Stocks
Mutual Funds
ETFs
Pro Tools
Terminal
WealthView
Pricing
Learn More
mutual funds
taurus mid cap fund directgrowth
Taurus Mutual Fund

Taurus Mid Cap Fund Direct-Growth

Equity: Mid Cap - Growth (Open ended)
Taurus Mid Cap Fund Direct-GrowthNAV: 129.79 as on 23 Jul, 2026
Risk levelCategoryBenchmark
Copyright © 2026 sharpely. All rights reserved.
Factsheet
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return Index
NAV: ₹129.79+0.67%
24 Jul 2026
1 Week returns: 0.71 %
Category rank: 1/53
1 Month returns: 2.71 %
Category rank: 2/53
1 Year CAGR: -1.04 %
Category rank: 44/45
3 Years CAGR: 11.66 %
Category rank: 37/37
5 Years CAGR: 12.05 %
Category rank: 28/28
52 week high/low
₹108.45
₹132.40
AUM
125.17
Expense Ratio
2.20
Inception
1356998.00
P/E
20.62
P/B
2.79
Max Drawdown
-0.33
Return 1M
2.71
Return 1Y
-1.04
Return 3Y
11.66
Return 5Y
12.05
Alpha
-7.20
Sharpe
0.34

Key Talking Points

Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.
Positive
Not enough talking points with positive stance
Negative
Scheme has underperformed the benchmark

The scheme has underperformed its benchmark (NIFTY Midcap 150 Total Return Index) with an alpha of -7.2% in the last 3 years

This measures the risk-adjusted outperformance of the scheme with respect to the benchmark calculated based on last 3 years of performance. Higher alpha implies higher outperformance (in the last 3 years)

What is Alpha (3Y)?

3-year performance is in the bottom 25th percentile

3-year CAGR of 11.66% is in the bottom 25th percentile in its category - Equity: Mid Cap

This is measured by percentile rank of the scheme in its category based on 3-year CAGR. Lower rank implies that scheme was a relative outperformer in its category

What is CAGR (3Y)?

Low performance consistency

The scheme was a top-quartile (25%) performer in 3.0 out of last 12 quarters

This is measured as the number of quarters, in the last 12 quarters, that the scheme was in the top quartile (25th percentile). Higher number implies that scheme has been a consistent performer

What is Consistency (quarterly)?

Relatively high expense ratio

Expense ratio of the scheme (2.2%) is higher than average expense ratio of the category (1.58%), excluding index funds and ETFs

This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same

What is Expense ratio?

Neutral
Relatively in line volatility

Volatility of scheme returns is roughly in the range of average volatility of the category

This measures the volatility of monthly returns of the scheme (in the last 3 years) with respect to average volatility of the category. Higher number implies that scheme has been riskier that average category risk

What is Volatility (3Y)?

Scheme Overview

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.

Scheme Category Overview →

Fund Managers

Anuj Kapil
Since: 15 Nov 2023
View details
Hemanshu Srivastava
Since: 18 Jul 2024
View details
Education
Mr. Srivastava has done B.E (Biotechnology) & MBA
Past 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

Key Scheme Details

Inception
31 Dec 2012
Expense Ratio
2.2%
AUM
₹125.17 Cr
Lock in
No lock in
Taxation
Equity
Min. Investment
₹500
Min. Addl Investment
-
Min. SIP Investment
₹500
Exit load
Exit load of 1% if redeemed within 365 days.

AMC Overview

Taurus Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.

