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Fund Overview

Fund Size

Fund Size

₹106 Cr

Expense Ratio

Expense Ratio

1.98%

ISIN

ISIN

INF044D01CA9

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

About this fund

Taurus Discovery (Midcap) Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Taurus Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹114.14, Assets Under Management (AUM) of 105.98 Crores, and an expense ratio of 1.98%.
  • Taurus Discovery (Midcap) Fund Direct Growth has given a CAGR return of 16.45% since inception.
  • The fund's asset allocation comprises around 95.12% in equities, 0.00% in debts, and 4.88% in cash & cash equivalents.
  • You can start investing in Taurus Discovery (Midcap) Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+0.26%

+9.75% (Cat Avg.)

3 Years

+15.65%

+19.14% (Cat Avg.)

5 Years

+26.25%

+31.07% (Cat Avg.)

10 Years

+14.26%

+15.28% (Cat Avg.)

Since Inception

+16.45%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity100.81 Cr95.12%
Others5.17 Cr4.88%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Bank of IndiaEquity4.77 Cr4.50%
AU Small Finance Bank LtdEquity4.43 Cr4.18%
Aurobindo Pharma LtdEquity4.34 Cr4.09%
TrepsCash - Repurchase Agreement4 Cr3.77%
Coforge LtdEquity3.98 Cr3.75%
Voltas LtdEquity3.88 Cr3.66%
Dalmia Bharat LtdEquity3.69 Cr3.48%
Container Corporation of India LtdEquity3.55 Cr3.35%
Aditya Birla Capital LtdEquity3.27 Cr3.08%
The Federal Bank LtdEquity3.25 Cr3.07%
Indian Hotels Co LtdEquity3.08 Cr2.91%
Hindustan Petroleum Corp LtdEquity3.03 Cr2.86%
CreditAccess Grameen Ltd Ordinary SharesEquity2.89 Cr2.72%
Inox Wind Energy Ltd Ordinary SharesEquity2.86 Cr2.70%
Vodafone Idea LtdEquity2.74 Cr2.58%
Astral LtdEquity2.67 Cr2.52%
Indus Towers Ltd Ordinary SharesEquity2.55 Cr2.41%
Yatharth Hospital and Trauma Care Services LtdEquity2.53 Cr2.39%
Schaeffler India LtdEquity2.44 Cr2.30%
REC LtdEquity2.18 Cr2.06%
LIC Housing Finance LtdEquity2.11 Cr1.99%
Faze Three LtdEquity2.08 Cr1.96%
Endurance Technologies LtdEquity2.07 Cr1.96%
GlaxoSmithKline Pharmaceuticals LtdEquity1.89 Cr1.78%
PVR INOX LtdEquity1.87 Cr1.76%
Tata Communications LtdEquity1.83 Cr1.72%
Metro Brands LtdEquity1.81 Cr1.71%
Mphasis LtdEquity1.77 Cr1.67%
Abbott India LtdEquity1.7 Cr1.61%
GMR Airports LtdEquity1.56 Cr1.47%
Oberoi Realty LtdEquity1.48 Cr1.40%
SAMHI Hotels LtdEquity1.36 Cr1.28%
Aditya Birla Real Estate LtdEquity1.3 Cr1.23%
NMDC LtdEquity1.27 Cr1.19%
HDFC Asset Management Co LtdEquity1.26 Cr1.19%
The New India Assurance Co LtdEquity1.21 Cr1.14%
L&T Technology Services LtdEquity1.18 Cr1.12%
Net Receivable / PayableCash - Collateral1.17 Cr1.10%
Reliance Industries LtdEquity1.13 Cr1.06%
Hindware Home Innovation Ltd Ordinary SharesEquity1.13 Cr1.06%
Oracle Financial Services Software LtdEquity1.11 Cr1.05%
Chemtech Industrial Valves LtdEquity1.11 Cr1.04%
Tata Technologies LtdEquity1.11 Cr1.04%
Oil India LtdEquity0.92 Cr0.86%
Aditya Birla Fashion and Retail LtdEquity0.88 Cr0.83%
Sanghi Industries LtdEquity0.71 Cr0.67%
Bank of MaharashtraEquity0.7 Cr0.66%
Bharat Heavy Electricals LtdEquity0.64 Cr0.60%
MSTC LtdEquity0.62 Cr0.59%
Steel Authority Of India LtdEquity0.62 Cr0.58%
KEI Industries LtdEquity0.28 Cr0.26%

