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Taurus Mid Cap Fund(IDCW)

IDCW
EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 105 Cr
Very High RiskPrinciple investment will be at very high risk
96.011.67% (-1.63)

Price Chart

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Returns
0.00%
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EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 105 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.9834.61-0.40
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3051.320.21

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus Mid Cap Fund(IDCW)-9.38%14.64%14.87%
HDFC Mid-Cap Opportunities Fund(IDCW)-2.21%16.21%12.16%
Kotak Emerging Equity Fund(IDCW-Payout)9.47%19.39%15.68%
Nippon India Growth Fund(IDCW)7.12%16.96%9.74%

Price Comparison

Compare Taurus Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Taurus Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Taurus Mid Cap Fund(IDCW)
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Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Dec 2024

Jan 2025

ACTUAL
Cash & EquivalentsEquity6.48%93.52%

Jun 2024

Sep 2024

Dec 2024

Jan 2025

Tickertape Separator

Sector Distribution

+27 morePrivate BanksSpecialized FinancePharmaceuticalsTelecom ServicesIT Services & Consulting65.38 %5.78 %5.96 %6.48 %6.85 %9.54 %

Jun 2024

Sep 2024

Dec 2024

Jan 2025

Tickertape Separator

Sector Weightage

Dec 23Mar 24Jun 24Sep 24Dec 24Jan 255.91%7.73%6.23%6.88%10.02%9.54%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile

Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.

  • No.of Schemes

    8

  • Total AUM

    ₹ 890.42 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹817.44 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Hemanshu Srivastava

AUM:  ₹105.98 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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Frequently asked questions

  1. What is the current price / NAV of Taurus Mid Cap Fund(IDCW)?

    The current NAV of Taurus Mid Cap Fund(IDCW) is ₹96.01, as of 10th March 2025.

  2. What are the returns of Taurus Mid Cap Fund(IDCW)?

    The Taurus Mid Cap Fund(IDCW) was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: -9.38%
    • 3 Year Returns: 14.64%
    • 5 Year Returns: 19.36%

  3. What are the top 5 sectoral holdings of Taurus Mid Cap Fund(IDCW)?

    The top sectors Taurus Mid Cap Fund(IDCW) has invested in are as follows:
    • IT Services & Consulting | 9.54%
    • Telecom Services | 6.85%
    • Pharmaceuticals | 6.48%
    • Specialized Finance | 5.96%
    • Private Banks | 5.78%
    This data is as on 10th March 2025.

  4. What are the top 5 holdings of Taurus Mid Cap Fund(IDCW)?

    The top 5 holdings for Taurus Mid Cap Fund(IDCW) are as follows:
    • TREPS | 5.00%
    • Bank of India Ltd | 4.70%
    • Aurobindo Pharma Ltd | 4.01%
    • Coforge Ltd | 3.72%
    • Container Corporation of India Ltd | 3.71%
    This data is as on 10th March 2025.

  5. What is the asset allocation of Taurus Mid Cap Fund(IDCW)?

    The asset allocation for Taurus Mid Cap Fund(IDCW) is as follows:
    • Equity | 93.52%
    • Cash & Equivalents | 6.48%
    This data is as on 10th March 2025.

  6. What is the AUM of Taurus Mid Cap Fund(IDCW)?

    The AUM (i.e. assets under management) of Taurus Mid Cap Fund(IDCW) is ₹105.98 Cr as of 10th March 2025.

  7. What is the expense ratio of Taurus Mid Cap Fund(IDCW)?

    The expense ratio of Taurus Mid Cap Fund(IDCW) Plan is 1.98 as of 10th March 2025.

  8. What is the alpha ratio of Taurus Mid Cap Fund(IDCW)?

    The alpha ratio for the Taurus Mid Cap Fund(IDCW) is -2.75

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Taurus Mid Cap Fund(IDCW)?

    The volatility or standard deviation for the Taurus Mid Cap Fund(IDCW) is 21.06

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Taurus Mid Cap Fund(IDCW)?

    The Sharpe ratio for the Taurus Mid Cap Fund(IDCW) is -0.40

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Taurus Mid Cap Fund(IDCW)?

    The Sortino Ratio for the Taurus Mid Cap Fund(IDCW) is -0.03

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Taurus Mid Cap Fund(IDCW)?

    The PE ratio of Taurus Mid Cap Fund(IDCW) is 34.61, while category PE ratio is 51.32.