Taurus Mid Cap Fund - Direct Plan - Growth
Expense Ratio: 2.07
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 05-09-1994
Exit Load: Nil
Fund Size:₹130.50 Cr
Performance
1Y
Fund-2.81%
Cat. Avg.6.28%
2Y
Fund-2.06%
Cat. Avg.4.78%
3Y
Fund11.59%
Cat. Avg.19.68%
5Y
Fund11.70%
Cat. Avg.17.06%
10Y
Fund14.67%
Cat. Avg.16.73%
SI
Fund15.73%
Cat. Avg.19.25%
Fund Facts
Beta
0.99
Std Dev
16.42%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Linde India Ltd. | 7.40 | 5.91% |
| 2 | Aurobindo Pharma Ltd. | 6.46 | 5.16% |
| 3 | Pace Digitek Ltd. | 6.07 | 4.85% |
| 4 | Persistent Systems Ltd. | 6.06 | 4.84% |
| 5 | The Federal Bank Ltd. | 6.04 | 4.83% |
| 6 | Ratnaveer Precision Engineering Ltd. | 5.58 | 4.46% |
| 7 | Coforge Ltd. | 5.36 | 4.28% |
| 8 | GMR Airports Ltd. | 5.04 | 4.03% |
| 9 | Net Receivable / Payable | 4.80 | 3.83% |
| 10 | REC Ltd. | 4.58 | 3.66% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62027 | +3.4% | +7.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.24 L. | +3.4% | +3.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.93 L. | +7.1% | +4.7% |
| 5Y | 09 Aug, 21 | 3 L. | 3.92 L. | +30.6% | +10.9% |
| 10Y | 08 Aug, 16 | 6 L. | 12.68 L. | +111.3% | +14.5% |
| SI | 07 Jan, 13 | 8.15 L. | 25.25 L. | +209.8% | +15.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 97187 | -2.8% | -2.8% |
| 2Y | 18 Jul, 24 | 1 L. | 96546 | -3.5% | -1.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.39 L. | +39.0% | +11.6% |
| 5Y | 19 Jul, 21 | 1 L. | 1.75 L. | +75.1% | +11.9% |
| 10Y | 18 Jul, 16 | 1 L. | 3.96 L. | +296.2% | +14.8% |
| SI | 02 Jan, 13 | 1 L. | 7.24 L. | +623.6% | +15.7% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.