Taurus Mid Cap Fund - Direct Plan - Growth
(Erstwhile Taurus Discovery Fund-Direct Plan-Growth Option)
Fund House: Taurus Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: Nifty Midcap 150 TRI |
| TER: 2.2% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 125.17 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 0.83% | Exit Load: 1% on or before 365D, Nil after 365D |
132.08
3.21 (2.4303%)
15.93%
Benchmark: 17.18%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 18.59 |
| Sharpe Ratio | 0.45 |
| Alpha | -7.88 |
| Beta | 0.97 |
| 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 - Direct Plan - Growth | 01-01-2013 | -0.1 | 0.6 | 12.22 | 12.69 | 14.87 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 17.2 | 11.33 | 24.44 | 18.34 | 16.88 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 12.88 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.79 | 11.73 | 22.33 | - | - |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 11.76 | 9.29 | 22.84 | 17.67 | 16.45 |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 11.03 | 5.96 | 18.44 | 15.51 | 15.35 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 8.99 | 7.06 | 17.92 | 16.19 | - |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 8.84 | 7.06 | 17.32 | 15.5 | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 8.69 | 3.08 | 20.95 | 15.28 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 8.27 | 13.82 | 24.35 | 19.71 | 18.52 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.78%
Others
4.0%
Large Cap
3.42%
Mid Cap
68.8%
