Fund Overview of Taurus Mid Cap Fund Direct - Growth
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₹130.1 CrAUM
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₹129.88NAV
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2.13%Expense Ratio
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EquityFund Category
Returns of Taurus Mid Cap Fund Direct - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.62% | NA | 4.37% |
| 6 Months | 17.61% | NA | 15.67% |
| 1 Year | -2.97% | -2.97% | -0.50% |
| 2 Years | 27.59% | 12.95% | 23.18% |
| 3 Years | 63.81% | 17.88% | 22.72% |
| 5 Years | 160.16% | 21.07% | 26.92% |
| 7 Years | 220.92% | 18.13% | NA |
| 10 Years | 318.04% | 15.38% | 16.72% |
Asset Allocation
equities
97.11%other assets or cash equivalents
2.89%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 ₹130.1 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.13%. Fund Manager Manager Education Fund Manager Manager EducationAbout Taurus Mid Cap Fund Direct - Growth
The portfolio allocation consists of 97.11% in equities, 2.89% in other assets or cash equivalents. Managed by Anuj Kapil, it has delivered a return of -2.97% in the last year, a total return since inception of 16.78%.
Key Metrics of Taurus Mid Cap Fund Direct - Growth
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Standard Deviation16.49%
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Sharpe Ratio0.67%
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Alpha-3.18%
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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 |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Mid Cap Direct Fund-growth  |
₹6,106 | 0.19% | -1.13% | -4.06% | 19.56% | 24.97% |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | 0.12% | -1.35% | -4.84% | 18.56% | 23.89% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | 0.39% | -2.62% | -2.97% | 17.88% | 21.07% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | 0.39% | -2.62% | -2.97% | 17.88% | 21.07% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | 0.36% | -2.72% | -3.37% | 17.44% | 20.63% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | 0.36% | -2.72% | -3.37% | 17.44% | 20.63% |
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 |
|---|---|---|---|---|---|---|
|
Taurus Mid Cap Fund Regular - Growth
|
₹130 | 0.36% | -2.72% | 17.38% | -3.37% | 17.44% |
|
Taurus Mid Cap Fund Regular - Growth
|
₹130 | 0.36% | -2.72% | 17.38% | -3.37% | 17.44% |
|
Taurus Mid Cap Fund Regular - Growth
|
₹130 | 0.36% | -2.72% | 17.38% | -3.37% | 17.44% |
|
Taurus Mid Cap Fund Regular - Growth
|
₹130 | 0.36% | -2.72% | 17.38% | -3.37% | 17.44% |
|
Taurus Mid Cap Fund Regular- Idcw
|
₹130 | 0.36% | -2.72% | 17.38% | -3.37% | 17.44% |
|
Taurus Mid Cap Fund Regular- Idcw
|
₹130 | 0.36% | -2.72% | 17.38% | -3.37% | 17.44% |
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 |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | ₹785.42 | 18.56% | 23.89% | 13.55% |
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹6,106 | ₹876.61 | 19.56% | 24.97% | 14.56% |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth |
₹379 | ₹24.54 | 22.36% | - | - |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth |
₹379 | ₹23.86 | 21.63% | - | - |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | ₹129.88 | 17.88% | 21.07% | 15.38% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | ₹122.93 | 17.44% | 20.63% | 14.89% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | ₹129.88 | 17.88% | 21.07% | 15.38% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | ₹122.93 | 17.44% | 20.63% | 14.89% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Pace Digitek Ltd. | 4.67% | ₹6.00 Cr | |
