Taurus Mid Cap Fund - IDCW - Regular Plan

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  • Net Change on 14-08-2025

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

Fund Objective

The prime objective of the Scheme is to achieve long term capital appreciation by investingin a portfolio consisting of equity and equity related securities predominantly of mid capcompanies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option -5.55 1.69 -5.15 17.10 20.77 17.64
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option Jan 01, 2009 Unrated -5.15 17.10 20.77 2.56 130.10
Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option Mar 30, 2007 5.22 21.37 28.09 1.39 57,375.20
Nippon India Growth Mid Cap Fund - IDCW Option Oct 08, 1995 4.57 24.63 29.23 1.55 38,581.28
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment Feb 24, 2014 3.93 27.33 33.47 1.56 33,608.53
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 3.66 17.80 22.58 1.56 31,383.93
SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 29, 2005 -3.15 15.32 25.73 1.67 22,546.50

Fund Holdings as on 31-July-2025

  • Aditya Birla Capital Ltd.

  • Linde India Ltd.

  • Container Corporation of India Ltd.

  • Dalmia Bharat Ltd.

  • Aurobindo Pharma Ltd.

  • Net Receivable / Payable

  • Bank of India

  • Coforge Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Credit Access Grameen Ltd.

  • Kalpataru Ltd.

  • The Federal Bank Ltd.

  • Abbott India Ltd.

  • AU Small Finance Bank Ltd.

  • Petronet LNG Ltd.

  • Yatharth Hospital & Trauma Care Ser Ltd.

  • The Indian Hotels Company Ltd.

  • Inox Wind Ltd.

  • Voltas Ltd.

  • Astral Ltd.

  • KEI Industries Ltd.

  • Endurance Technologies Ltd.

  • Colgate Palmolive (India) Ltd.

  • Vodafone Idea Ltd.

  • LIC Housing Finance Ltd.

  • Schaeffler India Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Bharat Heavy Electricals Ltd.

  • REC Ltd.

  • Deepak Nitrite Ltd.

  • Samhi Hotels Ltd.

  • PVR Inox Ltd.

  • Exide Industries Ltd.

  • GMR Airports Ltd.

  • Metro Brands Ltd.

  • HDFC Asset Management Co. Ltd.

  • Persistent Systems Ltd.

  • Finolex Cables Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • ITC Ltd.

  • Swiggy Ltd.

  • Faze Three Ltd.

  • Chemtech Industrial Valves Ltd.

  • ACC Ltd.

  • Oracle Financial Services Software Ltd.

  • Tata Communications Ltd.

  • Aditya Birla Lifestyle Brands Ltd.

  • Hindware Home Innovation Ltd.

  • Inox Wind Ltd.

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  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Industrial Gases & Fuels

  • IT - Software

  • Bank - Private

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Logistics

  • Miscellaneous

  • Bank - Public

  • Refineries

  • Cable

  • Retailing

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Electric Equipment

  • Air Conditioners

  • Plastic Products

  • Auto Ancillary

  • Household & Personal Products

  • Finance - Housing

  • Bearings

  • Finance Term Lending

  • Chemicals

  • Batteries

  • Film Production, Distribution & Entertainment

  • Airport Management Services

  • Finance - Asset Management

  • Cigarettes/Tobacco

  • e-Commerce

  • Textile

  • Consumer Durables - Domestic Appliances

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Fund Manager

  • Education:B.E (Biotechnology), MBA
  • Experience:12
  • Basic Details:Mr. Srivastava has 12+ years of experience in the Indian equity markets. He has worked as the Head of Research and Co-Fund Manager in Kaizen Asset Management (FPI). Before this, he worked with Dal Investments (Family Office) asHead of Research. Prior to that, he has also worked as Head of Research in quant Money Manager & Lead Sector Analyst in Quant Capital, KR Choksey, Elara Capital & Bonanza Portfolio.
  • Funds Managed:
  • Taurus Mid Cap Fund
  • Taurus Mid Cap Fund

Most Recent Dividend

  • 19/12/2016

  • Cash

  • Equity

  • Rights

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About Taurus Mid Cap Fund

Scheme Analysis

Taurus Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Taurus Mutual Fund. It was launched on 01-Jan-2009 and currently has an AUM of ₹130.10 crore. Taurus Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Taurus Mid Cap Fund ended down ₹-0.33(-0.31%)yesterday to ₹105.38.

Among its top 3 holdings the fund has exposure to Aditya Birla Capital Ltd., and

The Taurus Mid Cap Fund is managed by Anuj Kapil and Hemanshu Srivastava.

Fund House Contact

3rd Floor, 301-304, AML Centre - 2, 8, Mahal Industrial Estate, Mahakali Caves Rd., Andheri(E) Mumbai - 400093

022-66242700
022-66242751/52