Allocation By Market Cap (Equity)

Large Cap Stocks

5.53%

Mid Cap Stocks

72.19%

Small Cap Stocks

17.41%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services26.06 Cr24.59%
Consumer Cyclical18.74 Cr17.68%
Industrials13.29 Cr12.54%
Healthcare10.46 Cr9.87%
Technology9.14 Cr8.62%
Communication Services8.99 Cr8.48%
Basic Materials7.58 Cr7.15%
Energy5.07 Cr4.79%
Real Estate1.48 Cr1.40%

Risk & Performance Ratios

Standard Deviation

This fund

18.05%

Cat. avg.

16.75%

Lower the better

Sharpe Ratio

This fund

0.48

Cat. avg.

0.67

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.07

Higher the better

Fund Managers

Anuj Kapil

Anuj Kapil

Since June 2023

HS

Hemanshu Srivastava

Since July 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF044D01CA9
Expense Ratio
1.98%
Exit Load
1.00%
Fund Size
₹106 Cr
Age
12 years 2 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Mid-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bandhan Midcap Fund Regular Growth

Very High Risk

2.1%1.0%₹1353.07 Cr10.2%
Bandhan Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹1353.07 Cr11.8%
Motilal Oswal Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹23703.68 Cr18.1%
HDFC NIFTY Midcap 150 ETF

Very High Risk

0.2%-₹15.15 Cr-
Mirae Asset Midcap Fund Regular Growth

Very High Risk

1.7%1.0%₹13830.67 Cr5.3%
Mirae Asset Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹13830.67 Cr6.4%
Axis Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹26087.92 Cr12.5%
Mahindra Manulife Mid Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹3067.16 Cr12.7%
Mahindra Manulife Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3067.16 Cr11.1%
Tata Mid Cap Growth Fund Regular Growth

Very High Risk

1.9%1.0%₹3954.92 Cr8.0%

About the AMC

Taurus Mutual Fund

Taurus Mutual Fund

Total AUM

₹890 Cr

Address

Ground Floor, AML Centre-1, Mumbai, 400 093

Other Funds by Taurus Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Taurus Banking & Financial Services Fund Direct Growth

Very High Risk

1.4%1.0%₹10.24 Cr10.0%
Taurus Largecap Equity Fund Direct Growth

Very High Risk

2.4%1.0%₹44.07 Cr5.2%
Taurus Ethical Fund Direct Growth

Very High Risk

0.6%1.0%₹251.45 Cr4.9%
Taurus Discovery (Midcap) Fund Direct Growth

Very High Risk

2.0%1.0%₹105.98 Cr0.3%
Taurus Infrastructure Fund Direct Growth

Very High Risk

1.5%1.0%₹7.92 Cr2.1%
Taurus Nifty 50 Index Fund Direct Growth

Very High Risk

0.7%1.0%₹4.81 Cr6.8%
Taurus Tax shield Direct Growth

Very High Risk

1.5%0.0%₹72.17 Cr10.7%
Taurus Flexi Cap Fund Direct Growth

Very High Risk

2.5%1.0%₹320.80 Cr4.8%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Taurus Discovery (Midcap) Fund Direct Growth, as of 27-Mar-2025, is ₹114.14.
The fund has generated 0.26% over the last 1 year and 15.65% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.12% in equities, 0.00% in bonds, and 4.88% in cash and cash equivalents.
The fund managers responsible for Taurus Discovery (Midcap) Fund Direct Growth are:-
  1. Anuj Kapil
  2. Hemanshu Srivastava

