Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl

Equity

Taurus Mutual Fund

Mid-Cap

Get the latest NAV of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹102.65

▼-2%1D

NAV as on 13 Mar 2026

15.23%/per year

Since Inception

Absolute Gain%

▲▼

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)

The fund has underperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-5.99%
-9.91%
-10.96%
8.14%
14.64%
12.47%
Nifty Midcap 150
-7.55%
-8.66%
-6.19%
13.02%
21.41%
17.21%
Mid-Cap Avg
-7.41%
-8.66%
-7.36%
11.38%
20.31%
16.42%
Best in Mid-Cap
-4.29%
-4.11%
-0.31%
23.35%
25.73%
21%
Worst in Mid-Cap
-10.84%
-17.77%
-21.08%
-6.21%
12.95%
12.47%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl
-
123Cr
1.92%
8.14%
14.64%
-6.83
1.00
0.63
1.02
-1.63
ITI Mid Cap Fund Reinvestment Inc Dist cum Cap Wdrl
-
1,095Cr
0.11%
5.73%
22.3%
3.06
--
--
1.97
0.51
Motilal Oswal Midcap Reinvestment of Income Distribution cum capital withdrawal Fund
-
24,488Cr
0.65%
24.41%
29.13%
7.92
--
--
1.96
0.77
PGIM India Midcap Opportunities Fund Reinvestment Inc Dist cum Cap Wdrl
-
10,460Cr
0.46%
6.64%
12.03%
-5.64
--
--
0.72
-1.46
See all

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

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Profit

Total Corpus

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Absolute Return
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Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Mid cap
68.5%
Small cap
25.2%
Large cap
1.9%
Small Cap allocation has gone down from 25.6% to 25.2%
Small Cap allocation has gone down from 25.6% to 25.2%
Mid Cap allocation has gone down from 70.4% to 68.5%
Mid Cap allocation has gone down from 70.4% to 68.5%
Large Cap allocation has gone down from 2.6% to 1.9%
Large Cap allocation has gone down from 2.6% to 1.9%
Cash allocation has gone up from 1.3% to 4.5%
Cash allocation has gone up from 1.3% to 4.5%

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
20.9%
Industrial
16.5%
Consumer Cyclical
15.2%
Basic Materials
11.5%
Health
10%
Consumer Defensive
8.1%
Tech
6.1%
Energy
5.9%
Real Estate
3.1%
Communication
2.7%

Top 3 Sectors in February were Financial Services, Industrial & Basic Materials

Feb'26

Financial Services

20%

Industrial

17%

Basic Materials

14%

Jan'26

Financial Services

19%

Industrial

18%

Basic Materials

14%

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
Linde India Ltd
5.53%
0%
Bank of India
4.6%
0%
Petronet LNG Ltd
4.6%
0%
The Federal Bank Ltd
4.46%
0%
Pace Digitek Ltd
4.16%
9.1%
See all
Top Stocks bought last month
Linde India Ltd's allocation increased from 4.93% to 5.53%
Linde India Ltd's allocation increased from 4.93% to 5.53%
Regaal Resources Ltd's allocation increased from 2.63% to 3.2%
Regaal Resources Ltd's allocation increased from 2.63% to 3.2%
Petronet LNG Ltd's allocation increased from 4.11% to 4.6%
Petronet LNG Ltd's allocation increased from 4.11% to 4.6%
Top Stocks sold last month
REC Ltd's allocation decreased from 4.14 % to 3.98 %
REC Ltd's allocation decreased from 4.14 % to 3.98 %
Container Corporation of India Ltd's allocation decreased from 3.57 % to 3.52 %
Container Corporation of India Ltd's allocation decreased from 3.57 % to 3.52 %
PI Industries Ltd's allocation decreased from 3.51 % to 3.41 %
PI Industries Ltd's allocation decreased from 3.51 % to 3.41 %

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.92%
Benchmark
Nifty Midcap 150 TR INR
AUM₹123 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
97.92%
Risk
Risk meter
pointer
Very High Risk

About Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Hemanshu Srivastava, Anuj Kapil. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl has ₹123 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 1.9.

Returns

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl has given a CAGR return of 15.23% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.14%, 14.64% and 12.47% respectively.

Holdings

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Basic Materials, Tech, Health, Consumer Cyclical, Energy, Consumer Defensive, Communication, Utilities. Its top holdings are Linde India Ltd, Bank of India, Petronet LNG Ltd, The Federal Bank Ltd, Pace Digitek Ltd

Taxation

As it is a mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl has no lock in period.

Fund Manager

Hemanshu Srivastava

Fund Manager of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl, since 18 July 2024

Anuj Kapil

Fund Manager of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl, since 13 June 2023

Learn more about Taurus Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 123.1 Cr
₹ 123.2 Cr
₹ 129.1 Cr
  • AUM of the fund stands at 123.1 Cr as of Feb'26
  • AUM decreased by 0.1 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl

How do I invest in Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl?

INDmoney makes it simple to invest in the Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl?

The NAV of the fund today is ₹102.65. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl fund has generated a return of 8.14% in 1 year, 14.64% in 3 years, 12.47% in 5 years.

Who is the fund manager of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl?

The fund managers are Hemanshu Srivastava, Anuj Kapil.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.92%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹123 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl?

The top 3 holdings of the fund are Linde India Ltd(5.53%), Bank of India(4.6%), Petronet LNG Ltd(4.6%)