Investment Objective and Approach

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. Investment in equities will be made through secondary and primary markets predominantly in stocks of midcap companies (as defined by SEBI).

The fund follows a structured allocation strategy:

- Mid-cap equity and equity related securities: 65-100%

- Other company equities and equity related securities: 0-35%

- Debt, cash & money market securities: 0-35%

Nifty Midcap 150 TRI. Benchmark Index changed w.e.f. 01/12/2021 The fund benchmarks its performance against the Nifty Midcap 150 Total Return Index, ensuring that investments are aligned with the broader mid-cap market performance.

Fund Manager

Prasanna Pathak is the Current Fund Manager of Taurus Mid Cap Fund Direct Growth fund. He has overall experience of 19 years in Managing wealth management and handling Risk Management Process for various Corporates, He worked with Religare Securities Ltd as AVP- Risk & Opreations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt Ltd. as Head of Research.

Prasanna Pathak brings extensive experience across different financial institutions, having worked with notable firms in various senior positions. His background includes expertise in risk management, operations, and research, which provides a comprehensive foundation for managing the mid-cap portfolio.

About the Fund House (AMC)

Taurus Mutual Funds is one of India's leading privately-owned mutual fund houses, established in 1993. Over 25 years, it has expanded its portfolio with diverse long-term and short-medium term funds. Registered with SEBI (MF/002/93), Taurus operates over 5000 branches nationwide.

Key financial highlights:

- Taurus Mutual Fund AMC was incorporated on 27, Jul 1993, and has an AUM size of Rs. 910 Cr as on 30, Sep 2024.

- Taurus Asset Management Co. Ltd. now manages Rs. 851.15 Crore in assets (as on 07-August-2024), marking its significant growth and influence in the mutual fund market.

- Taurus Mutual Fund has total of 77 schemes.

Taurus Mutual Fund is renowned as one of India's most technologically advanced mutual fund companies. Being an early adopter of online operations, it quickly embraced digital transformation. The AMC has maintained a strong technology focus, making it accessible for modern investors who prefer digital investment platforms.

Should I Invest in Taurus Mid Cap Fund?

This fund is particularly suitable for investors with specific characteristics and investment goals:

Ideal Investor Profile:

Taurus Mid Cap Fund is suited for individuals looking at better than average returns in the long-term investment outlook and a higher tolerance for risk. The Taurus Mid Cap Fund Direct Growth is rated Very High risk.

Performance Considerations:

- Over the past five years, Taurus Mid Cap Fund - Regular Plan has delivered an annualised return of 25.04% as of 02-Jun-2025.

- The fund has delivered a CAGR of 17.1 since inception.

- Taurus Infrastructure Fund, Taurus Mid Cap Fund and Taurus ELSS Tax Saver Fund are some of the Taurus Mutual Fund schemes that have been providing high returns in the past three years.

Investment Parameters:

- Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.

- Exit load of 1% if redeemed within 365 days.

- Regular Plan : 2.56% Direct Plan : 2.16% *Including additional expenses and GST on management fees.

The fund is appropriate for investors who understand the volatility associated with mid-cap investing and are willing to stay invested for the long term to benefit from potential capital appreciation.

FAQs

What is today's NAV of Taurus Mid Cap Fund?

The Latest NAV as of 30 May 2025 is ₹126.42. NAV is updated on all business days and can vary daily based on market performance.

What is the AUM of Taurus Mid Cap Fund?

The fund currently has an Asset Under Management(AUM) of ₹874 Cr as of May 2025. The fund's AUM reflects investor confidence and the scale of operations.

What is the expense ratio of Taurus Mid Cap Fund?

Regular Plan : 2.56% Direct Plan : 2.16% *Including additional expenses and GST on management fees. Direct plans offer lower expense ratios compared to regular plans.

What are the returns of Taurus Mid Cap Fund since inception?

The fund has delivered a CAGR of 17.1 since inception. This scheme was made available to investors on 20 Aug 1993. The fund has maintained consistent long-term performance over its operational history.

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

Minimum SIP Investment is set to ₹500. This accessible minimum makes the fund suitable for retail investors starting their investment journey.

How do I invest in Taurus Mid Cap Fund?

You can invest in Taurus Mid Cap Fund through Allvest platform by completing your KYC, selecting the fund, choosing SIP or lump sum option, and setting up payment methods. The process is fully digital and user-friendly.

How to start a SIP in Taurus Mid Cap Fund?

Log into your Allvest account, search for Taurus Mid Cap Fund, select the SIP option, choose your investment amount and frequency, and set up auto-debit instructions for seamless monthly investments.

How do I automate an SIP in Taurus Mid Cap Fund?

Through Allvest, you can set up automatic SIP payments via bank mandate or UPI auto-debit, ensuring your investments continue without manual intervention each month.

How can I withdraw/redeem my investment in Taurus Mid Cap Fund?

You can redeem your investment through Allvest platform by logging into your account, selecting the fund, choosing partial or full redemption, and submitting the request. Exit load of 1% if redeemed within 365 days.