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Fund Overview

Fund Size

Fund Size

₹109 Cr

Expense Ratio

Expense Ratio

2.58%

ISIN

ISIN

INF044D01815

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

05 Sep 1994

About this fund

Taurus Discovery (Midcap) Fund Regular Growth is a Mid-Cap mutual fund schemes offered by Taurus Mutual Fund. This fund has been in existence for 31 years, 7 months and 13 days, having been launched on 05-Sep-94.
As of 17-Apr-26, it has a Net Asset Value (NAV) of ₹116.25, Assets Under Management (AUM) of 108.95 Crores, and an expense ratio of 2.58%.
  • Taurus Discovery (Midcap) Fund Regular Growth has given a CAGR return of 8.07% since inception.
  • The fund's asset allocation comprises around 91.14% in equities, 0.00% in debts, and 8.86% in cash & cash equivalents.
  • You can start investing in Taurus Discovery (Midcap) Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+4.95%

+12.47% (Cat Avg.)

3 Years

+15.84%

+22.44% (Cat Avg.)

5 Years

+13.75%

+18.64% (Cat Avg.)

10 Years

+14.99%

+16.58% (Cat Avg.)

Since Inception

+8.07%

(Cat Avg.)

Portfolio Summaryas of 31st March 2026

Equity99.3 Cr91.14%
Others9.65 Cr8.86%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Net Receivable / PayableCash9.65 Cr8.86%
Linde India LtdEquity6.9 Cr6.33%
Aurobindo Pharma LtdEquity5.34 Cr4.90%
Persistent Systems LtdEquity4.87 Cr4.47%
The Federal Bank LtdEquity4.75 Cr4.36%
Pace Digitek LtdEquity4.21 Cr3.87%
Bank of IndiaEquity4.11 Cr3.77%
Coforge LtdEquity4.07 Cr3.74%
REC LtdEquity3.84 Cr3.53%
GMR Airports LtdEquity3.81 Cr3.50%
PI Industries LtdEquity3.67 Cr3.37%
Petronet LNG LtdEquity3.48 Cr3.19%
Abbott India LtdEquity3.33 Cr3.06%
Container Corporation of India LtdEquity3.3 Cr3.03%
Vodafone Idea LtdEquity3.09 Cr2.84%
Indian Energy Exchange LtdEquity2.98 Cr2.74%
Dixon Technologies (India) LtdEquity2.61 Cr2.40%
Swiggy LtdEquity2.6 Cr2.39%
Torrent Power LtdEquity2.55 Cr2.34%
Deepak Nitrite LtdEquity2.51 Cr2.30%
Bharat Heavy Electricals LtdEquity2.47 Cr2.27%
Regaal Resources LtdEquity2.42 Cr2.22%
Inox Wind LtdEquity2.35 Cr2.16%
Astral LtdEquity2.07 Cr1.90%
Exide Industries LtdEquity1.96 Cr1.80%
GlaxoSmithKline Pharmaceuticals LtdEquity1.74 Cr1.60%
SAMHI Hotels LtdEquity1.73 Cr1.59%
Colgate-Palmolive (India) LtdEquity1.65 Cr1.52%
Balkrishna Industries LtdEquity1.58 Cr1.45%
HDFC Asset Management Co LtdEquity1.54 Cr1.41%
LIC Housing Finance LtdEquity1.33 Cr1.22%
Bharat Dynamics Ltd Ordinary SharesEquity1.32 Cr1.21%
Mphasis LtdEquity1.08 Cr0.99%
Voltas LtdEquity1.02 Cr0.93%
PVR INOX LtdEquity1.01 Cr0.93%
Titagarh Rail Systems LtdEquity0.94 Cr0.86%
Sumitomo Chemical India Ltd Ordinary SharesEquity0.73 Cr0.67%
Chemtech Industrial Valves LtdEquity0.34 Cr0.32%

Allocation By Market Cap (Equity)

Large Cap Stocks

1.41%

Mid Cap Stocks

69.06%

Small Cap Stocks

20.67%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services18.55 Cr17.03%
Technology16.84 Cr15.46%
Industrials16.6 Cr15.24%
Basic Materials13.81 Cr12.67%
Healthcare10.41 Cr9.56%
Consumer Cyclical8.88 Cr8.15%
Communication Services4.1 Cr3.76%
Consumer Defensive4.08 Cr3.74%
Energy3.48 Cr3.19%
Utilities2.55 Cr2.34%

Risk & Performance Ratios

Standard Deviation

This fund

17.98%

Cat. avg.

