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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
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NAV as on Jul 29, 2025
i
Price per unit of the scheme.
₹ 128.72000.58%1 Day Change
-1.45%
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 Jul 29, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
19Out of 29 funds in the category
Category Avg Return
-0.97%
Fund Return -1.45%
Low-6.13%1%8.13%15.26%22.4%High
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
    Invesco India Mid Cap Fund Direct Plan Growth Option
    All Fund
    *For the other fund, rescaled NAVs are used
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    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
      ₹3,60,000
    • Return
      ₹91,818
    • Current Value
      ₹4,51,818

    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
    ₹ 133.42 Cr(As on Jun, 2025)
    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 onJul 29, 2025 is ₹128.72. Its expense ratio is 2.23 %. The fund has an AUM of ₹133.42 Cr.The fund is managed byHardik Shah,Anuj Kapil,Hemanshu Srivastava.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Hardik Shah
    Hardik Shah
    i
    Lead Fund Manager.
    May 23, 2022 - Present
    • Fund Manager Rank14Out of 25
      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₹ 42,486.06 Cr
    • Highest Return In 1 Yr9.87 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 128.72
    -1.45%
    -2.42%
    Very High Risk
    ₹133.42Cr
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    ₹ 71.95
    -3.78%
    -3.38%
    Very High Risk
    ₹9.75Cr
    Axis Long Duration Fund Direct Growth
    --
    ₹ 1,244.07
    0.88%
    0.83%
    Moderate Risk
    ₹525.91Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 128.72
    • Fund Size₹133.42Cr
    Fund Return-1.45%
    Category Return-2.42%
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 71.95
    • Fund Size₹9.75Cr
    Fund Return-3.78%
    Category Return-3.38%
    Axis Long Duration Fund Direct Growth
    Moderate Risk--
    • NAV₹ 1,244.07
    • Fund Size₹525.91Cr
    Fund Return0.88%
    Category Return0.83%
    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 Rank14Out of 25
      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₹ 980.70 Cr
    • Highest Return In 1 Yr6.91 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Ethical Fund-Direct Plan-Growth Option
    ₹ 142.39
    -2.77%
    -%
    Very High Risk
    ₹321.70Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 231.89
    -2.77%
    -2.51%
    Very High Risk
    ₹366.04Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 166.39
    -1.12%
    -3.27%
    Very High Risk
    ₹50.80Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 142.39
    • Fund Size₹321.70Cr
    Fund Return-2.77%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 231.89
    • Fund Size₹366.04Cr
    Fund Return-2.77%
    Category Return-2.51%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 166.39
    • Fund Size₹50.80Cr
    Fund Return-1.12%
    Category Return-3.27%
    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₹ 133.42 Cr
    • Highest Return In 1 Yr-6.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 128.72
    -1.45%
    -2.42%
    Very High Risk
    ₹133.42Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 128.72
    • Fund Size₹133.42Cr
    Fund Return-1.45%
    Category Return-2.42%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (93.18%)
    DEBT (-%)
    CASH (6.82%)
    Allocation by Market Cap
    Large Cap(3.55%)
    Mid Cap(69.54%)
    Small Cap(16.67%)
    Industry Holdings
    • Banks Regional10.01%
    • Drug Manufacturers Specialty Generic6.61%
    • Auto Parts5.23%
    • Credit Services5.01%
    • Diversified Industrials4.92%
    • Building Materials4.81%
    Stock Holdings
    • Aditya Birla Capital Ltd4.33%
    • Container Corporation of India Ltd3.99%
    • Dalmia Bharat Ltd3.62%
    • Bank of India3.57%
    • Aurobindo Pharma Ltd3.49%
    • Hindustan Petroleum Corp Ltd3.38%

    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.
      -3.72
      This Fund
      VS
      -0.12
      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.
      90.08
      This Fund
      VS
      90.49
      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.
      0.97
      This Fund
      VS
      0.92
      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.
