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    Taurus Mid Cap Fund

    Mid CapDirect and Regular plans, Growth option

    Data as on 30-10-2026

    Taurus Mid Cap Fund is a Mid Cap fund run by Taurus Mutual Fund. On 30-09-2026, it managed ₹138 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 9.5% a year and its Regular plan returned 9.0% a year. Its benchmark, Nifty Midcap 150 TRI, returned 13.8% a year over the same 3 years.

    NAV (Direct plan)
    ₹130.33
    ▼ 1.17%30-10-2026
    NAV (Regular plan)
    ₹122.74
    ▼ 1.16%30-10-2026
    Expense ratio
    2.36%Direct2.80%Regular
    Riskometer
    Very High
    Set by the fund house
    3 year return
    9.5%Direct9.0%Regular

    Taurus Mid Cap Fund NAV Today

    NAV on 30-10-2026: Direct Plan Growth ₹130.33 (down 1.17% that day); Regular Plan Growth ₹122.74 (down 1.16% that day).

    Taurus Mid Cap Fund Returns vs Nifty Midcap 150 TRI

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Trailing returns
    Period1M3M6M1Y3Y5Y10Y
    This fund (Direct)−2.98%−2.36%+6.81%−0.74%+9.49%+10.83%+13.74%
    This fund (Regular)−3.02%−2.46%+6.57%−1.21%+9.03%+10.39%+13.28%
    Nifty Midcap 150 TRI−3.69%−8.46%−3.95%−4.37%+13.82%+13.84%+15.65%
    Mid Cap average−3.36%−6.03%−0.14%−2.17%+14.75%+12.95%+14.07%
    Best in Mid Cap−0.88%−2.09%+6.81%+9.56%+21.77%+17.38%+18.35%
    Worst in Mid Cap−5.08%−10.11%−5.44%−14.14%+8.47%+9.04%+7.45%
    Rank in Mid Cap15/343/331/3311/3126/2917/229/17

    Category rows compare the Direct plans of 34 Mid Cap funds. Rank 1 is the highest return.

    Taurus Mid Cap Fund Year-wise Returns

    Return of each calendar year
    YearDirectRegularNifty Midcap 150 TRI
    2026to date+2.53%+2.13%−4.97%
    2025+1.21%+0.77%+5.98%
    2024+11.76%+11.32%+24.46%
    2023+38.83%+38.38%+44.61%
    2022+7.11%+6.74%+3.91%
    2021+33.19%+32.67%+48.16%

    Taurus Mid Cap Fund Rolling Returns

    The return of every holding period in the fund's history, not only the one that ends today

    Rolling returns

    Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,673 periods, one for each trading day from 04-01-2016 to 30-10-2026.

    −10%0%10%20%30%40%
    Nov 2013
    to
    Nov 2016
    Sept 2015
    to
    Sept 2018
    Jul 2017
    to
    Jul 2020
    May 2019
    to
    May 2022
    Mar 2021
    to
    Mar 2024
    Dec 2022
    to
    Dec 2025
    Taurus Mid Cap Fund (Direct)Nifty Midcap 150 TRI

    Every holding period at a glance

    PeriodPeriodsMedianLowestHighestWith a lossBenchmark medianBeat benchmark
    1 year3,16214.7%−24.3%95.3%24%12.9%33%
    2 years2,92018.3%−14.0%57.8%11%18.8%28%
    3 years2,67317.6%−3.8%38.5%1%22.0%21%
    5 years2,17816.9%1.7%29.7%0%19.3%2%
    7 years1,68816.4%11.2%21.1%0%19.6%0%
    10 years94316.3%12.8%22.8%0%18.0%0%

    Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty Midcap 150 TRI over the same days. Past returns do not promise future returns.

    Taurus Mid Cap Fund Risk

    How much it swings, and the falls an investor had to sit through

    Risk and return

    MeasureTaurus Mid Cap Fund (Direct)This fundNifty Midcap 150 TRI
    Return (CAGR)+9.49%+13.82%
    Standard deviation17.97%17.08%
    Sharpe ratio0.190.46
    Sortino ratio0.250.61
    Maximum drawdown−23.9% (28-02-2025)−20.9% (28-02-2025)
    Beta0.991.00
    Alpha−4.27%0.00%

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −50%−40%−30%−20%−10%0%
    2014201620182020202220242026
    Taurus Mid Cap Fund (Direct)Nifty Midcap 150 TRI
    Worst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Taurus Mid Cap Fund (Direct)−32.8%20-02-202023-03-202021-08-20205 months−6.2%
    Nifty Midcap 150 TRI−43.1%08-01-201823-03-202023-11-20208 months−10.5%

    From the Direct plan's daily NAV since 02-01-2013, adjusted for unit splits, and Nifty Midcap 150 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

    Taurus Mid Cap Fund vs Other Mid Cap Funds

    The five Mid Cap funds with the best three year return, and this fund. Direct plans.