Fund Overview

Fund Size

Fund Size

₹106 Cr

Expense Ratio

Expense Ratio

1.98%

ISIN

ISIN

INF044D01CA9

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Taurus Discovery (Midcap) Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Taurus Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹114.14, Assets Under Management (AUM) of 105.98 Crores, and an expense ratio of 1.98%.
  • Taurus Discovery (Midcap) Fund Direct Growth has given a CAGR return of 16.45% since inception.
  • The fund's asset allocation comprises around 95.12% in equities, 0.00% in debts, and 4.88% in cash & cash equivalents.
  • You can start investing in Taurus Discovery (Midcap) Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+0.26%

+9.75% (Cat Avg.)

3 Years

+15.65%

+19.14% (Cat Avg.)

5 Years

+26.25%

+31.07% (Cat Avg.)

10 Years

+14.26%

+15.28% (Cat Avg.)

Since Inception

+16.45%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity100.81 Cr95.12%
Others5.17 Cr4.88%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Bank of IndiaEquity4.77 Cr4.50%
AU Small Finance Bank LtdEquity4.43 Cr4.18%
Aurobindo Pharma LtdEquity4.34 Cr4.09%
TrepsCash - Repurchase Agreement4 Cr3.77%
Coforge LtdEquity3.98 Cr3.75%
Voltas LtdEquity3.88 Cr3.66%
Dalmia Bharat LtdEquity3.69 Cr3.48%
Container Corporation of India LtdEquity3.55 Cr3.35%
Aditya Birla Capital LtdEquity3.27 Cr3.08%
The Federal Bank LtdEquity3.25 Cr3.07%
Indian Hotels Co LtdEquity3.08 Cr2.91%
Hindustan Petroleum Corp LtdEquity3.03 Cr2.86%
CreditAccess Grameen Ltd Ordinary SharesEquity2.89 Cr2.72%
Inox Wind Energy Ltd Ordinary SharesEquity2.86 Cr2.70%
Vodafone Idea LtdEquity2.74 Cr2.58%
Astral LtdEquity2.67 Cr2.52%
Indus Towers Ltd Ordinary SharesEquity2.55 Cr2.41%
Yatharth Hospital and Trauma Care Services LtdEquity2.53 Cr2.39%
Schaeffler India LtdEquity2.44 Cr2.30%
REC LtdEquity2.18 Cr2.06%
LIC Housing Finance LtdEquity2.11 Cr1.99%
Faze Three LtdEquity2.08 Cr1.96%
Endurance Technologies LtdEquity2.07 Cr1.96%
GlaxoSmithKline Pharmaceuticals LtdEquity1.89 Cr1.78%
PVR INOX LtdEquity1.87 Cr1.76%
Tata Communications LtdEquity1.83 Cr1.72%
Metro Brands LtdEquity1.81 Cr1.71%
Mphasis LtdEquity1.77 Cr1.67%
Abbott India LtdEquity1.7 Cr1.61%
GMR Airports LtdEquity1.56 Cr1.47%
Oberoi Realty LtdEquity1.48 Cr1.40%
SAMHI Hotels LtdEquity1.36 Cr1.28%
Aditya Birla Real Estate LtdEquity1.3 Cr1.23%
NMDC LtdEquity1.27 Cr1.19%
HDFC Asset Management Co LtdEquity1.26 Cr1.19%
The New India Assurance Co LtdEquity1.21 Cr1.14%
L&T Technology Services LtdEquity1.18 Cr1.12%
Net Receivable / PayableCash - Collateral1.17 Cr1.10%
Reliance Industries LtdEquity1.13 Cr1.06%
Hindware Home Innovation Ltd Ordinary SharesEquity1.13 Cr1.06%
Oracle Financial Services Software LtdEquity1.11 Cr1.05%
Chemtech Industrial Valves LtdEquity1.11 Cr1.04%
Tata Technologies LtdEquity1.11 Cr1.04%
Oil India LtdEquity0.92 Cr0.86%
Aditya Birla Fashion and Retail LtdEquity0.88 Cr0.83%
Sanghi Industries LtdEquity0.71 Cr0.67%
Bank of MaharashtraEquity0.7 Cr0.66%
Bharat Heavy Electricals LtdEquity0.64 Cr0.60%
MSTC LtdEquity0.62 Cr0.59%
Steel Authority Of India LtdEquity0.62 Cr0.58%
KEI Industries LtdEquity0.28 Cr0.26%

