Taurus Discovery Midcap Fund Direct Growth

Taurus Discovery Midcap Fund Direct Growth

Equity

Taurus Mutual Fund

Mid-Cap

Get the latest NAV of Taurus Discovery Midcap Fund Direct Growth. 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.

₹125.22

▲0.4%1D

NAV as on 13 Aug 2025

16.77%/per year

Since Inception

Absolute Gain%

▲▼

73 people have invested ₹ 1.5L in Taurus Discovery Midcap Fund Direct Growth in the last three months

Taurus Discovery Midcap Fund Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (13-Aug-25)

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
-4.67%
3.19%
10.85%
-5.41%
17.71%
21.2%
Nifty Midcap 150
-2.63%
3.38%
12.08%
0.11%
21.92%
27.53%
Mid-Cap Avg
-1.92%
4.45%
12.31%
1.11%
21.31%
26.37%
Best in Mid-Cap
-0.41%
10.32%
20.52%
15.42%
28.91%
35.08%
Worst in Mid-Cap
-6.06%
-2.36%
4.38%
-12.72%
14.8%
20.8%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

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
-
130Cr
2.16%
-5.41%
17.71%
-4.14
0.99
0.78
1.27
-1.03
HDFC Mid Cap Fund Direct Growth
1/19
83,847Cr
0.75%
5.55%
26.6%
5.26
0.85
1.44
2.55
0.98
Invesco India Mid Cap Fund Direct Growth
2/19
7,802Cr
0.55%
16.68%
29.3%
5.66
0.91
1.35
2.29
0.84
Edelweiss Mid Cap Fund Direct Growth
3/19
11,027Cr
0.39%
7.09%
26.07%
3.03
0.95
1.23
2.07
0.58
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Taurus Discovery Midcap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

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Absolute Return
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Taurus Discovery Midcap Fund Asset Allocation

See fund asset allocation details as on (14-Jul-25)

Fund Distribution

as on (14-Jul-25)

Equity 96.5%

Debt & Cash 3.5%

Mid cap
68.9%
Small cap
19.4%
Large cap
5.2%
Small Cap allocation has gone down from 18.4% to 16.7%
Small Cap allocation has gone down from 18.4% to 16.7%
Mid Cap allocation has gone up from 66.8% to 69.5%
Mid Cap allocation has gone up from 66.8% to 69.5%
Large Cap allocation has gone down from 3.7% to 3.6%
Large Cap allocation has gone down from 3.7% to 3.6%
Cash allocation has gone down from 10.6% to 6.8%
Cash allocation has gone down from 10.6% to 6.8%

Taurus Discovery Midcap Fund Sector Allocation

See fund sector allocation details as on (14-Jul-25)

Sector Allocation

Equity 96.5%

Debt & Cash 3.5%

Financial Services
24.3%
Consumer Cyclical
16.5%
Industrial
14.9%
Tech
10.5%
Basic Materials
10%
Health
9.7%
Communication
6.5%
Energy
4.4%
Real Estate
1.9%
Consumer Defensive
1.2%

Top 3 Sectors in June were Financial Services, Industrial & Consumer Cyclical

Jun'25

Financial Services

23%

Consumer Cyclical

19%

Industrial

18%

May'25

Financial Services

25%

Industrial

20%

Consumer Cyclical

18%

Taurus Discovery Midcap Fund Holdings Details

as on (31-Jul-25)

Equity

Top Stocks bought last month
Linde India Ltd's allocation increased from 0.47% to 2.5%
Linde India Ltd's allocation increased from 0.47% to 2.5%
Deepak Nitrite Ltd's allocation increased from 0.89% to 1.73%
Deepak Nitrite Ltd's allocation increased from 0.89% to 1.73%
Aditya Birla Fashion and Retail Ltd's allocation increased from 0.24% to 1.05%
Aditya Birla Fashion and Retail Ltd's allocation increased from 0.24% to 1.05%
Top Stocks sold last month
Bank of India's allocation decreased from 3.82 % to 3.57 %
Bank of India's allocation decreased from 3.82 % to 3.57 %
Aurobindo Pharma Ltd's allocation decreased from 3.68 % to 3.49 %
Aurobindo Pharma Ltd's allocation decreased from 3.68 % to 3.49 %
Voltas Ltd's allocation decreased from 2.91 % to 2.9 %
Voltas Ltd's allocation decreased from 2.91 % to 2.9 %

Taurus Discovery Midcap Fund Direct Growth Overview

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

Expense ratio2.16%
Benchmark
Nifty Midcap 150 TR INR
AUM₹130 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

Taurus Discovery Midcap Fund Direct Growth 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 Growth has ₹130 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
  2. The fund has an expense ratio 2.2.

Returns

Taurus Discovery Midcap Fund Direct Growth has given a CAGR return of 16.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -5.41%, 17.71% and 21.20% respectively.

Holdings

Taurus Discovery Midcap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Energy, Tech, Communication, Consumer Defensive, Real Estate. Its top holdings are Aditya Birla Capital Ltd, Linde India Ltd, Container Corporation of India Ltd, Dalmia Bharat Ltd, Aurobindo Pharma 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 Growth

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 Growth has no lock in period.

Fund Manager

Hemanshu Srivastava

Fund Manager of Taurus Discovery Midcap Fund Direct Growth, since 18 July 2024

Anuj Kapil

Fund Manager of Taurus Discovery Midcap Fund Direct Growth, since 13 June 2023

Learn more about Taurus Mutual Fund
Parameters
Jun'25
May'25
Apr'25
AUM
₹ 133.4 Cr
₹ 128 Cr
₹ 119.7 Cr
  • AUM of the fund stands at 133.4 Cr as of Jun'25
  • AUM increased by 5.4 Cr between Jun'25 and May'25

Compare Taurus Discovery Midcap Fund

Taurus Discovery Midcap Fund

VS

HDFC Mid Cap Fund Direct Growth

Frequently Asked Questions for Taurus Discovery Midcap Fund Direct Growth

How do I invest in Taurus Discovery Midcap Fund?

INDmoney makes it simple to invest in the Taurus Discovery Midcap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Taurus Discovery Midcap Fund’.
  • 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?

The NAV of the fund today is ₹125.22. 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 fund has generated a return of -5.41% in 1 year, 17.71% in 3 years, 21.20% in 5 years.

Who is the fund manager of Taurus Discovery Midcap Fund?

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 2.16%. 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 ₹130 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?

The top 3 holdings of the fund are Aditya Birla Capital Ltd(4.12%), Linde India Ltd(3.95%), Container Corporation of India Ltd(3.89%)