Taurus Discovery (Midcap) Fund - Growth Option

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Equity
Mid-Cap
Rating 2
Plan

117.61 +0.21 (0.18%) NAV as on 14 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)129.14
CAGR 4.70%
Exit Load1.00%
Expense ratio2.55%
CategoryEquity
Min Investment500
Min SIP500
Launch Date1994-09-05

Asset Allocation

Holdings As On - 19 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Linde India
6.03
4.66%

Coforge
5.50
4.25%

Pace Digitek
5.17
4.00%

Petronet LNG
4.98
3.85%

Federal Bank
4.89
3.78%

Aurobindo Pharma
4.85
3.75%

GMR Airports
4.70
3.64%

Bank of India
4.62
3.58%

Peer Comparison

Fund Name
LIC MF Midcap Fund Regular Growth1.13%
Taurus Discovery (Midcap) Fund - Growth Option4.7%
ITI Mid Cap Fund Regular Growth9.42%
JM Midcap Fund Regular Growth1.34%
Bank of India Mid Cap Fund Regular Growth0%

Risk & Volitility

Alpha 1.76%
Beta 0.78
Sharpe Ratio0.58
Std Deviation 16.51%
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 129.14 crores & has delivered CAGR of 15.56% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.55%. 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, Pace Digitek & Hindustan Petroleum Corporation Ltd.

The major sectors where the fund is invested are Chemical Manufacturing, Oil & Gas Operations, Regional Banks & 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 0.58 & a standard deviation of 16.51%.