Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution Cum Capital Withdrawal Option

(Erstwhile Taurus Discovery Fund - Regular Plan - Divided Option)
Fund House: Taurus Mutual Fund
Category: Equity: Mid Cap
Launch Date: 01-01-2009
Asset Class: Equity
Benchmark: Nifty Midcap 150 TRI
TER: 2.8% 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

101.32

16.05%

PERFORMANCE

Returns Type:
of  : 
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End : 
Period:  
This Scheme
-
vs
Nifty Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
5 Years 4 Months
8 Years 11 Months
12 Years 0 Months
15 Years 1 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 15.94
Sharpe Ratio 0.96
Alpha -4.91
Beta 1.05
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 - Payout of Income Distribution Cum Capital Withdrawal Option 01-01-2009 -7.22 -5.86 4.47 7.61 12.27

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.46%

Others

3.79%

Large Cap

2.15%

Mid Cap

64.6%

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