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Taurus Mutual Fund

Taurus Mid Cap Fund

Taurus Mutual Fund · Direct plan · Growth

  • Equity
  • Mid Cap Fund
  • Very High Risk
  • Rank 26 of 28 over 3 years
3-year returns
10.6%
a year
NAV
₹136.84
▲ 0.03% · 13 Nov 2026
Fund size
₹138 Cr
Expense ratio
2.36%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹128.84 and has returned 10.09% a year over 3 years.

Returns, and where it stands

Against the average mid cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year4.6%6.2%behind19 of 30
3 years10.6%16.3%behind26 of 28
5 years11.1%14%behind17 of 21
10 years15.1%16.5%behind10 of 16
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.9%0.9%
3 months0.5%0.4%
6 months10.9%10.7%
1 year4.6%4.1%
2 yearsp.a.5.5%5.1%
3 yearsp.a.10.6%10.1%
5 yearsp.a.11.1%10.7%
7 yearsp.a.17.5%17%
10 yearsp.a.15.1%14.6%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 4.63% in the last 1Y

108.8123.7138.513 Nov 202515 May 202613 Nov 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
₹
years
Total invested
₹1,80,000
Gain
₹19,345
XIRR (per year)
6.76%
Value today
₹1,99,345

36 monthly instalments from 17 Nov 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
18.2% a year
1.8% more than the category average — the bumpier side
Worst fall so far
−32.8%
Feb 2020 to Mar 2020, against −29.4% for the category.
Years that made money
73%
Of every one-year stretch it has been through.
Over any three years
-3.8% to 31.7%
A year, at worst and at best. Typically 16.6%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.98x
Expense ratio
2.36%
as of 30 Sept 2026

Managed by Anuj Kapil, Hemanshu Srivastava

Direct plan figures, last checked on 7 Nov 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Taurus Mid Cap Fund against other funds in the Mid Cap Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Mid Cap Fund10.92%23.99%18.8%0.76%₹15,749 Cr
HSBC Midcap Fund17.55%22.29%–1.15%₹16,800 Cr
WhiteOak Capital Mid Cap Fund10.38%21.21%–0.95%₹7,540 Cr
ICICI Prudential Mid Cap Fund8.51%20.5%15.5%1.11%₹7,961 Cr
Edelweiss Mid Cap Fund4.89%19.42%17.03%0.68%₹19,250 Cr
JM Mid Cap Fund10.41%18.58%–0.95%₹1,303 Cr
Taurus Mid Cap Fund4.63%10.57%11.1%2.36%₹138 Cr

About Taurus Mid Cap Fund

Taurus Mid Cap Fund is a mid cap fund managed by Taurus Mutual Fund. Invest at least 65% in mid-sized companies (ranked 101–250 by market value). Higher growth potential than large caps, with bigger swings.

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.

The scheme's stated objective, as published by Taurus Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹136.84118872
DirectIncome Distribution cum Capital Withdrawal₹108.73118873
RegularGrowth₹128.84100477
RegularIncome Distribution cum Capital Withdrawal₹102.72111642

Frequently asked questions

What is the NAV of Taurus Mid Cap Fund today?

The NAV of Taurus Mid Cap Fund (Direct plan, Growth) is ₹136.84 and the Regular plan NAV is ₹128.84, as of 13 Nov 2026.

What returns has Taurus Mid Cap Fund given?

Over the last year the Direct plan returned 4.63%, and 10.57% a year over 3 years and 11.1% a year over 5 years. That places it 26 of 28 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Taurus Mid Cap Fund?

The Direct plan charges 2.36% a year, as disclosed on 30 Sept 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Taurus Mid Cap Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Taurus Mid Cap Fund fallen in the past?

Its deepest fall was 32.8% from 20 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 73% ended in a gain.

Which category does Taurus Mid Cap Fund belong to?

It is a Mid Cap Fund from Taurus Mutual Fund. Invest at least 65% in mid-sized companies (ranked 101–250 by market value). Higher growth potential than large caps, with bigger swings.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Taurus Mid Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.