Taurus Discovery (Midcap) Fund - Growth Option

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Equity
Mid-Cap
Rating 2
Plan

112.02 +1.56 (1.41%) NAV as on 05 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)123.20
CAGR 7.98%
Exit Load1.00%
Expense ratio2.54%
CategoryEquity
Min Investment500
Min SIP500
Launch Date1994-09-05

Asset Allocation

Holdings As On - 07 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Linde India
6.08
4.93%

Coforge
5.47
4.43%

Federal Bank
5.28
4.28%

Bank of India
5.27
4.28%

REC
5.11
4.14%

Petronet LNG
5.07
4.11%

Aurobindo Pharma
4.98
4.03%

Pace Digitek
4.71
3.82%

Peer Comparison

Fund Name
LIC MF Midcap Fund Regular Growth8.5%
Taurus Discovery (Midcap) Fund - Growth Option7.98%
ITI Mid Cap Fund Regular Growth17.11%
JM Midcap Fund Regular Growth9%
Bank of India Mid Cap Fund Regular Growth0%

Risk & Volitility

Alpha 1.76%
Beta 0.78
Sharpe Ratio0.54
Std Deviation 16.67%
Tracking Error 8.26%

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 123.20 crores & has delivered CAGR of 12.77% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.54%. 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 & Exceptional respectively.

The top holdings of the fund include Linde India, Coforge, Federal Bank & Bank of India.

The major sectors where the fund is invested are Chemical Manufacturing, Regional Banks, Oil & Gas Operations & Software & Programming.

Some of the similar funds are LIC MF Midcap Fund Regular Growth, Taurus Discovery (Midcap) Fund - Growth Option, ITI Mid Cap Fund Regular Growth, JM Midcap Fund Regular Growth, Bank of India Mid Cap Fund Regular Growth. Taurus Discovery (Midcap) Fund - Growth Option has a sharpe ratio of 0.54 & a standard deviation of 16.67%.