Business Today
Subscribe
Fuel PricesPMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
mutual funds
taurus discovery (midcap) fund - direct plan-growth option
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

  • Very High Risk
  • Equity
  • Mid-Cap
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Mar 18, 2026
i
Price per unit of the scheme.
₹ 116.72001.35%1 Day Change
-6.19%
Minimum Investment₹500
Expense Ratio2.23%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Midcap 150 TR INR
    Expense Ratio
    2.23%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 123.20 Cr(As on Jan, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    86.00 %
    Exit Load
    1%- if exited on or before365 days, Nil-if exited after 365 days

    bt_logoABOUT THE FUND

    Objective: 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.

    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is an Equity - Mid-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMar 18, 2026 is ₹116.72. Its expense ratio is 2.23 %. The fund has an AUM of ₹123.20 Cr.The fund is managed byHardik Shah,Anuj Kapil,Hemanshu Srivastava.
    The minimum initial investment is  ₹500 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Hardik Shah
    Hardik Shah
    i
    Lead Fund Manager.
    May 23, 2022 - Present
    • Fund Manager Rank12Out of 29
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed20
    • Total AUM₹ 42,862.30 Cr
    • Highest Return In 1 Yr19.14 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 116.72
    -6.19%
    -6.26%
    Very High Risk
    ₹123.20Cr
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    ₹ 65.63
    -8.25%
    -6.33%
    Very High Risk
    ₹8.77Cr
    Axis Long Duration Fund Direct Growth
    --
    ₹ 1,233.43
    -0.27%
    -0.26%
    Moderate Risk
    ₹240.86Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 116.72
    • Fund Size₹123.20Cr
    Fund Return-6.19%
    Category Return-6.26%
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 65.63
    • Fund Size₹8.77Cr
    Fund Return-8.25%
    Category Return-6.33%
    Axis Long Duration Fund Direct Growth
    Moderate Risk--
    • NAV₹ 1,233.43
    • Fund Size₹240.86Cr
    Fund Return-0.27%
    Category Return-0.26%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Kapil
    Anuj Kapil
    i
    Lead Fund Manager.
    Jun 13, 2023 - Present
    • Fund Manager Rank12Out of 29
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 979.28 Cr
    • Highest Return In 1 Yr9.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Ethical Fund-Direct Plan-Growth Option
    ₹ 135.34
    -5.73%
    -%
    Very High Risk
    ₹364.71Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 219.31
    -5.99%
    -7.93%
    Very High Risk
    ₹341.64Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 162.14
    -5.61%
    -8.07%
    Very High Risk
    ₹50.66Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 135.34
    • Fund Size₹364.71Cr
    Fund Return-5.73%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 219.31
    • Fund Size₹341.64Cr
    Fund Return-5.99%
    Category Return-7.93%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 162.14
    • Fund Size₹50.66Cr
    Fund Return-5.61%
    Category Return-8.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Hemanshu Srivastava
    Hemanshu Srivastava
    i
    Lead Fund Manager.
    Jul 18, 2024 - Present
    • Schemes managed1
    • Total AUM₹ 123.20 Cr
    • Highest Return In 1 Yr6.44 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 116.72
    -6.19%
    -6.26%
    Very High Risk
    ₹123.20Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 116.72
    • Fund Size₹123.20Cr
    Fund Return-6.19%
    Category Return-6.26%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (95.54%)
    DEBT (-%)
    CASH (4.46%)
    Allocation by Market Cap
    Large Cap(1.91%)
    Mid Cap(68.48%)
    Small Cap(25.15%)
    Industry Holdings
    • -%
    Stock Holdings
    • Ami Organics Ltd5.56%
    • Linde India Ltd5.53%
    • Bank of India4.60%
    • Petronet LNG Ltd4.60%
    • The Federal Bank Ltd4.46%
    • Pace Digitek Ltd4.16%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -6.83
      This Fund
      VS
      -0.61
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      90.53
      This Fund
      VS
      90.68
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.00
      This Fund
      VS
      0.95
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.63
      This Fund
      VS
      1.01
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.03
      This Fund
      VS
      1.65
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.50
      This Fund
      VS
      15.64
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Taurus Asset Management Company Limited
    Taurus Asset Management Company Limited manages assets worth ₹ 979.28 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.
    phone icon
    Phone
    +91 22 66242700
    mail icon
    Email
    customercare@taurusmutualfund.com
    aum
    AUM
    ₹ 979.28 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    Ground Floor, AML Centre-1, Mumbai,400 093

    bt_logoFAQ's

    What is the category of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The category of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is Equity - Mid-Cap
    What is the current NAV of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The current NAV of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option as on Mar 18, 2026 is ₹116.72
    How safe is Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The risk level of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is Very High.
    What are short term returns given by Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The return given by Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option in 1 month is -6.19%, 3 months is -8.04%, 6 months is -11.36%, and 1 year is 6.44%
    What are the long term returns given by Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The return given by Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option in 3 years is 15.24% and 5 years is 13.56%.
    What is the expense ratio of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The expense ratio of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is 2.23%
    What is the AUM of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The assets under Management (AUM) of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is Rs 123.20 crores.
    What is the minimum investment in Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option ?
    The minimum Lumpsum investment in Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is ₹500.00 and the minimum SIP investment in Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is ₹500.00
    What is the asset allocation of Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option?
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option has an exposure of 95.54% in Equity and 4.46% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories