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Sep 18, 2026


Category Equity
AUM (Cr.) 139.85
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.65
Sharpe Ratio 4.42
Beta Ratio 0.00
Fund Manager Anuj Kapil
Inception Date Jan 03, 1996
Risk Level Very High

Investment Objective

The prime objective of the Scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.

Nifty Free Float Midcap 100 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Taurus Mid Cap Fund (G) 0.49 16.61 3.1 9.38 11.79 9.86
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS -1.45 13.48 5.6 15.73 14.43 16.49
Category Rank 5/2 2/2 2/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Helios Mid Cap Fund - Regular (IDCW) 14.0600 2.48 11.68 0.00 0.00 2,228.71 2.23 5,000.00 invest
Helios Mid Cap Fund - Regular (G) 14.0600 2.48 11.68 0.00 0.00 2,228.71 2.23 5,000.00 invest
Bank of India Mid Cap Fund - Regular (G) 10.6000 2.42 4.74 0.00 0.00 766.60 2.48 5,000.00 invest
Bank of India Mid Cap Fund - Regular (IDCW) 10.6000 2.42 4.64 0.00 0.00 766.60 2.48 5,000.00 invest
HDFC Mid Cap Fund - Regular (G) 208.6540 0.83 5.35 16.50 18.10 108,324.55 1.30 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Sigma Advanced S Aug 31, 2026 11.15 7.97 0.00
Equity-Persistent Syste Aug 31, 2026 7.86 5.62 29.72
Equity-Coforge Aug 31, 2026 7.27 5.20 35.59
Equity-Aurobindo Pharma Aug 31, 2026 6.93 4.95 7.24
Net CA & Others-Net CA & Others Aug 31, 2026 6.67 4.77 38.98
Equity-GE Vernova T&D Aug 31, 2026 6.51 4.65 0.00
Equity-Linde India Aug 31, 2026 6.47 4.62 -12.56
Equity-Federal Bank Aug 31, 2026 6.39 4.57 5.74
Equity-Abbott India Aug 31, 2026 5.69 4.07 74.03
Equity-Indian Hotels Co Aug 31, 2026 5.39 3.86 0.00

latest news

SCHEME DETAILS

AMC Name
Taurus Mutual Fund
Fund Name
Taurus Mid Cap Fund (G)
Contact Person
Anuj Kapil
Registered Address
3rd Floor, 301-304, ChandravillasPremises Society Ltd,Caves Road, Andheri-East, Mumbai-93.
Telephone No
022-66242700
Fax No.
022-66242751/52
Email
customercare:taurusmutualfund.com
Website
www.taurusmutualfund.com