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: 2.56% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 119.67 Cr As on 30-04-2025(Source:AMFI)
Turn over: 117% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

110.31

18.09%

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 3.64 21.9 21.88 24.83 15.38
Invesco India Midcap Fund - Growth Option 19-04-2007 22.7 35.79 30.97 31.16 18.18
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.51 33.94 30.03 34.2 18.52
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 17.32 32.16 - - -
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.65 33.75 34.07 37.15 17.99
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 13.78 33.53 29.91 34.09 18.51
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 13.66 32.76 28.88 29.99 15.81
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 12.45 30.55 31.03 33.61 18.23
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 12.43 27.27 - - -
Franklin India Prima Fund-Growth 01-12-1993 12.09 30.2 28.32 28.18 15.74

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

18.31%

Others

9.57%

Large Cap

2.29%

Mid Cap

69.83%

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