Taurus Discovery (Midcap) Fund - Growth Option
- Mid-Cap
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹124.78 Cr
Expense Ratio
2.09%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
5 Sep 1994
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.8% | -- |
| 3 Months | +8.24% | -- |
| 6 Months | +2.98% | -- |
| 1 Year | -2.85% | -2.85% |
| 2 Years | -- | -2.53% |
| 3 Years | +38.95% | +11.59% |
| 5 Years | +71.78% | +11.43% |
| Since Launch | +1109% | +8.14% |
Holdings as on 14 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Linde India | 7.30 | 5.85 |
| Persistent Systems | 7.28 | 5.83 |
| Aurobindo Pharma | 5.87 | 4.70 |
| Pace Digitek | 5.69 | 4.55 |
| Federal Bank | 5.29 | 4.24 |
| Coforge | 5.20 | 4.17 |
| Vodafone Idea | 5.07 | 4.06 |
| GMR Airports | 4.53 | 3.62 |
| Treps | 4.50 | 3.61 |
| REC | 4.27 | 3.42 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.29
Sharpe Ratio
18.33%
Std. Deviation
8.26%
Tracking Error
1.76%
Alpha
0.78
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ITI Mid Cap Fund Regular Growth | +8.99% | +21.29% | +15.02% |
| LIC MF Midcap Fund Regular Growth | +4.34% | +18.03% | +13.53% |
| JM Midcap Fund Regular Growth | +9.11% | +21.42% | -- |
| Taurus Discovery (Midcap) Fund - Growth Option | -2.85% | +11.59% | +11.43% |
| Bank of India Mid Cap Fund Regular Growth | -- | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Taurus Discovery (Midcap) Fund - Growth Option has an AUM of 124.78 crores & has delivered CAGR of 11.43 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Taurus Discovery (Midcap) Fund - Growth Option is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Linde India, Persistent Systems, Aurobindo Pharma, Pace Digitek.
The major sectors where the fund is invested are Software & Programming, Chemical Manufacturing, Misc. Capital Goods, Regional Banks.
Some of the similar funds are ITI Mid Cap Fund Regular Growth, LIC MF Midcap Fund Regular Growth, JM Midcap Fund Regular Growth, Taurus Discovery (Midcap) Fund - Growth Option, Bank of India Mid Cap Fund Regular Growth. Taurus Discovery (Midcap) Fund - Growth Option has a sharpe ratio of 0.29 & a standard deviation of 18.33%.
FAQs
According to the morning star rating Taurus Discovery (Midcap) Fund - Growth Option has a Medium risk & High return.
Taurus Discovery (Midcap) Fund - Growth Option is managed by Anuj Kapil,Hemanshu Srivastava.
The expense ratio of Taurus Discovery (Midcap) Fund - Growth Option is 2.09%.
The 5 year annualized return on Taurus Discovery (Midcap) Fund - Growth Option is 11.43% & it has generated -2.85% in the last 1 year.
The minimum investment in Taurus Discovery (Midcap) Fund - Growth Option is 500 Rs.
Taurus Discovery (Midcap) Fund - Growth Option has an AUM of 124.78 crores.
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