17.17%

Lower the better

Sharpe Ratio

This fund

0.40

Cat. avg.

0.73

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.09

Higher the better

Fund Managers

Anuj Kapil

Anuj Kapil

Since June 2023

HS

Hemanshu Srivastava

Since July 2024

Additional Scheme Detailsas of 31st March 2026

ISIN
INF044D01815
Expense Ratio
2.58%
Exit Load
1.00%
Fund Size
₹109 Cr
Age
31 years 7 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Baroda BNP Paribas Mid Cap Fund Direct Growth

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SBI Magnum Midcap Fund Direct Growth

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Sundaram Mid Cap Fund Direct Growth

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Tata Mid Cap Growth Fund Direct Growth

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0.7%0.0%₹4992.84 Cr14.5%
Taurus Discovery (Midcap) Fund Direct Growth

Very High Risk

2.1%1.0%₹108.95 Cr5.4%
DSP Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹17491.90 Cr15.4%
Quant Mid Cap Fund Direct Growth

Very High Risk

0.8%0.0%₹7001.82 Cr1.3%
Franklin India Prima Fund Direct Growth

Very High Risk

1.0%1.0%₹10899.40 Cr6.4%
Motilal Oswal Nifty Midcap 100 ETF

Very High Risk

0.2%-₹726.57 Cr14.3%
Union Midcap Fund Regular Growth

Very High Risk

2.1%1.0%₹1497.77 Cr14.8%
Union Midcap Fund Direct Growth

Very High Risk

0.8%1.0%₹1497.77 Cr16.4%
Edelweiss Mid Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹13553.62 Cr13.0%

About the AMC

Taurus Mutual Fund

Taurus Mutual Fund

Total AUM

₹992 Cr

Address

Ground Floor, AML Centre-1, Mumbai, 400 093

Other Funds by Taurus Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Taurus Banking & Financial Services Fund Direct Growth

Very High Risk

2.5%1.0%₹10.36 Cr3.7%
Taurus Largecap Equity Fund Direct Growth

Very High Risk

2.3%1.0%₹46.36 Cr5.3%
Taurus Ethical Fund Direct Growth

Very High Risk

1.8%1.0%₹350.15 Cr7.1%
Taurus Discovery (Midcap) Fund Direct Growth

Very High Risk

2.1%1.0%₹108.95 Cr5.4%
Taurus Infrastructure Fund Direct Growth

Very High Risk

2.5%1.0%₹7.96 Cr4.9%
Taurus Nifty 50 Index Fund Direct Growth

Very High Risk

0.9%1.0%₹5.74 Cr2.4%
Taurus Tax shield Direct Growth

Very High Risk

2.2%0.0%₹64.38 Cr1.3%
Taurus Flexi Cap Fund Direct Growth

Very High Risk

2.6%1.0%₹305.86 Cr2.7%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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Still got questions?
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What is the current NAV of Taurus Discovery (Midcap) Fund Regular Growth?

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The NAV of Taurus Discovery (Midcap) Fund Regular Growth, as of 17-Apr-2026, is ₹116.25.
The fund has generated 4.95% over the last 1 year and 15.84% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 91.14% in equities, 0.00% in bonds, and 8.86% in cash and cash equivalents.
The fund managers responsible for Taurus Discovery (Midcap) Fund Regular Growth are:-
  1. Anuj Kapil
  2. Hemanshu Srivastava
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