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: 2.58% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 108.92 Cr As on 31-03-2026(Source:AMFI)
Turn over: 0.83% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

107.19

16.87%

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 8.88 1.8 15.59 13.73 15.28
ICICI Prudential MidCap Fund - Growth 10-10-2004 28.27 15.84 26.72 20.94 17.72
HSBC Midcap Fund - Regular Growth 09-08-2004 26.44 15.34 27.71 19.77 17.87
Helios Mid Cap Fund - Regular Plan - Growth Plan 13-03-2025 22.76 - - - -
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 20.14 15.82 26.54 - -
Invesco India Midcap Fund - Growth Option 19-04-2007 20.12 18.1 26.78 21.86 18.93
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 19.83 10.18 21.45 17.82 -
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option 02-05-2006 18.83 11.48 21.96 18.38 16.28
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 18.16 13.74 22.25 19.34 18.19
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 18.1 11.84 20.93 18.78 -

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

17.66%

Others

8.82%

Large Cap

3.53%

Mid Cap

69.99%

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