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 (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 130.1 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 117% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
118.09
-0.32 (-0.271%)
8.3%
Benchmark: 17.48%
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
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 | 16.48 |
| Sharpe Ratio | 0.81 |
| Alpha | -4.78 |
| 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 | -7.24 | 12.6 | 17.08 | 20.84 | 13.98 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.04 | 30.89 | 27.25 | 28.52 | 17.48 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 6.18 | 24.8 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 4.47 | 27.58 | 23.96 | 29.4 | 17.19 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 3.9 | 23.37 | 21.21 | 28.06 | 17.4 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.11%
Others
6.81%
Large Cap
6.01%
Mid Cap
61.07%