| Pace Digitek Ltd. | 4.67% | ₹6.00 Cr | |
| Aditya Birla Capital Ltd | Financial | 4.12% | ₹5.37 Cr |
| Coforge Ltd | Technology | 4.09% | ₹5.26 Cr |
| Coforge Ltd | Technology | 4.09% | ₹5.26 Cr |
| Linde India Ltd | Materials | 3.95% | ₹5.14 Cr |
| Linde India Ltd | Materials | 3.95% | ₹5.08 Cr |
| Linde India Ltd | Materials | 3.95% | ₹5.08 Cr |
| Container Corporation Of India Ltd | Industrials | 3.89% | ₹5.06 Cr |
| Bank Of India | Financial | 3.85% | ₹4.95 Cr |
| Bank Of India | Financial | 3.85% | ₹4.95 Cr |
| Dalmia Bharat Ltd | Materials | 3.75% | ₹4.88 Cr |
| Dalmia Bharat Ltd | Materials | 3.78% | ₹4.86 Cr |
| Dalmia Bharat Ltd | Materials | 3.78% | ₹4.86 Cr |
| Regaal Resources Ltd. | Consumer Staples | 3.70% | ₹4.76 Cr |
| Regaal Resources Ltd. | Consumer Staples | 3.70% | ₹4.76 Cr |
| Lic Housing Finance Ltd | Financial | 3.67% | ₹4.72 Cr |
| Lic Housing Finance Ltd | Financial | 3.67% | ₹4.72 Cr |
| Aurobindo Pharma Ltd | Healthcare | 3.60% | ₹4.68 Cr |
| Container Corporation Of India Ltd | Industrials | 3.58% | ₹4.60 Cr |
| Container Corporation Of India Ltd | Industrials | 3.58% | ₹4.60 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.55% | ₹4.56 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.55% | ₹4.56 Cr |
| Net Receivables | Unspecified | 3.48% | ₹4.55 Cr |
| Bank Of India | Financial | 3.44% | ₹4.47 Cr |
| Coforge Ltd | Technology | 3.43% | ₹4.46 Cr |
| Aurobindo Pharma Ltd | Healthcare | 3.46% | ₹4.44 Cr |
| Aurobindo Pharma Ltd | Healthcare | 3.46% | ₹4.44 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.31% | ₹4.31 Cr |
| Creditaccess Grameen Ltd | Financial | 3.01% | ₹3.91 Cr |
| Kalpataru Limited Eq | Unspecified | 2.95% | ₹3.83 Cr |
| The Federal Bank Ltd | Financial | 2.85% | ₹3.70 Cr |
| The Federal Bank Ltd | Financial | 2.75% | ₹3.53 Cr |
| The Federal Bank Ltd | Financial | 2.75% | ₹3.53 Cr |
| Abbott India Ltd | Healthcare | 2.65% | ₹3.44 Cr |
| Au Small Finance Bank Ltd | Financial | 2.64% | ₹3.43 Cr |
| Au Small Finance Bank Ltd | Financial | 2.63% | ₹3.38 Cr |
| Au Small Finance Bank Ltd | Financial | 2.63% | ₹3.38 Cr |
| Petronet Lng Ltd | Energy & Utilities | 2.55% | ₹3.31 Cr |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | 2.50% | ₹3.25 Cr |
| Kalpataru Limited Eq | Unspecified | 2.52% | ₹3.25 Cr |
| Kalpataru Limited Eq | Unspecified | 2.52% | ₹3.25 Cr |
| Petronet Lng Ltd | Energy & Utilities | 2.50% | ₹3.21 Cr |
| Petronet Lng Ltd | Energy & Utilities | 2.50% | ₹3.21 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.45% | ₹3.19 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 2.37% | ₹3.05 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 2.37% | ₹3.05 Cr |
| Inox Wind Ltd | Industrials | 2.30% | ₹2.99 Cr |
| Voltas Ltd | Industrials | 2.31% | ₹2.97 Cr |
| Voltas Ltd | Industrials | 2.31% | ₹2.97 Cr |
| Inox Wind Ltd | Industrials | 2.30% | ₹2.96 Cr |
| Inox Wind Ltd | Industrials | 2.30% | ₹2.96 Cr |
| Vodafone Idea Ltd | Technology | 2.29% | ₹2.95 Cr |
| Vodafone Idea Ltd | Technology | 2.29% | ₹2.95 Cr |
| Abbott India Ltd | Healthcare | 2.28% | ₹2.93 Cr |
| Abbott India Ltd | Healthcare | 2.28% | ₹2.93 Cr |
| Kei Industries Ltd | Industrials | 2.28% | ₹2.93 Cr |
| Kei Industries Ltd | Industrials | 2.28% | ₹2.93 Cr |
| Voltas Ltd | Industrials | 2.25% | ₹2.92 Cr |
| Astral Ltd | Industrials | 2.15% | ₹2.80 Cr |
| Kei Industries Ltd | Industrials | 2.13% | ₹2.77 Cr |
