Fund Overview of Taurus Mid Cap Fund Regular-Growth
-
₹137.5 CrAUM
-
₹127.60NAV
-
2.79%Expense Ratio
-
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.
Taurus Mid Cap Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.22% | NA | 4.37% |
| 6 Months | 9.68% | NA | 15.67% |
| 1 Year | 2.75% | 2.75% | -0.50% |
| 2 Years | 5.26% | 2.60% | 23.18% |
| 3 Years | 33.65% | 10.15% | 22.72% |
| 5 Years | 67.73% | 10.90% | 26.92% |
| 7 Years | 197.60% | 16.86% | NA |
| 10 Years | 277.77% | 14.21% | 16.72% |
Asset Allocation of Taurus Mid Cap Fund Regular-Growth
equities
95.23%other assets or cash equivalents
4.77%Taurus Mid Cap Fund Regular-Growth is one Equity mutual fund offered by Taurus Mutual Fund. Launched on 05 Sep 1994, the fund aims Long term capital appreciation. Investment in equity & equity related instruments predominantly in midcap stocks. It manages assets worth ₹137.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.79%. Fund Manager Manager Education Fund Manager Manager EducationAbout Taurus Mid Cap Fund Regular-Growth
The portfolio allocation consists of 95.23% in equities, 4.77% in other assets or cash equivalents.Managed by Anuj Kapil, it has delivered a return of 2.75% in the last year, a total return since inception of 8.23%.
Identifying the right best sip in india plays an important part in financial planning.
Key Metrics of Taurus Mid Cap Fund Regular-Growth
-
Standard Deviation18.51%
-
Mean10.27%
-
Sharpe Ratio0.25%
-
Alpha-3.59%
-
Beta0.94%
-
Sortino Ratio0.40%
Taurus Mid Cap Fund Regular-Growth Fund Details
|
|
Compare Taurus Mid Cap Fund Regular-Growth with other mutual funds in the same category
Taurus Mid Cap Fund Regular-Growth
Motilal Oswal Midcap Fund Direct-Growth
Motilal Oswal Midcap Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Invesco India Mid Cap Fund Direct-Growth |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Invesco India Mid Cap Fund Direct-IDCW |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Motilal Oswal Midcap Fund Regular-Growth |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| HSBC Midcap Fund Direct-Growth |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HSBC Midcap Fund Direct-IDCW |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
More funds from Taurus Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Taurus Mid Cap Fund Direct-Growth
|
₹138 | -0.10% | -1.10% | 9.92% | 3.25% | 10.63% |
|
Taurus Mid Cap Fund Regular-IDCW
|
₹138 | -0.14% | -1.22% | 9.68% | 2.75% | 10.15% |
|
Taurus Mid Cap Fund Direct-IDCW
|
₹138 | -0.10% | -1.10% | 9.92% | 3.25% | 10.63% |
Taurus Mid Cap Fund Regular-Growth Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | ₹226.14 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-Growth |
₹101,856 | ₹203.75 | 15.91% | 17.08% | 16.38% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | ₹80.30 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-IDCW |
₹101,856 | ₹51.12 | 15.91% | 17.08% | 16.38% |
| Kotak Mid Cap Fund Direct-Growth |
₹66,613 | ₹163.96 | 16.60% | 15.37% | 17.43% |
| Kotak Mid Cap Fund Regular-Growth |
₹66,613 | ₹139.82 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Regular-IDCW |
₹66,613 | ₹76.79 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Direct-IDCW |
₹66,613 | ₹97.68 | 16.60% | 15.37% | 17.43% |
| Nippon India Growth Mid Cap Fund Direct-Growth |
