- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of Taurus Discovery Midcap Fund with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 37,145 |
1,145 |
2.04% |
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
As of 30 Apr 2026, fund size of Taurus Discovery Midcap Fund is
122.77 Cr. -
Taurus Discovery Midcap Fund shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
4.38%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
-
Taurus Discovery Midcap Fund is an
Equityoriented mutual fund in the
- Mid Cap Fundcategory.
-
NIFTY Midcap 150 TRI
is the benchmark for Taurus Discovery Midcap Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
05 Sep 1994as at present it is 32 years old fund.
-
Name of the AMC is
Taurus Mutual Funds.
Click here to
know moreabout Taurus Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Taurus Discovery Midcap Fund managed by following fund manager(s);
-
Mr. Anuj Kapil and Mr. Hemanshu Srivastava
Fund ManagerClick here to
view all fundsmanaged by Mr. Anuj Kapil and Mr. Hemanshu Srivastava
How does the
Return Comparison of the Taurus Discovery Midcap Fund fare against peer funds in the Mid Cap fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Taurus Discovery Midcap Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Mid Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 4.71% | 15.96% | 10.85% | 18.43% | 11.67% | 25.96% | 20.29% | 18.40% |
| Category Average | 1.61% | 7.47% | 1.60% | 4.01% | 4.59% | 18.83% | 15.67% | 15.82% |
| Taurus Discovery Midcap Fund | -0.51% | 3.64% | -4.90% | -5.12% | -2.88% | 11.08% | 10.98% | 14.47% |
| HSBC Midcap Fund | 4.71% | 15.96% | 10.85% | 16.76% | 11.00% | 25.96% | - | - |
| ICICI Prudential Mid Cap Fund | 1.21% | 8.40% | 7.07% | 12.32% | 8.68% | 24.06% | 17.87% | 17.20% |
| Invesco India Mid Cap Fund | 2.42% | 10.49% | -0.32% | 5.71% | 11.67% | 23.83% | 19.47% | 18.25% |
| WhiteOak Capital Mid Cap Fund | 2.19% | 10.15% | 2.09% | 8.85% | 11.03% | 23.13% | - | - |
| Nippon India Growth Mid Cap Fund | 1.33% | 6.06% | 3.11% | 5.68% | 7.14% | 22.45% | 19.65% | 18.40% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Taurus Discovery Midcap Fund are shown below;
Equity 90.28%
Debt 0.00%
Others 9.72%
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| Linde India Limited | 6.04% |
| AUROBINDO PHARMA LTD. | 4.64% |
| FEDERAL BANK LTD. | 4.28% |
| REC Ltd | 3.64% |
| GMR Airports Infrastructure Ltd | 3.53% |
| Others | 77.87% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 19.16% |
| Capital Goods | 13.74% |
| Chemicals | 12.76% |
| Financial Services | 12.58% |
| Materials | 10.92% |
| Others | 30.84% |
Portfolio Holdings shown is as of 30 Apr 2026
Riskometer
Investors understand that their
principal
will be at Very High risk