| Persistent Systems Ltd | Technology | 2.12% | ₹2.73 Cr |
| Persistent Systems Ltd | Technology | 2.12% | ₹2.73 Cr |
| Astral Ltd | Industrials | 2.12% | ₹2.73 Cr |
| Astral Ltd | Industrials | 2.12% | ₹2.73 Cr |
| Endurance Technologies Ltd | Consumer Discretionary | 2.07% | ₹2.69 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.03% | ₹2.64 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.03% | ₹2.61 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.03% | ₹2.61 Cr |
| Vodafone Idea Ltd | Technology | 1.92% | ₹2.50 Cr |
| Repo | Unspecified | 1.94% | ₹2.50 Cr |
| Repo | Unspecified | 1.94% | ₹2.50 Cr |
| Lic Housing Finance Ltd | Financial | 1.91% | ₹2.49 Cr |
| Schaeffler India Ltd | Industrials | 1.89% | ₹2.46 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 1.85% | ₹2.41 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.87% | ₹2.40 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.87% | ₹2.40 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.84% | ₹2.40 Cr |
| Rec Ltd | Financial | 1.84% | ₹2.39 Cr |
| Rec Ltd | Financial | 1.76% | ₹2.26 Cr |
| Rec Ltd | Financial | 1.76% | ₹2.26 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 1.68% | ₹2.16 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 1.68% | ₹2.16 Cr |
| Deepak Nitrite Ltd | Materials | 1.64% | ₹2.14 Cr |
| Samhi Hotels Ltd. | Consumer Discretionary | 1.64% | ₹2.13 Cr |
| Deepak Nitrite Ltd | Materials | 1.66% | ₹2.13 Cr |
| Deepak Nitrite Ltd | Materials | 1.66% | ₹2.13 Cr |
| Metro Brands Ltd | Consumer Discretionary | 1.63% | ₹2.09 Cr |
| Metro Brands Ltd | Consumer Discretionary | 1.63% | ₹2.09 Cr |
| Exide Industries Ltd | Consumer Discretionary | 1.61% | ₹2.08 Cr |
| Exide Industries Ltd | Consumer Discretionary | 1.61% | ₹2.08 Cr |
| Pvr Ltd | Consumer Discretionary | 1.57% | ₹2.05 Cr |
| Exide Industries Ltd | Consumer Discretionary | 1.57% | ₹2.04 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 1.56% | ₹2.03 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 1.58% | ₹2.03 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 1.58% | ₹2.03 Cr |
| Metro Brands Ltd | Consumer Discretionary | 1.55% | ₹2.01 Cr |
| Hdfc Asset Management Company Ltd | Financial | 1.51% | ₹1.96 Cr |
| Hdfc Asset Management Company Ltd | Financial | 1.49% | ₹1.92 Cr |
| Hdfc Asset Management Company Ltd | Financial | 1.49% | ₹1.92 Cr |
| Samhi Hotels Ltd. | Consumer Discretionary | 1.44% | ₹1.85 Cr |
| Samhi Hotels Ltd. | Consumer Discretionary | 1.44% | ₹1.85 Cr |
| Schaeffler India Ltd | Industrials | 1.42% | ₹1.83 Cr |
| Schaeffler India Ltd | Industrials | 1.42% | ₹1.83 Cr |
| Balkrishna Industries Ltd | Consumer Discretionary | 1.35% | ₹1.74 Cr |
| Balkrishna Industries Ltd | Consumer Discretionary | 1.35% | ₹1.74 Cr |
| Endurance Technologies Ltd | Consumer Discretionary | 1.33% | ₹1.71 Cr |
| Endurance Technologies Ltd | Consumer Discretionary | 1.33% | ₹1.71 Cr |
| Persistent Systems Ltd | Technology | 1.29% | ₹1.68 Cr |
| Finolex Cables Ltd | Industrials | 1.09% | ₹1.41 Cr |
| Aditya Birla Fashion And Retail Ltd | Consumer Discretionary | 1.04% | ₹1.36 Cr |
| Finolex Cables Ltd | Industrials | 1.02% | ₹1.31 Cr |
| Finolex Cables Ltd | Industrials | 1.02% | ₹1.31 Cr |
| Dam Capital Advisors Ltd. | Financial | 0.99% | ₹1.28 Cr |
| Dam Capital Advisors Ltd. | Financial | 0.99% | ₹1.28 Cr |
| Swiggy Ltd. | Technology | 0.99% | ₹1.27 Cr |
| Swiggy Ltd. | Technology | 0.99% | ₹1.27 Cr |
| Aditya Birla Capital Ltd | Financial | 0.98% | ₹1.26 Cr |
| Aditya Birla Capital Ltd | Financial | 0.98% | ₹1.26 Cr |
