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: 2.36% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 137.53 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.83% | Exit Load: 1% if exited on or before 365 days; Nil, if exited after 365 days |
134.92
0.98 (0.7264%)
15.81%
Benchmark: 16.68%
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 | 18.51 |
| Sharpe Ratio | 0.29 |
| Alpha | -3.64 |
| Beta | 0.92 |
| 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 | 4.23 | -0.01 | 8.88 | 10.47 | 14.11 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.46%
Others
3.79%
Large Cap
2.15%
Mid Cap
64.6%
