Conditioners

  • Logistics

  • Power Generation/Distribution

  • Retailing

  • Plastic Products

  • Hospital & Healthcare Services

  • Bearings

  • Finance Term Lending

  • Finance - Housing

  • Auto Ancillary

  • Textile

  • Film Production, Distribution & Entertainment

  • Engineering - Industrial Equipments

  • Airport Management Services

  • Construction - Real Estate

  • Diversified

  • Finance - Asset Management

  • Mining & Minerals

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Oil Exploration

  • Trading

  • Steel & Iron Products

  • Cable

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Fund Manager

  • Education:B.E (Biotechnology), MBA
  • Experience:12
  • Basic Details:Mr. Srivastava has 12+ years of experience in the Indian equity markets. He has worked as the Head of Research and Co-Fund Manager in Kaizen Asset Management (FPI). Before this, he worked with Dal Investments (Family Office) asHead of Research. Prior to that, he has also worked as Head of Research in quant Money Manager & Lead Sector Analyst in Quant Capital, KR Choksey, Elara Capital & Bonanza Portfolio.
  • Funds Managed:
  • Taurus Mid Cap Fund
  • Taurus Mid Cap Fund

Most Recent Dividend

  • 19/12/2016

  • Cash

  • Equity

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About Taurus Mid Cap Fund

Scheme Analysis

Taurus Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Taurus Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹105.98 crore. Taurus Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Taurus Mid Cap Fund ended up ₹1.15(1.14%)yesterday to ₹102.08.

Among its top 3 holdings the fund has exposure to Bank of India, and

The Taurus Mid Cap Fund is managed by Anuj Kapil and Hemanshu Srivastava.

Fund House Contact

3rd Floor, 301-304, AML Centre - 2, 8, Mahal Industrial Estate, Mahakali Caves Rd., Andheri(E) Mumbai - 400093

022-66242700
022-66242751/52