    Fund nameRankAUM (Cr)Exp. ratio1Y return3Y return3Y alpha3Y beta3Y Sharpe3Y Sortino
    Invesco India Mid cap Fund1/2915,7490.77%−0.48%+21.77%+8.73%0.930.921.29Compare
    HSBC Midcap Fund2/2916,8001.11%+9.56%+21.64%+7.52%1.040.831.12Compare
    WhiteOak Capital Mid Cap Fund3/297,5400.93%+3.63%+20.42%+7.68%0.900.911.24Compare
    ICICI Prudential Mid Cap Fund4/297,9611.10%+0.90%+19.38%+5.47%1.010.751.01Compare
    Edelweiss Mid Cap Fund5/2919,2300.68%−1.99%+18.99%+5.58%0.950.781.06Compare
    Taurus Mid Cap Fund26/291382.36%−0.74%+9.49%−4.27%0.990.190.25

    AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

    Taurus Mid Cap Fund Expense Ratio and Costs

    What each plan charges a year, in force from 01-09-2026

    PlanBase expense ratioBrokerageTransaction costsLevies and GSTTotal expense ratioMid Cap medianCost rank (1 = cheapest)
    Direct1.70%0.12%0.00%0.54%2.36%0.95%34/34
    Regular2.09%0.12%0.00%0.59%2.80%2.02%30/34

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Mid Cap funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

    Direct vs Regular: what the gap cost

    Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

    Over the lastRegularDirectDirect earned more by₹1 lakh became (Regular)₹1 lakh became (Direct)
    1 year−1.21%−0.74%0.47%₹98,790₹99,260
    3 years9.03%9.49%0.46% a year₹1,29,610₹1,31,257
    5 years10.39%10.83%0.44% a year₹1,63,926₹1,67,219
    10 years13.28%13.74%0.46% a year₹3,47,962₹3,62,353

    Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

    Taurus Mid Cap Fund SIP Calculator

    What a one-time or monthly investment in this fund would be worth today, from its own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Direct planTaurus Mid Cap Fund (Direct) ₹16,60,000 ₹51,48,442 ₹34,88,442 15.1%
    Regular planTaurus Mid Cap Fund (Regular) ₹16,60,000 ₹49,49,085 ₹32,89,085 14.6%
    Category averageCategory average, 34 Mid Cap funds ₹16,60,000 ₹59,73,885 ₹43,13,885 17.0%
    ₹0₹20.0 L₹40.0 L₹60.0 L₹80.0 L
    2014201620182020202220242026
    Direct planTaurus Mid Cap Fund (Direct)Regular planTaurus Mid Cap Fund (Regular)Category averageCategory average, 34 Mid Cap fundsAmount invested

    From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Taurus Mid Cap Fund Asset Allocation

    Asset allocation as on 30-09-2026

    What the fund holds

    96.2%Equity

    AssetFundCategory
    Equity96.2%95.4%
    Cash and others3.8%4.0%

    Market cap of stocks

    Market capFundCategory
    Large Cap0.6%11.8%
    Mid Cap66.2%66.9%
    Small Cap18.5%15.1%
    Not on AMFI's list10.9%1.7%

    Share of the whole fund. Category: the average of the Mid Cap funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Taurus Mid Cap Fund Sector Allocation

    Sector allocation of the fund's stocks as on 30-09-2026

    Largest sectors

    1. Other96.2%

    Sector changes

    SectorJuly 2026August 2026September 2026Change
    Other94.2%95.2%96.2%+2.0%

    Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

    Taurus Mid Cap Fund Portfolio Holdings

    As on 30-09-2026 · 38 holdings · from the fund house's monthly portfolio

    HoldingsSectorWeight%Holdings trend1M change
    Sigma Advanced Systems Ltd.10.71%0.0%
    Persistent Systems Ltd.5.38%0.0%
    Aurobindo Pharma Ltd.4.97%0.0%
    Linde India Ltd.4.67%0.0%
    Coforge Ltd.4.66%0.0%
    GE Vernova T&D India Ltd.4.54%0.0%
    Abbott India Ltd.4.34%0.0%
    The Federal Bank Ltd.4.23%0.0%
    The Indian Hotels Company Ltd.3.98%0.0%
    Skyways Air Services Ltd.3.60%+21.6%

    Taurus Mid Cap Fund Stocks Bought and Sold

    All changes are between August 2026 and September 2026

    More
    Stocks bought and sold in September 2026
    Skyways Air Services Ltd.Added+21.6%3.60%
    Advit Jewels Ltd.Reduced−35.3%2.29%
    Dixon Technologies (India) Ltd.Reduced−72.2%0.72%
    Hindustan Copper Ltd.Added+55.6%2.41%
    Bharat Heavy Electricals Ltd.Reduced−71.4%0.60%
    Exide Industries Ltd.Sold out−100%was 2.15%
    Pranav Constructions Ltd.NewNew2.05%
    Swiggy Ltd.Sold out−100%was 2.01%
    Veegaland Developers Ltd.NewNew1.85%
    Dabur India Ltd.Added+130.8%1.66%

