Taurus Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 135.88 |
| NAV IDCW (Rs.) | 120.71 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 135 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.70% |
| 1 Year Return (%) | 6.30 |
| 3 Year Return (%) | 12.09 |
| 5 Year Return (%) | 13.39 |
| 10 Year Return (%) | 14.56 |
| Return Since Launch | 16.07% |
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
Fund Manager:
1) Anuj Kapil
Education: Mr. Kapil has done PGDBM and MBA
Experience: Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd.
2) Hemanshu Srivastava
Education: Mr. Srivastava has done B.E (Biotechnology) & MBA
Experience: Prior to joining Taurus Mutual Fund, he has worked with Kaizen Asset Management (FPI), Dal Investments, Quant Capital, KR Choksey, Elara Capital & Bonanza Portfolio
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Taurus Mid Cap Fund
| Fund House | Taurus Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.07% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 135 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.70% |
| (As on 31-Jul-2026) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | 83.00% |
Taurus Mid Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Taurus Mid Cap Dir | 6.90 | 0.13 | 5.44 | 10.05 | 10.77 | 6.30 | 12.09 | 13.39 | 19.04 | 14.56 |
| BSE 150 MidCap TRI | 5.47 | -0.35 | 2.04 | 7.23 | 6.38 | 9.78 | 18.28 | 17.26 | 23.15 | 17.25 |
| Equity: Mid Cap | 6.92 | -0.31 | 2.09 | 6.10 | 8.81 | 9.21 | 19.06 | 17.44 | 22.60 | 16.97 |
| Rank within category | 19 | 1 | 1 | 4 | 12 | 41 | 37 | 26 | 22 | 17 |
| Number of funds in category | 50 | 54 | 53 | 53 | 51 | 45 | 37 | 28 | 23 | 19 |
Peer Comparison of Taurus Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Taurus Mid Cap Dir | 1 out of 5 stars | 6.30 | 12.09 | 13.39 | 1.70 | 135 | 16.07 | 1.00 (365) | 13Y 7M | 83.00 |
| HDFC Mid Cap Dir | 5 out of 5 stars | 10.08 | 20.12 | 20.79 | 0.61 | 1,05,143 | 20.37 | 1.00 (365) | 13Y 7M | 2.59 |
| Nippon India Growth Mid Cap Dir | 5 out of 5 stars | 9.64 | 21.56 | 19.98 | 0.58 | 50,751 | 18.33 | 1.00 (30) | 13Y 7M | 12.00 |
| Edelweiss Mid Cap Dir | 5 out of 5 stars | 9.89 | 23.70 | 20.16 | 0.41 | 18,693 | 21.41 | 1.00 (90) | 13Y 7M | 40.00 |
| HSBC Midcap Dir | 4 out of 5 stars | 21.09 | 26.12 | 19.84 | 0.54 | 15,578 | 20.37 | 1.00 (365) | 13Y 7M | 129.00 |
Taurus Mid Cap Fund Portfolio Analysis
| No. of Stocks | 39 |
| Top 10 Stocks | 46.43% |
| Top 5 Stocks | 27.13% |
| Top 3 Sectors | 55.34% |
| Portfolio P/B Ratio | 3.13 |
| Portfolio P/E Ratio | 23.03 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 35,471 | 67,952 |
| Large (%) | 2.24 | 12.77 |
| Mid (%) | 70.93 | 76.46 |
| Small (%) | 26.83 | 11.46 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://investor.taurusmutualfund.com/login
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
Quicklinks
August 22, 2026
mayank




