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: 4.38% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 122.77 Cr As on 30-04-2026(Source:AMFI)
Turn over: 0.83% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

104.12

16.61%

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 -2.87 -1.21 12.83 12.18 14.62
HSBC Midcap Fund - Regular Growth 09-08-2004 19.34 13.64 27.44 19.49 17.76
ICICI Prudential MidCap Fund - Growth 10-10-2004 17.43 12.27 26.05 19.49 17.62
Helios Mid Cap Fund - Regular Plan - Growth Plan 13-03-2025 13.47 - - - -
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 12.28 14.23 24.68 - -
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option 02-05-2006 9.98 8.61 21.08 17.23 15.92
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 9.95 8.22 20.06 16.54 -
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 9.52 7.81 23.71 19.11 -
Invesco India Midcap Fund - Growth Option 19-04-2007 8.96 14.78 24.68 20.08 18.3
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 8.6 8.69 19.24 17.52 -

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

20.95%

Others

9.72%

Large Cap

3.64%

Mid Cap

65.69%

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