- Mutual Funds
- Taurus Mutual Fund
- Taurus Mid Cap Fund Direct Growth
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Taurus Mid Cap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,21,779
Wealth Gained13,54,391
Total Corpus Created (₹)
With CAGR of 23.895 % in 5 yearsHistorical NAV
₹ 109.82
NAV (Apr 9)
Fund Returns
Last 1Y | -8.8% |
Last 3Y | 11.9% |
Last 5Y | 23.9% |
Last 10Y | 13.2% |
Since Inception | 16% |
6 Month CAGR | -16.4% |
Scheme Information
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.
Expense Ratio | 1.98 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 106 |
ISIN | INF044D01CA9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 18 |
Beta | 1 |
Sharpe Ratio | 0.5 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Mid Cap Fund Direct (G) | 13,54,391 | 6,21,779 | 23.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Bank of India
4.62%Astral Ltd.
3.12%Vodafone Idea Ltd.
3.05%CreditAccess Grameen Ltd.
2.97%Igarashi Motors India Ltd.
2.9%
Allocation by Sector
Financial
23.45%Services
11.76%Healthcare
9.87%Materials
7.73%Technology
7.59%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 88,004 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 21,526 cr |
About the AMC
Taurus Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.1% | 10.3% | ||
9.1% | 10.1% | ||
12.9% | 11.8% | ||
13.6% | 13.3% | ||
13.6% | 13.3% |
Taurus Mid Cap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,21,779
Wealth Gained13,54,391
Total Corpus Created (₹)
With CAGR of 23.895 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Taurus Mid Cap Fund Direct Plan Growth?
What is the current AUM of Taurus Mid Cap Fund Direct Growth?
What is the latest NAV of Taurus Mid Cap Fund Direct Growth?
What is the Riskometer rating for Taurus Mid Cap Fund Direct Plan Growth?
Which are the top sector holdings in Taurus Mid Cap Fund Direct Plan?
Which are the top stock holdings in Taurus Mid Cap Fund Direct Plan?
What is the asset allocation of Taurus Mid Cap Fund Direct Plan Growth?
What has been the performance of Taurus Mid Cap Fund Direct Growth returns?
Does Taurus Mid Cap Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Taurus Mid Cap Fund Direct Plan Growth?
How to invest in Taurus Mid Cap Fund Direct Growth?
How can I redeem my investment in Taurus Mid Cap Fund Direct Plan?