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

Very High Risk
Equity
Mid-Cap

NAV as on Jan 9, 2026

Price per unit of the scheme.

₹ 110.9800-1.11%1 Day Change

-1.44%

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.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

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

FUND 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.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

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

Equity: Mid-Cap Average NAV

Topper in Equity: Mid-Cap

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

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

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND 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

₹ 131.84 Cr(As on Nov, 2025)

Inception Date

Jan 01, 2013

Turnover

86.00 %

Exit Load

1%- if exited on or before365 days, Nil-if exited after 365 days

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-Reinvestment of Income Dist cum cap wdrl is an Equity - Mid-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJan 09, 2026 is ₹110.98. Its expense ratio is 2.23 %. The fund has an AUM of ₹131.84 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

FUND MANAGER

Hardik Shah

Lead Fund Manager.

May 23, 2022 - Present

Fund Manager Rank24Out of 59
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₹ 46,360.80 Cr
Highest Return In 1 Yr17.33 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

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

₹ 124.93

-1.44%

-0.24%

Very High Risk

₹131.84Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹ 70.35

-1.21%

-0.32%

Very High Risk

₹9.31Cr

Axis Long Duration Fund Direct Growth

₹ 1,234.31

1.01%

0.51%

Moderate Risk

₹291.36Cr

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

Very High Risk

NAV₹ 124.93
Fund Size₹131.84Cr

Fund Return-1.44%

Category Return-0.24%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV₹ 70.35
Fund Size₹9.31Cr

Fund Return-1.21%

Category Return-0.32%

Axis Long Duration Fund Direct Growth

Moderate Risk--

NAV₹ 1,234.31
Fund Size₹291.36Cr

Fund Return1.01%

Category Return0.51%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Anuj Kapil

Lead Fund Manager.

Jun 13, 2023 - Present

Fund Manager Rank24Out of 59
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₹ 1,020.69 Cr
Highest Return In 1 Yr13.72 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Taurus Ethical Fund-Direct Plan-Growth Option

₹ 144.30

-0.46%

Very High Risk

₹365.51Cr

Taurus Flexi Cap Fund - Direct Plan-Growth Option

₹ 229.66

-1.68%

-0.45%

Very High Risk

₹365.35Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹ 168.42

-1.13%

-0.35%

Very High Risk

₹52.30Cr

Taurus Ethical Fund-Direct Plan-Growth Option

Very High Risk

NAV₹ 144.30
Fund Size₹365.51Cr

Fund Return-0.46%

Category Return--

Taurus Flexi Cap Fund - Direct Plan-Growth Option

Very High Risk

NAV₹ 229.66
Fund Size₹365.35Cr

Fund Return-1.68%

Category Return-0.45%

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV₹ 168.42
Fund Size₹52.30Cr

Fund Return-1.13%

Category Return-0.35%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Hemanshu Srivastava

Lead Fund Manager.

Jul 18, 2024 - Present

Schemes managed1
Total AUM₹ 131.84 Cr
Highest Return In 1 Yr1.97 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

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

₹ 124.93

-1.44%

-0.24%

Very High Risk

₹131.84Cr

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

Very High Risk

NAV₹ 124.93
Fund Size₹131.84Cr

Fund Return-1.44%

Category Return-0.24%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Dec, 2025

EQUITY (97.31%)

DEBT (-%)

CASH (2.69%)

Allocation by Market Cap

Large Cap(1.88%)

Mid Cap(67.27%)

Small Cap(28.17%)

Industry Holdings

Oil Gas Refining Marketing8.05%
Banks Regional7.56%
Information Technology Services7.20%
Drug Manufacturers Specialty Generic6.04%
Diversified Industrials5.02%
Specialty Chemicals4.79%

Stock Holdings

Linde India Ltd4.66%
Coforge Ltd4.25%
Pace Digitek Ltd4.00%
Hindustan Petroleum Corp Ltd3.98%
Petronet LNG Ltd3.85%
The Federal Bank Ltd3.78%

PERFORMANCE 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.
----

HISTORICAL 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.
-6.47
This Fund
VS
-0.38
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.
90.50
This Fund
VS
90.34
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
0.94
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.
0.61
This Fund
VS
0.97
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.
0.98
This Fund
VS
1.60
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.
16.51
This Fund
VS
15.58
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth ₹ 1,020.69 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.

Phone

+91 22 66242700

customercare@taurusmutualfund.com

AUM

₹ 1,020.69 Cr (

As on Nov 30, 2025

)

Address

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

FAQ's

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

The category of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is Equity - Mid-Cap

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

The current NAV of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl as on Jan 09, 2026 is ₹110.98

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

The risk level of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is Very High.

What are short term returns given by Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl ?

The return given by Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl in 1 month is -1.44%, 3 months is -3.28%, 6 months is -5.81%, and 1 year is 1.97%

What are the long term returns given by Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl ?

The return given by Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl in 3 years is 15.75% and 5 years is 15.96%.

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

The expense ratio of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is 2.23%

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

The assets under Management (AUM) of Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is Rs 131.84 crores.

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

The minimum Lumpsum investment in Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is ₹500.00 and the minimum SIP investment in Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is ₹500.00

What is the asset allocation of 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 has an exposure of 97.31% in Equity and 2.69% in Cash & Money Market Securities