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Taurus Mid Cap Fund

Growth
133.110.71% (+0.94)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

Taurus Mid Cap Fund

Growth
EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 140 Cr
Very High RiskPrinciple investment will be at very high risk
133.110.71% (+0.94)

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
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 140 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
2.2239.781.29
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2859.312.36

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 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 Fund31.53%18.41%18.68%
HDFC Mid-Cap Opportunities Fund48.38%27.72%22.80%
Kotak Emerging Equity Fund50.67%24.12%22.68%
Nippon India Growth Fund55.17%26.46%20.55%

Price Comparison

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

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity2.36%97.64%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+28 morePrivate BanksSpecialized FinanceIT Services & ConsultingTelecom ServicesPharmaceuticals67.15 %4.83 %6.55 %6.66 %7.39 %7.41 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 2411.30%10.23%3.53%0.60%4.94%7.41%
Pharmaceuticals 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 : -0.37 %

    Holdings

    4.32 %

    -0.37 %
  • Inox Wind Energy Ltd
    IWEL
    3M change : 2.97 %

    Holdings

    2.97 %

    2.97 %
  • Dalmia Bharat Ltd
    DALBHARAT
    3M change : -0.06 %

    Holdings

    2.94 %

    -0.06 %

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

    ₹ 929.35 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹929.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Hemanshu Srivastava

AUM:  ₹140.33 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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