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Fund Overview of Taurus Mid Cap Fund Direct-growth
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₹124.8 CrAUM
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₹125.36NAV
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2.20%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Taurus Mid Cap Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.85% | NA | 4.37% |
| 6 Months | -1.07% | NA | 15.67% |
| 1 Year | -1.67% | -1.67% | -0.50% |
| 2 Years | -4.43% | -2.24% | 23.18% |
| 3 Years | 39.98% | 11.86% | 22.72% |
| 5 Years | 76.93% | 12.09% | 26.92% |
| 7 Years | 190.89% | 16.48% | NA |
| 10 Years | 310.03% | 15.15% | 16.72% |
Compare Taurus Mid Cap Fund Direct-growth with other mutual funds in the same category
Taurus Mid Cap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
96.00%other assets or cash equivalents
4.00%Taurus Mid Cap Fund Direct-growth is one Equity mutual fund offered by Taurus Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital appreciation. Investment in equity & equity related instruments predominantly in midcap stocks. It manages assets worth ₹124.8 crore as on Sun May 31, 2026. The expense ratio stands at 2.2%. Fund Manager Manager Education Fund Manager Manager EducationAbout Taurus Mid Cap Fund Direct-growth
The portfolio allocation consists of 96.00% in equities, 4.00% in other assets or cash equivalents.Managed by Anuj Kapil, it has delivered a return of -1.67% in the last year, a total return since inception of 15.60%.
Identifying the right best sip plan plays a vital part for systematic investing.
Key Metrics of Taurus Mid Cap Fund Direct-growth
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Standard Deviation18.58%
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Sharpe Ratio0.44%
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Alpha-6.83%
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Beta0.99%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Taurus Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Taurus Mid Cap Fund Regular-growth
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₹125 | 2.43% | 8.73% | -1.32% | -2.13% | 11.41% |
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Taurus Mid Cap Fund Direct-idcw
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₹125 | 2.47% | 8.85% | -1.07% | -1.67% | 11.86% |
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Taurus Mid Cap Fund Regular-idcw
|
₹125 | 2.43% | 8.73% | -1.32% | -2.13% | 11.41% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Linde India Ltd | Materials | 5.85% | ₹7.30 Cr |
| Persistent Systems Ltd | Technology | 5.83% | ₹7.27 Cr |
| Aurobindo Pharma Ltd | Healthcare | 4.70% | ₹5.87 Cr |
| Pace Digitek Ltd. | 4.55% | ₹5.68 Cr | |
| The Federal Bank Ltd | Financial | 4.24% | ₹5.29 Cr |
| Coforge Ltd | Technology | 4.17% | ₹5.20 Cr |
| Vodafone Idea Ltd | Technology | 4.06% | ₹5.07 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 3.62% | ₹4.52 Cr |
| Repo | Unspecified | 3.61% | ₹4.50 Cr |
| Rec Ltd | Financial | 3.42% | ₹4.26 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.36% | ₹4.19 Cr |
| Insolation Energy Ltd | Energy & Utilities | 3.08% | ₹3.85 Cr |
| Petronet Lng Ltd | Energy & Utilities | 3.03% | ₹3.79 Cr |
| Pi Industries Ltd | Materials | 3.01% | ₹3.76 Cr |
| Container Corporation Of India Ltd | Industrials | 2.88% | ₹3.60 Cr |
| Abbott India Ltd | Healthcare | 2.77% | ₹3.45 Cr |
| Regaal Resources Ltd. | Consumer Staples | 2.73% | ₹3.41 Cr |
| Mphasis Ltd | Technology | 2.73% | ₹3.40 Cr |
| Deepak Nitrite Ltd | Materials | 2.63% | ₹3.28 Cr |
| Bank Of India | Financial | 2.58% | ₹3.22 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Taurus Mid Cap Fund Direct-growth
What is the current AUM of Taurus Mid Cap Fund Direct-growth?
As of Sun May 31, 2026, Taurus Mid Cap Fund Direct-growth manages assets worth ₹124.8 crore
How has Taurus Mid Cap Fund Direct-growth performed recently?
- 3 Months: 8.85%
- 6 Months: -1.07%
What is the long-term performance of Taurus Mid Cap Fund Direct-growth?
- 3 Years CAGR: 11.86%
- 5 Years CAGR: 12.09%
- Since Inception: 15.60%
What is the portfolio composition of Taurus Mid Cap Fund Direct-growth?
Equity: 96.00%, Others: 4.00%.
Who manages Taurus Mid Cap Fund Direct-growth?
Taurus Mid Cap Fund Direct-growth is managed by Anuj Kapil from Taurus Mutual Fund.
What is the market-cap allocation of Taurus Mid Cap Fund Direct-growth?
Mid Cap: 73.03%, Small Cap: 26.97%.
Which are the top companies Taurus Mid Cap Fund Direct-growth has invested in?
- Linde India Ltd – 5.85% of the fund's portfolio
- Persistent Systems Ltd – 5.83% of the fund's portfolio
- Aurobindo Pharma Ltd – 4.70% of the fund's portfolio
- Pace Digitek Ltd. – 4.55% of the fund's portfolio
- The Federal Bank Ltd – 4.24% of the fund's portfolio
Which are the major sectors Taurus Mid Cap Fund Direct-growth focuses on?
- Technology – 16.79% of the fund's portfolio
- Materials – 11.49% of the fund's portfolio
- Financial – 10.24% of the fund's portfolio
- Industrials – 9.86% of the fund's portfolio
- Healthcare – 7.47% of the fund's portfolio
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