₹50,176 | ₹4,855.78 | 17.60% | 16.64% | 18.10% |
| Nippon India Growth Mid Cap Fund-Growth |
₹50,176 | ₹4,387.95 | 16.67% | 15.72% | 17.22% |
Taurus Mid Cap Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Megasoft Ltd | Technology | 10.71% | ₹14.73 Cr |
| Megasoft Ltd | Technology | 10.71% | ₹14.73 Cr |
| Megasoft Ltd | Technology | 10.71% | ₹14.73 Cr |
| Megasoft Ltd | Technology | 7.97% | ₹11.15 Cr |
| Megasoft Ltd | Technology | 7.97% | ₹11.15 Cr |
| Megasoft Ltd | Technology | 7.97% | ₹11.15 Cr |
| Megasoft Ltd | Technology | 7.97% | ₹11.15 Cr |
| Net Receivables | Unspecified | 8.82% | ₹9.65 Cr |
| Persistent Systems Ltd | Technology | 5.62% | ₹7.86 Cr |
| Persistent Systems Ltd | Technology | 5.62% | ₹7.86 Cr |
| Persistent Systems Ltd | Technology | 5.62% | ₹7.86 Cr |
| Persistent Systems Ltd | Technology | 5.62% | ₹7.86 Cr |
| Linde India Ltd | Materials | 6.04% | ₹7.41 Cr |
| Persistent Systems Ltd | Technology | 5.38% | ₹7.40 Cr |
| Persistent Systems Ltd | Technology | 5.38% | ₹7.40 Cr |
| Persistent Systems Ltd | Technology | 5.38% | ₹7.40 Cr |
| Linde India Ltd | Materials | 5.91% | ₹7.40 Cr |
| Linde India Ltd | Materials | 5.91% | ₹7.40 Cr |
| Linde India Ltd | Materials | 5.91% | ₹7.40 Cr |
| Linde India Ltd | Materials | 5.91% | ₹7.40 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹119.01 | 18.74% | 19.27% | - |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹48.54 | 18.74% | 19.27% | - |
| Invesco India Mid Cap Fund Direct-Growth |
₹238.94 | 23.72% | 18.50% | - |
| Invesco India Mid Cap Fund Direct-IDCW |
₹83.42 | 23.72% | 18.50% | - |
| Motilal Oswal Midcap Fund Regular-Growth |
₹102.85 | 17.64% | 18.07% | - |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹46.48 | 17.64% | 18.07% | - |
| HSBC Midcap Fund Direct-Growth |
₹524.81 | 22.39% | 17.88% | - |
| HSBC Midcap Fund Direct-IDCW |
₹92.60 | 22.39% | 17.88% | - |
| HDFC Mid Cap Fund Direct-Growth |
₹226.14 | 16.64% | 17.85% | - |
| HDFC Mid Cap Fund Direct-IDCW |
₹80.30 | 16.64% | 17.85% | - |
Frequently Asked Questions
Taurus Mid Cap Fund Regular-Growth
What is the current AUM of Taurus Mid Cap Fund Regular-Growth?
As of Wed Sep 30, 2026, Taurus Mid Cap Fund Regular-Growth manages assets worth ₹137.5 crore
How has Taurus Mid Cap Fund Regular-Growth performed recently?
- 3 Months: -1.22%
- 6 Months: 9.68%
What is the long-term performance of Taurus Mid Cap Fund Regular-Growth?
- 3 Years CAGR: 10.15%
- 5 Years CAGR: 10.90%
- Since Inception: 8.23%
What is the portfolio composition of Taurus Mid Cap Fund Regular-Growth?
Equity: 95.23%, Others: 4.77%.
Who manages Taurus Mid Cap Fund Regular-Growth?
Taurus Mid Cap Fund Regular-Growth is managed by Anuj Kapil from Taurus Mutual Fund.
What is the market-cap allocation of Taurus Mid Cap Fund Regular-Growth?
Large Cap: 0.63%, Mid Cap: 69.00%, Small Cap: 30.37%.
Which are the top companies Taurus Mid Cap Fund Regular-Growth has invested in?
- Megasoft Ltd – 10.71% of the fund's portfolio
- Megasoft Ltd – 10.71% of the fund's portfolio
- Megasoft Ltd – 10.71% of the fund's portfolio
- Megasoft Ltd – 7.97% of the fund's portfolio
- Megasoft Ltd – 7.97% of the fund's portfolio
Which are the major sectors Taurus Mid Cap Fund Regular-Growth focuses on?
- Technology – 102.63% of the fund's portfolio
- Materials – 29.68% of the fund's portfolio
- Unspecified – 8.82% of the fund's portfolio