    A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

    What Taurus Mid Cap Fund bought and sold

    Taurus Mid Cap Fund Portfolio Overlap

    Funds with the most similar portfolios, across every fund house and category

    FundOverlapHoldings in common
    Taurus Flexi Cap FundFlexi Cap · Taurus28.4%15Compare
    Kotak Nifty Midcap 50 Index FundIndex · Kotak Mahindra23.3%13Compare
    Axis NIFTY Midcap 50 Index FundIndex · Axis23.3%13Compare
    Kotak Nifty Midcap 50 ETFETF · Kotak Mahindra23.3%13Compare
    ICICI Prudential BSE Midcap Select ETFETF · ICICI Prudential22.0%8Compare
    LIC Mf NIFTY Midcap 100 ETFETF · LIC21.9%20Compare
    Motilal Oswal Nifty Midcap 100 ETFETF · Motilal Oswal21.7%20Compare
    Kotak Nifty Midcap 150 Index FundIndex · Kotak Mahindra19.6%24Compare

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

    Taurus Mid Cap Fund Overview

    Fund facts from the scheme summary document, as on 16-10-2026

    Expense ratio (Direct)
    2.36%
    Expense ratio (Regular)
    2.80%
    Category
    Mid Cap
    Risk
    Very High
    Benchmark
    Nifty Midcap 150 TRI
    Launch date
    05-09-1994
    Minimum investment
    ₹500
    Minimum additional investment
    ₹500
    AUM
    ₹137.53 Cr (30-09-2026)
    Lock in
    None
    Scheme code (Direct)
    118872
    ISIN (Direct)
    INF044D01CA9
    Scheme code (Regular)
    100477
    ISIN (Regular)
    INF044D01815
    NAV history
    From 02-01-2013, 13.8 years
    Exit load
    1% if exited on or before 365 days. Nil, if exited after 365 days.

    Tax on Taurus Mid Cap Fund returns

    • Taurus Mid Cap Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
    • Units sold within 1 year: the gain is taxed at 20%.
    • Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
    • IDCW (dividend) payouts are added to your income and taxed at your slab rate.
    • A stamp duty of 0.005% is deducted when you invest.

    Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

    All plans and options

    PlanOptionNAVAs on
    directIncome Distribution Cum Capital Withdrawal₹103.5630-10-2026
    directGrowth₹130.3330-10-2026
    regularIncome Distribution Cum Capital Withdrawal₹97.8630-10-2026
    regularGrowth₹122.7430-10-2026

    About Taurus Mid Cap Fund

    Taurus Mid Cap Fund is a mutual fund from Taurus Mutual Fund. Its category is Mid Cap. It was launched on 05-09-1994. Its benchmark is Nifty Midcap 150 TRI. At the end of September 2026 it held 38 securities.

    Fund Manager

    • Anuj Kapil

      Fund manager of Taurus Mid Cap Fund, since 15-11-2023

    See all funds of Taurus Mutual Fund

    AUM change

    September 2026
    ₹137.53 Cr
    −1.66% from August 2026
    August 2026
    ₹139.85 Cr
    +3.58% from July 2026
    July 2026
    ₹135.02 Cr
    +7.87% from June 2026

    AUM moves with money invested or taken out, and with the value of what the fund holds.

    Compare Taurus Mid Cap Fund with Other Funds

    Returns, risk, costs and the stocks they share, side by side

    Frequently Asked Questions for Taurus Mid Cap Fund

    What is the current NAV of Taurus Mid Cap Fund?

    The Direct plan NAV is ₹130.33. The Regular plan NAV is ₹122.74, as on 30-10-2026.

    What are the returns of Taurus Mid Cap Fund?

    The Direct plan returned −0.74% in 1 year, +9.49% a year over 3 years, +10.83% a year over 5 years. The Regular plan returned −1.21% in 1 year, +9.03% a year over 3 years, +10.39% a year over 5 years. These figures are as on 30-10-2026.

    What is the expense ratio of Taurus Mid Cap Fund?

    The Direct plan charges 2.36% a year. The Regular plan charges 2.80% a year. This is the figure the fund house reported to AMFI, in force from 01-09-2026.

    What is the AUM of Taurus Mid Cap Fund?

    Taurus Mid Cap Fund managed ₹137.53 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

    What are the top holdings of Taurus Mid Cap Fund?

    At the end of September 2026 the largest holdings were SIGMAADV-BE (10.71%), PERSISTENT (5.38%), AUROPHARMA (4.97%), LINDEINDIA (4.67%), COFORGE (4.66%). The fund held 38 securities in all.

    What did Taurus Mid Cap Fund buy and sell in September 2026?

    It bought 7 new stocks: Dr. Reddy's Laboratories Ltd, Ceigall India Ltd, Pranav Constructions Ltd, A-One Steels India Ltd, Veegaland Developers Ltd. It sold out of 4: Swiggy Ltd, Glaxosmithkline Pharmaceuticals Ltd, Exide Industries Ltd, Titagarh Rail Systems Ltd. It added shares in 3. It reduced 3.

    How do I invest in Taurus Mid Cap Fund?

    Through Taurus Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹500. You can invest once or through a monthly SIP.

    Who is the fund manager of Taurus Mid Cap Fund?

    Anuj Kapil (since 15-11-2023).

    Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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