Overview
Taurus Mid Cap Fund Direct Growth
Taurus Mutual Fund
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
Investments in Taurus Mid Cap Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 119.32
Fund Size (AUM)
₹114.44 Cr
Risk
Very High (Risk rating: 6/10)
Minimum Investment
Lumpsum: ₹ 500
SIP: ₹500
Launch Date
01-Jan-2013
Expense Ratio
2.16%
Exit Load
Exit load of 1% if redeemed within 365 days.
Benchmark
NIFTY Midcap 150 Total Return Index
Standard Deviation
18.11
History
Performance & Ratios
1-Year SIP Return
-27.21%
3-Year SIP Return
8.39%
5-Year SIP Return
14.72%
Mean Return
7.9%
Alpha
-5.03
Beta
1.0
Sharpe Ratio
0.49
Sortino Ratio
0.83
Information Ratio
-0.93
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 1.2% | 14.85% | 24.95% | 16.89% |
| Category Average | 9.96% | 18.68% | 30.26% | N/A |
| Rank Within Category | 40 | 30 | 24 | N/A |
Holdings (49)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| Bank of India | Financial | Equity | 4.69% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 4.15% |
| Coforge Ltd. | Technology | Equity | 3.82% |
| Voltas Ltd. | Consumer Discretionary | Equity | 3.76% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.65% |
| Dalmia Bharat Ltd. | Construction | Equity | 3.47% |
| Container Corporation Of India Ltd. | Services | Equity | 3.44% |
| Aditya Birla Capital Ltd. | Financial | Equity | 3.38% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 3.24% |
| The Federal Bank Ltd. | Financial | Equity | 3.08% |
Holdings Analysis
Peer Comparison
Peer Comparison
| Fund Name | AUM (₹ Cr) | 1Y Return (%) | 3Y Return (%) | Expense Ratio (%) | Rating |
|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct Growth | 26028.34 | 15.32 | 27.2 | 0.63 | N/A |
| HDFC Mid Cap Opportunities Fund Direct Growth | 72610.08 | 12.09 | 24.42 | 0.89 | N/A |
| Nippon India Growth Fund Direct Growth | 33174.74 | 16.36 | 24.03 | 0.74 | N/A |
| Kotak Emerging Equity Fund Direct Growth | 48128.71 | 14.62 | 19.26 | 0.46 | N/A |
| SBI Magnum Mid Cap Direct Plan Growth | 20890.26 | 10.35 | 17.97 | 0.83 | N/A |
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 500
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: 1, 5, 10, 15, 28
Min Amount: ₹ 1000
Min Installments: 6
Systematic Withdrawal Plan (SWP):
Not Available
AMC Details
Asset Management Company
Taurus Mutual Fund
Taurus Mutual Fund started their mutual fund on 20/08/1993 and its managing total assets of ₹575 Cr. Its ranked at 36 as per total assets at end of 30th Sep 2016. Taurus Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
Taurus Mutual Fund is one of the first mutual funds to be registered with the Security Exchange Board of India or SEBI. It was registered with SEBI on Sept 21st, 1993 under the Mutual Fund Registration Code. This was one of the first fund houses to launch fully repatriable investments by NRIs/FIIs and since then it has received investments from across the globe.
The AMC has an extremely strong investment policy. They believe that most people invest for creating wealth and they also need trusted financial partners who will take the right decisions on behalf of them. They believe in catering to both categories of investors and they provide them with an array of mutual funds ranging across different categories and market capitalization.
The basically aim for long-term growth, as well as short-term monetary gain.
Launch Date
1993-08-20T00:00:00.061Z
Total AUM
₹ 874.33 Cr
Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
None
Website
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Taurus Mid Cap Fund Direct Growth
Taurus Mutual Fund
You May Be Interested In
LIC MF Large Cap Fund Direct Growth
Large Cap
Aditya Birla Sun Life Equity Advantage Fund Direct Growth
Large & MidCap
UTI Infrastructure Fund Direct Growth
Sectoral
LIC MF Banking & Financial Services Fund Direct Growth
Sectoral
UTI India Consumer Fund Direct Growth
Thematic
Taurus Large Cap Fund Direct Growth
Large Cap
Taurus Infrastructure Fund Direct Growth
Sectoral
LIC MF Value Fund Direct Growth
Value Oriented
Kotak Small Cap Fund Direct Growth
Small Cap
Axis Midcap Direct Plan Growth
Mid Cap
Explore More Mutual Funds
Hybrid Mutual Funds - Top Hybrid Funds
Find top hybrid mutual funds for balanced growth. Filter by NAV, fund size, and risk to choose the best hybrid funds.
Commodities Mutual Funds
Explore commodities mutual funds for diversification. Filter by NAV and fund size to find the best commodity funds.
ELSS Mutual Funds - Top Tax-Saving Funds
Discover top ELSS mutual funds for tax savings and growth. Filter by NAV, fund size, and AMC to find the best ELSS funds.
Large Cap Equity Funds
Find top large cap equity funds. Filter by AMC, NAV, and fund size to choose the best funds.
Small Cap Equity Funds
Find top small cap equity funds. Filter by AMC, NAV, and fund size to choose the best funds.
Multi Cap Equity Funds
Find top multi cap equity funds. Filter by AMC, NAV, and fund size to choose the best funds.
Flexi Cap Equity Funds
Find top flexi cap equity funds. Filter by AMC, NAV, and fund size to choose the best funds.
Liquid Debt Funds
Find top liquid debt funds. Filter by AMC, NAV, and fund size to choose the best funds.
Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Taurus Mid Cap Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Taurus Mid Cap Fund Direct Growth?
The top stocks held by Taurus Mid Cap Fund Direct Growth include Bank of India, Aurobindo Pharma Ltd., Coforge Ltd..
Which industries does Taurus Mid Cap Fund Direct Growth invest in?
Taurus Mid Cap Fund Direct Growth primarily invests in the following industries: Financial, Healthcare, Technology.
Who are the fund managers of Taurus Mid Cap Fund Direct Growth?
The fund managers of Taurus Mid Cap Fund Direct Growth are Anuj Kapil and Hemanshu Srivastava.
How many years has the fund manager been managing Taurus Mid Cap Fund Direct Growth?
Anuj Kapil:
Calculating...
Hemanshu Srivastava:
Calculating...
What is the minimum investment for Taurus Mid Cap Fund Direct Growth?
The minimum investment for Taurus Mid Cap Fund Direct Growth is ₹500 for lumpsum investments and ₹500 for SIPs.
What are the average 1-year returns for Taurus Mid Cap Fund Direct Growth?
Calculating...
What are the average 3-year returns for Taurus Mid Cap Fund Direct Growth?
Calculating...
What is the expense ratio of Taurus Mid Cap Fund Direct Growth, and how does it compare to its category?
The expense ratio of Taurus Mid Cap Fund Direct Growth is 2.16%. The average expense ratio for similar funds in the Equity is Calculating....