Taurus Mid Cap Fund – Direct (IDCW)

Equity · Mid Cap
 · ★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
2.27 %
Expense Ratio
★★
Rating
140
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 06 September 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32.2% 22.6% 28.2% 19%
Category Average 44.3% 26.4% 31.7% -

Scheme Allocation

By Holding
By Sector
By Asset
3.12%
Others
83.34%
View all Holdings
Holdings Sector Instrument Asset
Bank of India Banks Equity 4.62%
Astral Plastic products Equity 3.12%
Vodafone Idea Telecomm-Service Equity 3.05%
CreditAcc. Gram. Finance Equity 2.97%
Igarashi Motors Capital Goods - Electrical Equipment Equity 2.9%
Dalmia BharatLtd Cement Equity 2.89%
Federal Bank Banks Equity 2.85%
REC Ltd Finance Equity 2.78%
Aditya Birla Cap Finance Equity 2.75%
Faze Three Textiles Equity 2.61%
Indus Towers Telecomm Equipment & Infra Services Equity 2.44%
Schaeffler India Bearings Equity 2.44%
Coforge IT - Software Equity 2.43%
Indian Hotels Co Hotels & Restaurants Equity 2.41%
Endurance Tech. Auto Ancillaries Equity 2.4%
Glaxosmi. Pharma Pharmaceuticals Equity 2.37%
LIC Housing Fin. Finance Equity 2.33%
Swan Energy Diversified Equity 2.3%
S A I L Steel Equity 2.26%
IDFC First Bank Banks Equity 2.15%
NMDC Mining & Mineral products Equity 2.14%
H P C L Refineries Equity 2.05%
TARC Ltd Realty Equity 1.96%
Tata Comm Telecomm-Service Equity 1.92%
Inox Wind Energy Power Generation & Distribution Equity 1.86%
Ipca Labs. Pharmaceuticals Equity 1.79%
Deepak Fertiliz. Chemicals Equity 1.67%
Samhi Hotels Hotels & Restaurants Equity 1.67%
Voltas Consumer Durables Equity 1.64%
Mphasis IT - Software Equity 1.62%
TV18 Broadcast Entertainment Equity 1.61%
Hindware Home In Retail Equity 1.56%
KRBL FMCG Equity 1.54%
Century Textiles Paper Equity 1.53%
Indraprastha Gas Gas Distribution Equity 1.37%
Oberoi Realty Realty Equity 1.33%
Abbott India Pharmaceuticals Equity 1.13%
Oracle Fin.Serv. IT - Software Equity 1.13%
Oil India Crude Oil & Natural Gas Equity 1.1%
HDFC AMC Finance Equity 1.02%
L&T Technology IT - Software Equity 0.97%
Container Corpn. Logistics Equity 0.97%
MSTC E-Commerce/App based Aggregator Equity 0.96%
Sanghi Industrie Cement Equity 0.93%
Piramal Enterp. Finance Equity 0.93%
Aurobindo Pharma Pharmaceuticals Equity 0.92%
Va Tech Wabag Infrastructure Developers & Operators Equity 0.86%
Alkem Lab Pharmaceuticals Equity 0.82%
B H E L Capital Goods - Electrical Equipment Equity 0.8%
Sundaram Finance Finance Equity 0.61%
Parag Milk Foods FMCG Equity 0.56%
ACC Cement Equity 0.55%
Marico Edible Oil Equity 0.53%
Coromandel Inter Fertilizers Equity 0.52%
BLS Internat. IT - Software Equity 0.5%
Gujarat Fluoroch Chemicals Equity 0.47%
Usha Martin Steel Equity 0.43%
Tata Technolog. IT - Software Equity 0.28%
Tata Chemicals Chemicals Equity 0.26%
Finance
12.37%
Banks
9.62%
Auto Components
7.74%
Telecom-Services
7.41%
Pharmaceuticals & Biotech
7.03%
Others
55.83%
View all Sectors
Sectors Asset
Finance 12.37%
Banks 9.62%
Auto Components 7.74%
Telecom-Services 7.41%
Pharmaceuticals & Biotech 7.03%
IT-Software 5.18%
Leisure Services 4.58%
Cement & Cement Products 4.37%
Industrial Products 3.55%
Realty 3.29%
Consumer Durables 3.2%
Electrical Equipments 2.66%
Textiles & Apparels 2.61%
Chemicals & Petrochemical 2.4%
Diversified 2.3%
Ferrous Metals 2.26%
Minerals & Mining 2.14%
Agricultural Food & other 2.07%
Petroleum Products 2.05%
Entertainment 1.61%
Paper, Forest & Jute Prod 1.53%
Cash & Others 1.42%
Gas 1.37%
IT-Services 1.25%
Oil 1.1%
Capital Markets 1.02%
Transport Services 0.97%
Commercial Services & Sup 0.96%
Other Utilities 0.86%
Food Products 0.56%
Fertilisers & Agrochemica 0.52%
Equity
98.58%
Net Curr Ass/Net Receivables
1.42%
Others
0%

Advance Ratio

-3.43
Alpha
4.68
SD
1
Beta
0.94
Sharpe

Exit Load

Exit Load 1.00% - If exited on or before 365 days. Nil - If exited after 365 days.

Fund Objective

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

Fund Managers

Anuj Kapil

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Taurus Mutual Fund
AUM:
800 Cr
Address:
3rd Floor, 301-304, Chandravillas Premises Society Ltd, Caves Road, Andheri-East, Mumbai-93.
Contact:
022-66242700
Email ID:
customercare@taurusmutualfund.com

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Frequently Asked Questions

How to invest in Taurus Mid Cap Fund – Direct (IDCW) ?

You can invest in Taurus Mid Cap Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Taurus Mid Cap Fund – Direct (IDCW) in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

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

The NAV of Taurus Mid Cap Fund – Direct (IDCW) is ₹120.6 as of 06 September 2024.

How to redeem Taurus Mid Cap Fund – Direct (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Taurus Mid Cap Fund – Direct (IDCW)?

The minimum SIP amount of Taurus Mid Cap Fund – Direct (IDCW) is ₹500

What are the top sectors Taurus Mid Cap Fund – Direct (IDCW) has invested in?

The top sectors Taurus Mid Cap Fund – Direct (IDCW) has invested in are
  1. Finance - 12.37%
  2. Banks - 9.62%
  3. Auto Components - 7.74%
  4. Telecom-Services - 7.41%
  5. Pharmaceuticals & Biotech - 7.03%

Can I make investments in both the SIP and Lump Sum schemes of Taurus Mid Cap Fund – Direct (IDCW)?

Yes, You can select both SIP or Lumpsum investment of Taurus Mid Cap Fund – Direct (IDCW) based on your investment objective and risk tolerance.

How much returns have Taurus Mid Cap Fund – Direct (IDCW) generated ?

The Taurus Mid Cap Fund – Direct (IDCW) has delivered 19% since inception

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

The expense ratio of Taurus Mid Cap Fund – Direct (IDCW) is 2.27 % as of 06 September 2024.

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

The AUM of Taurus Mid Cap Fund – Direct (IDCW) is ₹800 Cr as of 06 September 2024

What are the top stock holdings of Taurus Mid Cap Fund – Direct (IDCW)?

The top stock holdings of Taurus Mid Cap Fund – Direct (IDCW) are
  1. Bank of India - 4.62%
  2. Astral - 3.12%
  3. Vodafone Idea - 3.05%
  4. CreditAcc. Gram. - 2.97%
  5. Igarashi Motors - 2.9%

How can I redeem my investments in Taurus Mid Cap Fund – Direct (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Taurus Mid Cap Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
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