Taurus Mid Cap Fund - Regular Plan - Growth
(Erstwhile Taurus Discovery Fund - Regular Plan - Growth Option)
Fund House: Taurus Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-09-1994 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 2.56% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 128.14 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 117% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
124.28
0.18 (0.1448%)
8.45%
Benchmark: 17.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
13 Years 0 Months
22 Years 8 Months
26 Years 2 Months
29 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.5 |
| Sharpe Ratio | 0.7 |
| Alpha | -3.74 |
| Beta | 0.99 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | 05-09-1994 | -4.3 | 12.14 | 17.87 | 20.52 | 15.44 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.7 | 29.66 | 27.6 | 27.57 | 18.64 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 4.13 | 24.46 | 25.25 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 2.61 | 23.16 | 21.66 | 27.12 | 18.46 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 1.91 | 24.33 | 21.82 | 26.17 | 15.94 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 1.89 | 22.2 | - | - | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 1.76 | 22.07 | 25.17 | 28.57 | 18.25 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 1.09 | 26.57 | 23.96 | 28.59 | 18.4 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 0.84 | 15.95 | 13.72 | 24.08 | 15.99 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 0.45 | 23.23 | 24.42 | 28.78 | 18.33 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.06%
Others
8.16%
Large Cap
3.88%
Mid Cap
66.9%
