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.

₹121.35

▲0.8%1D

NAV as on 13 May 2025

16.85%/per year

Since Inception

Absolute Gain%

▲▼

70 people have invested ₹ 1.2L 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-May-25)

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

Period
This Fund
Nifty Midcap 150
Category Avg
1 Month
9.02%
9.48%
9.05%
3 Months
7.43%
8.42%
7.47%
6 Months
-1.24%
1.84%
-0.09%
1 Year
0.85%
10.06%
10.88%
3 Years
21.03%
26.11%
25.03%
5 Years
24.85%
32.54%
30.59%

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
Inception Returns
Taurus Discovery Midcap Fund
-
114Cr
2.16%
0.85%
21.03%
16.85%
HDFC Mid Cap Opportunities Fund Direct Growth
2/19
72,610Cr
0.89%
13.86%
30.77%
21.08%
Motilal Oswal Midcap Fund Direct Growth
3/19
27,780Cr
0.68%
22.36%
33.59%
24.1%
Nippon India Growth Fund Direct Growth
4/19
34,690Cr
0.8%
14.94%
29.23%
18.85%
See all
img
Beats FD returns for both 3Y & 5Y duration
img
5Y returns in the bottom 25% of the category
img
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

0

Absolute Return
▲
▼

Taurus Discovery Midcap Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 90.4%

Debt & Cash 9.6%

Mid cap
74.7%
Small cap
17.5%
Large cap
5.6%
Large Cap allocation has gone up from 5.5% to 5.6%
Large Cap allocation has gone up from 5.5% to 5.6%
Small Cap allocation has gone up from 17.4% to 17.5%
Small Cap allocation has gone up from 17.4% to 17.5%
Mid Cap allocation has gone up from 72.2% to 74.7%
Mid Cap allocation has gone up from 72.2% to 74.7%
Cash allocation has gone down from 4.9% to 2.2%
Cash allocation has gone down from 4.9% to 2.2%

Taurus Discovery Midcap Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 90.4%

Debt & Cash 9.6%

Financial Services
21.5%
Consumer Cyclical
17%
Industrial
15.6%
Basic Materials
13.7%
Health
7.8%
Communication
7.2%
Tech
7.2%
Real Estate
3.8%
Energy
3.5%
Utilities
1.5%
Consumer Defensive
1.1%

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

Mar'25

Financial Services

25%

Consumer Cyclical

18%

Industrial

15%

Feb'25

Financial Services

26%

Consumer Cyclical

19%

Industrial

13%

Taurus Discovery Midcap Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Aurobindo Pharma Ltd
4.21%
0%
Bank of India
3.86%
0%
Dalmia Bharat Ltd
3.56%
0%
AU Small Finance Bank Ltd
3.53%
0%
Aditya Birla Capital Ltd
3.43%
0%
See all
Top Stocks bought last month
KEI Industries Ltd's allocation increased from 0.26% to 1.82%
KEI Industries Ltd's allocation increased from 0.26% to 1.82%
Oracle Financial Services Software Ltd's allocation increased from 1.05% to 1.84%
Oracle Financial Services Software Ltd's allocation increased from 1.05% to 1.84%
Hindustan Petroleum Corp Ltd's allocation increased from 2.86% to 3.24%
Hindustan Petroleum Corp Ltd's allocation increased from 2.86% to 3.24%
Top Stocks sold last month
AU Small Finance Bank Ltd's allocation decreased from 4.18 % to 3.65 %
AU Small Finance Bank Ltd's allocation decreased from 4.18 % to 3.65 %
Dalmia Bharat Ltd's allocation decreased from 3.48 % to 3.47 %
Dalmia Bharat Ltd's allocation decreased from 3.48 % to 3.47 %
CreditAccess Grameen Ltd Ordinary Shares's allocation decreased from 2.72 % to 2.61 %
CreditAccess Grameen Ltd Ordinary Shares's allocation decreased from 2.72 % to 2.61 %

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₹114 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
113.02%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
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 . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Taurus Discovery Midcap Fund Direct Growth has ₹114 Cr worth of assets under management (AUM) as on Mar 2025 and is less 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 16.85% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.85%, 21.03% and 24.85% respectively.

Holdings

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

Learn more about Taurus Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 114.4 Cr
₹ 106 Cr
₹ 126.6 Cr
  • AUM of the fund stands at 114.4 Cr as of Mar'25
  • AUM increased by 8.5 Cr between Mar'25 and Feb'25

Compare Taurus Discovery Midcap Fund

Taurus Discovery Midcap Fund

VS

HDFC Mid Cap Opportunities Fund Direct Growth

Frequently Asked Questions for Taurus Discovery Midcap Fund Direct Growth

What is the current NAV of Taurus Discovery Midcap Fund Direct Growth?

The current NAV of Taurus Discovery Midcap Fund Direct Growth is ₹121.35 as on 13-May-2025.

What are the average returns of Taurus Discovery Midcap Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.
Taurus Discovery Midcap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
9.02%
9.02%
6 Month Returns
-1.24%
-1.24%
1 Year Returns
0.85%
0.85%
3 Years Returns
77.28%
21.03%

How do I invest in Taurus Discovery Midcap Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Taurus Discovery Midcap Fund Direct Growth?

2.16% as on April 2025

What is net assets under management (AUM) of Taurus Discovery Midcap Fund Direct Growth?

₹114 Cr as on April 2025

What are the top 5 holdings of Taurus Discovery Midcap Fund Direct Growth?

Aurobindo Pharma Ltd(4.21%), Bank of India(3.86%), Dalmia Bharat Ltd(3.56%), AU Small Finance Bank Ltd(3.53%), Aditya Birla Capital Ltd(3.43%) as on April 2025

What are the top 3 sectors that this Taurus Discovery Midcap Fund Direct Growth has invested in?

Financial Services(23.42%), Consumer Cyclical(17.64%), Industrial(17.08%) as on April 2025

What is the alpha of Taurus Discovery Midcap Fund Direct Growth?

The alpha ratio for the Taurus Discovery Midcap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Taurus Discovery Midcap Fund Direct Growth
-11.13
-5.66
-5.02
As on April 2025
The alpha for Taurus Discovery Midcap Fund Direct Growth is calculated against Nifty Midcap 150 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Taurus Discovery Midcap Fund Direct Growth??

The Beta ratio for the Taurus Discovery Midcap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Taurus Discovery Midcap Fund Direct Growth
0.95
1
0.92
As on April 2025
The Beta for Taurus Discovery Midcap Fund Direct Growth is calculated with Nifty Midcap 150 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Taurus Discovery Midcap Fund Direct Growth?

The sharpe ratio for the Taurus Discovery Midcap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Taurus Discovery Midcap Fund Direct Growth
-0.54
0.51
1.02
As on April 2025
The sharpe ratio for Taurus Discovery Midcap Fund Direct Growth is calculated with Nifty Midcap 150 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Taurus Discovery Midcap Fund Direct Growth?

The standard deviation for the Taurus Discovery Midcap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Taurus Discovery Midcap Fund Direct Growth
19.46
18.17
16.9
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Taurus Discovery Midcap Fund Direct Growth?

Sortino ratio is 0.8 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the exit load of Taurus Discovery Midcap Fund Direct Growth?

The Exit load of Taurus Discovery Midcap Fund Direct Growth is 1%