| Net Receivables | Unspecified | 0.95% | ₹1.24 Cr |
| Net Receivables | Unspecified | 0.95% | ₹1.24 Cr |
| Itc Ltd | Consumer Staples | 0.95% | ₹1.24 Cr |
| Swiggy Ltd. | Technology | 0.93% | ₹1.21 Cr |
| Faze Three Ltd | Consumer Discretionary | 0.93% | ₹1.21 Cr |
| Chemtech Industrial Valves Ltd | Industrials | 0.91% | ₹1.17 Cr |
| Chemtech Industrial Valves Ltd | Industrials | 0.91% | ₹1.17 Cr |
| Chemtech Industrial Valves Ltd | Industrials | 0.86% | ₹1.11 Cr |
| Acc Ltd | Materials | 0.85% | ₹1.10 Cr |
| Acc Ltd | Materials | 0.85% | ₹1.10 Cr |
| Creditaccess Grameen Ltd | Financial | 0.85% | ₹1.09 Cr |
| Creditaccess Grameen Ltd | Financial | 0.85% | ₹1.09 Cr |
| Acc Ltd | Materials | 0.82% | ₹1.07 Cr |
| Oracle Financial Services Software Ltd | Technology | 0.78% | ₹1.02 Cr |
| Oracle Financial Services Software Ltd | Technology | 0.78% | ₹1.01 Cr |
| Oracle Financial Services Software Ltd | Technology | 0.78% | ₹1.01 Cr |
| Tata Communications Ltd | Technology | 0.73% | ₹0.95 Cr |
| Tata Communications Ltd | Technology | 0.69% | ₹0.89 Cr |
| Tata Communications Ltd | Technology | 0.69% | ₹0.89 Cr |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | 0.61% | ₹0.78 Cr |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | 0.61% | ₹0.78 Cr |
| Itc Ltd | Consumer Staples | 0.44% | ₹0.57 Cr |
| Itc Ltd | Consumer Staples | 0.44% | ₹0.57 Cr |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | 0.40% | ₹0.52 Cr |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | 0.38% | ₹0.49 Cr |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | 0.38% | ₹0.49 Cr |
| Hindware Home Innovation Ltd | Consumer Discretionary | 0.36% | ₹0.46 Cr |
| Inox Wind Ltd. - Right Entitlement1 | Industrials | 0.03% | ₹0.04 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹876.61 | 19.56% | 24.97% | - |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹785.42 | 18.56% | 23.89% | - |
| Taurus Mid Cap Fund Direct - Growth |
₹129.88 | 17.88% | 21.07% | - |
| Taurus Mid Cap Fund Direct - Growth |
₹129.88 | 17.88% | 21.07% | - |
| Taurus Mid Cap Fund Regular - Growth |
₹122.93 | 17.44% | 20.63% | - |
| Taurus Mid Cap Fund Regular - Growth |
₹122.93 | 17.44% | 20.63% | - |
growth is based on 5Y returns of the funds
Taurus Mid Cap Fund Direct - Growth
What is the current AUM of Taurus Mid Cap Fund Direct - Growth?
As of Thu Jul 31, 2025, Taurus Mid Cap Fund Direct - Growth manages assets worth ₹130.1 crore
How has Taurus Mid Cap Fund Direct - Growth performed recently?
- 3 Months: -2.62%
- 6 Months: 17.61%
What is the long-term performance of Taurus Mid Cap Fund Direct - Growth?
- 3 Years CAGR: 17.88%
- 5 Years CAGR: 21.07%
- Since Inception: 16.78%
What is the portfolio composition of Taurus Mid Cap Fund Direct - Growth?
Equity: 97.11%, Others: 2.89%.
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?
Large Cap: 4.20%, Mid Cap: 76.64%, Small Cap: 19.16%.
Which are the top companies Taurus Mid Cap Fund Direct - Growth has invested in?
- Pace Digitek Ltd. – 4.67% of the fund's portfolio
- Pace Digitek Ltd. – 4.67% of the fund's portfolio
- Aditya Birla Capital Ltd – 4.12% of the fund's portfolio
- Coforge Ltd – 4.09% of the fund's portfolio
- Coforge Ltd – 4.09% of the fund's portfolio
Which are the major sectors Taurus Mid Cap Fund Direct - Growth focuses on?
- Industrials – 60.35% of the fund's portfolio
- Financial – 59.26% of the fund's portfolio
- Consumer Discretionary – 32.42% of the fund's portfolio
- Technology – 31.00% of the fund's portfolio
- Materials – 30.64% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
