Taurus Mid Cap Fund – Direct Growth

Equity · Mid Cap
 · 
₹ 500
Min SIP
₹ 500
Min Lumpsum
2.16 %
Expense Ratio
Rating
117
Fund Size (in Cr)
11 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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 48.2% 20.6% 20.7% 17.9%
Category Average 54.1% 26.2% 23.2% -

Scheme Allocation

By Holding
By Sector
By Asset
3.91%
3.33%
3.15%
Others
80.43%
View all Holdings
Holdings Sector Instrument Asset
Bank of India Banks Equity 5.77%
HDFC AMC Finance Equity 3.91%
Hindware Home In Trading Equity 3.41%
Federal Bank Banks Equity 3.33%
Mphasis IT - Software Equity 3.15%
Coforge IT - Software Equity 3.02%
Faze Three Textiles Equity 2.96%
LIC Housing Fin. Finance Equity 2.89%
Sundaram Finance Finance Equity 2.77%
NMDC Mining & Mineral products Equity 2.69%
Tata Comm Telecomm-Service Equity 2.69%
MOIL Mining & Mineral products Equity 2.61%
Century Textiles Paper Equity 2.56%
B H E L Capital Goods - Electrical Equipment Equity 2.51%
Bharat Forge Castings, Forgings & Fastners Equity 2.48%
Piramal Enterp. Finance Equity 2.42%
Igarashi Motors Auto Ancillaries Equity 2.31%
REC Ltd Finance Equity 2.28%
Voltas Consumer Durables Equity 2.26%
Indus Towers Telecomm Equipment & Infra Services Equity 2.19%
Astral Plastic products Equity 2.17%
Dalmia BharatLtd Cement Equity 2.14%
Endurance Tech. Auto Ancillaries Equity 2.04%
Indraprastha Gas Gas Distribution Equity 2.03%
ACC Cement Equity 2.02%
Schaeffler India Bearings Equity 1.97%
P I Industries Agro Chemicals Equity 1.94%
Mayur Uniquoters Plastic products Equity 1.72%
Tata Chemicals Chemicals Equity 1.71%
Parag Milk Foods FMCG Equity 1.65%
Relaxo Footwear Leather Equity 1.61%
S A I L Steel Equity 1.59%
Oil India Crude Oil & Natural Gas Equity 1.53%
Oberoi Realty Realty Equity 1.15%
Juniper Hotels Hotels & Restaurants Equity 1.05%
Container Corpn. Logistics Equity 1.03%
Balkrishna Inds Tyres Equity 0.95%
Assoc.Alcohols Alcoholic Beverages Equity 0.94%
CMS Info Systems Miscellaneous Equity 0.92%
The Ramco Cement Cement Equity 0.85%
Atul Chemicals Equity 0.84%
Motherson Wiring Auto Ancillaries Equity 0.83%
Indian Hotels Co Hotels & Restaurants Equity 0.73%
Aditya AMC Finance Equity 0.69%
Firstsour.Solu. IT - Software Equity 0.68%
Happy Forgings Castings, Forgings & Fastners Equity 0.64%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.62%
Max Financial Finance Equity 0.61%
Sumitomo Chemi. Agro Chemicals Equity 0.54%
Emami FMCG Equity 0.48%
La Opala RG Glass & Glass Products Equity 0.39%
Shriram Pistons Auto Ancillaries Equity 0.37%
TARC Ltd Realty Equity 0.33%
CreditAcc. Gram. Finance Equity 0.23%
Finance
10.59%
Consumer Durables
9.39%
Banks
9.1%
Auto Components
8.47%
IT-Software
6.17%
Others
56.28%
View all Sectors
Sectors Asset
Finance 10.59%
Consumer Durables 9.39%
Banks 9.1%
Auto Components 8.47%
IT-Software 6.17%
Minerals & Mining 5.3%
Industrial Products 5.29%
Cement & Cement Products 5.01%
Telecom-Services 4.88%
Capital Markets 4.6%
Textiles & Apparels 3.58%
Cash & Others 2.8%
Paper, Forest & Jute Prod 2.56%
Chemicals & Petrochemical 2.55%
Electrical Equipments 2.51%
Fertilisers & Agrochemica 2.48%
Gas 2.03%
Leisure Services 1.78%
Food Products 1.65%
Commercial Services & Sup 1.6%
Ferrous Metals 1.59%
Oil 1.53%
Realty 1.48%
Transport Services 1.03%
Beverages 0.94%
Insurance 0.61%
Personal Products 0.48%
Equity
97.2%
Net Curr Ass/Net Receivables
2.8%

Advance Ratio

-3.09
Alpha
4.44
SD
0.99
Beta
1
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

Hardik Shah

Mr Shah is a Fund Manager- Equity. He has more than 6 years of experience working at companies like Prabhudas Lilladher Pvt Ltd as PMS Analyst & Associate Fund Manager at Anandrathi Shares & Stockbrokers Ltd and Arihant Capital Markets Ltd as Research Analyst and Uday Exports Private Limited as Executive-Finance.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Taurus Mutual Fund
AUM:
644 Cr
Address:
Ground Floor, AML Centre-1, 8 Mahal Industrial Estate, Mahakali Caves Road, Andheri-East, Mumbai-93.
Contact:
022-66242700
Email ID:
customercare@taurusmutualfund.com

More Funds from Taurus Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Taurus Mid Cap Fund – Direct Growth ?

You can invest in Taurus Mid Cap Fund – Direct Growth 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 Growth 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 Growth ?

The NAV of Taurus Mid Cap Fund – Direct Growth is ₹112.1 as of 18 March 2024.

How to redeem Taurus Mid Cap Fund – Direct Growth 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 Growth?

The minimum SIP amount of Taurus Mid Cap Fund – Direct Growth is ₹500

What are the top sectors Taurus Mid Cap Fund – Direct Growth has invested in?

The top sectors Taurus Mid Cap Fund – Direct Growth has invested in are
  1. Finance - 10.59%
  2. Consumer Durables - 9.39%
  3. Banks - 9.1%
  4. Auto Components - 8.47%
  5. IT-Software - 6.17%

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

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

How much returns have Taurus Mid Cap Fund – Direct Growth generated ?

The Taurus Mid Cap Fund – Direct Growth has delivered 17.9% since inception

What is the expense ratio of Taurus Mid Cap Fund – Direct Growth ?

The expense ratio of Taurus Mid Cap Fund – Direct Growth is 2.16 % as of 18 March 2024.

What is the AUM of Taurus Mid Cap Fund – Direct Growth?

The AUM of Taurus Mid Cap Fund – Direct Growth is ₹644 Cr as of 18 March 2024

What are the top stock holdings of Taurus Mid Cap Fund – Direct Growth?

The top stock holdings of Taurus Mid Cap Fund – Direct Growth are
  1. Bank of India - 5.77%
  2. HDFC AMC - 3.91%
  3. Hindware Home In - 3.41%
  4. Federal Bank - 3.33%
  5. Mphasis - 3.15%

How can I redeem my investments in Taurus Mid Cap Fund – Direct Growth?

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 Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now