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Taurus Mid Cap Fund(IDCW)

IDCW
111.262.42% (-2.76)

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Taurus Mid Cap Fund(IDCW)

IDCW
EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 129 Cr
Very High RiskPrinciple investment will be at very high risk
111.262.42% (-2.76)

Price Chart

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Returns
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1M
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SIP
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1M
6M
1Y
3Y
5Y
Max
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EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 129 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
2.1345.720.80
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2858.071.74

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
Nifty Midcap 150 - TRI

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

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus Mid Cap Fund(IDCW)16.27%20.27%16.59%
HDFC Mid-Cap Opportunities Fund(IDCW)23.76%21.15%14.28%
Kotak Emerging Equity Fund(IDCW-Payout)38.46%25.80%17.70%
Nippon India Growth Fund(IDCW)24.65%22.44%11.34%

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

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity1.55%98.45%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+26 moreSpecialized FinanceTelecom ServicesPrivate BanksPharmaceuticalsIT Services & Consulting63.09 %5.31 %6.30 %7.10 %7.50 %10.69 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 245.37%5.91%7.73%6.23%6.88%10.69%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bank of India Ltd
    BANKINDIA
    3M change : -0.05 %

    Holdings

    4.27 %

    -0.05 %
  • Coforge Ltd
    COFORGE
    3M change : 1.18 %

    Holdings

    3.62 %

    1.18 %
  • Aurobindo Pharma Ltd
    AUROPHARMA
    3M change : 2.50 %

    Holdings

    3.51 %

    2.50 %

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

    ₹ 917.16 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹917.16 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Hemanshu Srivastava

AUM:  ₹129.59 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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