Allocation By Market Cap (Equity)

Large Cap Stocks

5.53%

Mid Cap Stocks

72.19%

Small Cap Stocks

17.41%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services26.06 Cr24.59%
Consumer Cyclical18.74 Cr17.68%
Industrials13.29 Cr12.54%
Healthcare10.46 Cr9.87%
Technology9.14 Cr8.62%
Communication Services8.99 Cr8.48%
Basic Materials7.58 Cr7.15%
Energy5.07 Cr4.79%
Real Estate1.48 Cr1.40%

Risk & Performance Ratios

Standard Deviation

This fund

18.05%

Cat. avg.

16.75%

Lower the better

Sharpe Ratio

This fund

0.48

Cat. avg.

0.67

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.07

Higher the better

Fund Managers

Anuj Kapil

Anuj Kapil

Since June 2023

HS

Hemanshu Srivastava

Since July 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF044D01CA9
Expense Ratio
1.98%
Exit Load
1.00%
Fund Size
₹106 Cr
Age
12 years 2 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Mid-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bandhan Midcap Fund Regular Growth

Very High Risk

2.1%1.0%₹1353.07 Cr10.2%
Bandhan Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹1353.07 Cr11.8%
Motilal Oswal Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹23703.68 Cr18.1%
HDFC NIFTY Midcap 150 ETF

Very High Risk

0.2%-₹15.15 Cr-
Mirae Asset Midcap Fund Regular Growth

Very High Risk

1.7%1.0%₹13830.67 Cr5.3%
Mirae Asset Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹13830.67 Cr6.4%
Axis Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹26087.92 Cr12.5%
Mahindra Manulife Mid Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹3067.16 Cr12.7%
Mahindra Manulife Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3067.16 Cr11.1%
Tata Mid Cap Growth Fund Regular Growth

Very High Risk

1.9%1.0%₹3954.92 Cr8.0%

About the AMC

Taurus Mutual Fund

Taurus Mutual Fund

Total AUM

₹890 Cr

Address

Ground Floor, AML Centre-1, Mumbai, 400 093

Other Funds by Taurus Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Taurus Banking & Financial Services Fund Direct Growth

Very High Risk

1.4%1.0%₹10.24 Cr10.0%
Taurus Largecap Equity Fund Direct Growth

Very High Risk

2.4%1.0%₹44.07 Cr5.2%
Taurus Ethical Fund Direct Growth

Very High Risk

0.6%1.0%₹251.45 Cr4.9%
Taurus Discovery (Midcap) Fund Direct Growth

Very High Risk

2.0%1.0%₹105.98 Cr0.3%
Taurus Infrastructure Fund Direct Growth

Very High Risk

1.5%1.0%₹7.92 Cr2.1%
Taurus Nifty 50 Index Fund Direct Growth

Very High Risk

0.7%1.0%₹4.81 Cr6.8%
Taurus Tax shield Direct Growth

Very High Risk

1.5%0.0%₹72.17 Cr10.7%
Taurus Flexi Cap Fund Direct Growth

Very High Risk

2.5%1.0%₹320.80 Cr4.8%

Still got questions?
We're here to help.

The NAV of Taurus Discovery (Midcap) Fund Direct Growth, as of 27-Mar-2025, is ₹114.14.
The fund has generated 0.26% over the last 1 year and 15.65% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.12% in equities, 0.00% in bonds, and 4.88% in cash and cash equivalents.
The fund managers responsible for Taurus Discovery (Midcap) Fund Direct Growth are:-
  1. Anuj Kapil
  2. Hemanshu Srivastava
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