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: 2.65% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 135.02 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.83% | Exit Load: 1% on or before 365D, Nil after 365D

115.67

17.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Midcap 150 TRI
-
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 8.84 -0.51 10.1 12.89 13.93
HSBC Midcap Fund - Regular Growth 09-08-2004 26.99 10.92 25.11 19.04 17.0
ICICI Prudential Mid Cap Fund - Regular Plan - Growth 10-10-2004 22.18 9.5 22.8 18.01 16.51
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 19.16 10.26 21.81 - -
Helios Mid Cap Fund - Regular Plan - Growth Plan 13-03-2025 17.51 - - - -
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 17.42 2.41 20.26 15.57 -
MahIndra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 16.39 3.57 18.6 17.77 -
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 16.32 5.64 16.61 15.59 -
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option 02-05-2006 15.31 3.85 17.1 14.86 14.87
JM Mid Cap Fund - Regular Plan - Growth Option 21-11-2022 15.15 3.68 18.58 - -

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

25.15%

Others

6.34%

Large Cap

4.16%

Mid Cap

64.35%

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