AUM Analysis

AUM distribution as on date:
Jun 30, 2026
Total AUM: ₹ 1,030 Cr
Equity
₹ 1,030 Cr
Dec 31, 2021Jan 31, 2022Feb 28, 2022Mar 31, 2022Apr 30, 2022May 31, 2022Jun 30, 2022Jul 31, 2022Aug 31, 2022Sep 30, 2022Oct 31, 2022Nov 30, 2022Dec 31, 2022Jan 31, 2023Feb 28, 2023Mar 31, 2023Apr 30, 2023May 31, 2023Jun 30, 2023Jul 31, 2023Aug 31, 2023Sep 30, 2023Oct 31, 2023Nov 30, 2023Dec 31, 2023Jan 31, 2024Feb 29, 2024Mar 31, 2024Apr 30, 2024May 31, 2024Jun 30, 2024Aug 31, 2024Sep 30, 2024Oct 31, 2024Nov 30, 2024Dec 31, 2024Jan 31, 2025Feb 28, 2025Mar 31, 2025Apr 30, 2025May 31, 2025Jun 30, 2025Jul 31, 2025Aug 31, 2025Sep 30, 2025Oct 31, 2025Nov 30, 2025Dec 31, 2025Jan 31, 2026Feb 28, 2026Mar 31, 2026Apr 30, 2026May 31, 2026Jun 30, 2026
equity512 Cr517 Cr493 Cr524 Cr525 Cr494 Cr464 Cr510 Cr534 Cr525 Cr534 Cr547 Cr533 Cr517 Cr498 Cr498 Cr524 Cr544 Cr563 Cr587 Cr606 Cr625 Cr607 Cr654 Cr700 Cr734 Cr755 Cr751 Cr788 Cr799 Cr851 Cr929 Cr951 Cr903 Cr921 Cr917 Cr890 Cr817 Cr874 Cr902 Cr943 Cr981 Cr962 Cr955 Cr967 Cr1,010 Cr1,021 Cr1,013 Cr979 Cr992 Cr900 Cr1,010 Cr1,018 Cr1,030 Cr
hybrid------------------------------------------------------
debt------------------------------------------------------
commodities------------------------------------------------------
Total512 Cr517 Cr493 Cr524 Cr525 Cr494 Cr464 Cr510 Cr534 Cr525 Cr534 Cr547 Cr533 Cr517 Cr498 Cr498 Cr524 Cr544 Cr563 Cr587 Cr606 Cr625 Cr607 Cr654 Cr700 Cr734 Cr755 Cr751 Cr788 Cr799 Cr851 Cr929 Cr951 Cr903 Cr921 Cr917 Cr890 Cr817 Cr874 Cr902 Cr943 Cr981 Cr962 Cr955 Cr967 Cr1,010 Cr1,021 Cr1,013 Cr979 Cr992 Cr900 Cr1,010 Cr1,018 Cr1,030 Cr

AMC Details

AMC
Taurus Mutual Fund
CEO
Prashant Soni(Chief Executive Officer)
CIO
Kanishk Kapur(Chief Investment Officer)
IRO
Ramesh S Kabra
Trustee
Taurus Investment Trust Company Limited
Address
3rd Floor, 301-304, Chandravillas, Co-op Premises Society Ltd., AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East,, Mumbai

Frequently Asked Questions

What is the current NAV of Taurus Mid Cap Fund Direct-Growth?
The current NAV of Taurus Mid Cap Fund Direct-Growth is ₹129.79 as of 23 Jul 2026. The NAV of a mutual fund reflects the per-unit market value of the fund's holdings and is updated at the end of every trading day.
What is the AUM of Taurus Mid Cap Fund Direct-Growth?
The AUM (Assets Under Management) of Taurus Mid Cap Fund Direct-Growth is ₹125.17 crore. AUM represents the total market value of assets the fund currently manages on behalf of its investors.
What is the expense ratio of Taurus Mid Cap Fund Direct-Growth?
The expense ratio of Taurus Mid Cap Fund Direct-Growth is 2.20% per annum. This is the annual fee charged by the fund house to manage your investment. A lower expense ratio means more of your returns stay with you — which is one reason direct plans have a lower expense ratio than regular plans.
Who is the fund manager of Taurus Mid Cap Fund Direct-Growth?
Taurus Mid Cap Fund Direct-Growth is managed by Anuj Kapil, Hemanshu Srivastava. You can check the full list of fund managers in the "Fund Manager" section above.
What is the benchmark of Taurus Mid Cap Fund Direct-Growth?
The benchmark of Taurus Mid Cap Fund Direct-Growth is NIFTY Midcap 150 Total Return Index. This is the index against which the fund's performance is measured. Consistently beating the benchmark over long periods is a key indicator of a fund manager's skill.
When was Taurus Mid Cap Fund Direct-Growth launched?
Taurus Mid Cap Fund Direct-Growth was launched on 31 Dec 2012. The fund has been in existence for 13 years. A longer track record gives investors more data to evaluate how the fund has performed across different market cycles.
What is the minimum investment in Taurus Mid Cap Fund Direct-Growth?
The minimum investment in Taurus Mid Cap Fund Direct-Growth is ₹500 for a lump sum and ₹500 per month for a SIP (Systematic Investment Plan). SIPs allow you to invest a fixed amount regularly, making it easier to build wealth over time without needing a large upfront amount.
What is the exit load on Taurus Mid Cap Fund Direct-Growth?
Taurus Mid Cap Fund Direct-Growth has an exit load — Exit load of 1% if redeemed within 365 days.. Exit load is charged to discourage early withdrawals and protect long-term investors in the fund.
What category does Taurus Mid Cap Fund Direct-Growth belong to?
Taurus Mid Cap Fund Direct-Growth belongs to the Equity: Mid Cap category. You can view other funds in this category.