      1.02
      This Fund
      VS
      1.23
      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.
      1.76
      This Fund
      VS
      2.14
      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.
      17.11
      This Fund
      VS
      16.24
      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
    Invesco India Mid Cap Fund Direct Plan Growth OptionInvesco India Mid Cap Fund Direct Plan Growth Option
    ₹ 216.94
    0.21%
    -2.42%
    Very High Risk
    ₹ 7,405.92 Cr
    Mirae Asset Midcap Fund Direct GrowthMirae Asset Midcap Fund Direct Growth
    ₹ 39.23
    0.15%
    -2.42%
    Very High Risk
    ₹ 17,184.81 Cr
    Kotak Emerging Equity Scheme Direct GrowthKotak Emerging Equity Scheme Direct Growth
    ₹ 157.69
    0.15%
    -2.42%
    Very High Risk
    ₹ 57,101.96 Cr
    Tata Mid Cap Growth Fund Direct Plan GrowthTata Mid Cap Growth Fund Direct Plan Growth
    ₹ 492.75
    0.11%
    -2.42%
    Very High Risk
    ₹ 4,985.20 Cr
    HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth OptionHDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
    ₹ 214.37
    -0.03%
    -2.42%
    Very High Risk
    ₹ 84,061.43 Cr
    DSP Midcap Fund Direct Plan GrowthDSP Midcap Fund Direct Plan Growth
    ₹ 163.76
    -0.03%
    -2.42%
    Very High Risk
    ₹ 19,559.23 Cr
    Invesco India Mid Cap Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 216.94
    • Fund Size₹ 7,405.92 Cr
    Fund Return0.21%
    Category Return-2.42%
    Mirae Asset Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 39.23
    • Fund Size₹ 17,184.81 Cr
    Fund Return0.15%
    Category Return-2.42%
    Kotak Emerging Equity Scheme Direct Growth
    Very High Risk
    • NAV₹ 157.69
    • Fund Size₹ 57,101.96 Cr
    Fund Return0.15%
    Category Return-2.42%
    Tata Mid Cap Growth Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 492.75
    • Fund Size₹ 4,985.20 Cr
    Fund Return0.11%
    Category Return-2.42%
    HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 214.37
    • Fund Size₹ 84,061.43 Cr
    Fund Return-0.03%
    Category Return-2.42%
    DSP Midcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 163.76
    • Fund Size₹ 19,559.23 Cr
    Fund Return-0.03%
    Category Return-2.42%
    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)
    Taurus Largecap Equity Fund - Direct Plan-Growth OptionTaurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 166.39
    -1.12%
    -3.27%
    Very High Risk
    ₹ 50.80 Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth OptionTaurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 128.72
    -1.45%
    -2.42%
    Very High Risk
    ₹ 133.42 Cr
    Taurus Tax Shield-Direct Plan-Growth OptionTaurus Tax Shield-Direct Plan-Growth Option
    ₹ 203.86
    -2.16%
    -2.60%
    Very High Risk
    ₹ 80.98 Cr
    Taurus Banking & Financial Services Fund Direct Plan Growth OptionTaurus Banking & Financial Services Fund Direct Plan Growth Option
    ₹ 60.30
    -2.55%
    -2.72%
    Very High Risk
    ₹ 12.30 Cr
    Taurus Ethical Fund-Direct Plan-Growth OptionTaurus Ethical Fund-Direct Plan-Growth Option
    ₹ 142.39
    -2.77%
    --
    Very High Risk
    ₹ 321.70 Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth OptionTaurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 231.89
    -2.77%
    -2.51%
    Very High Risk
    ₹ 366.04 Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 166.39
    • Fund Size₹ 50.80 Cr
    1 Month Return-1.12%
    Category Return-3.27%
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 128.72
    • Fund Size₹ 133.42 Cr
    1 Month Return-1.45%
    Category Return-2.42%
    Taurus Tax Shield-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 203.86
    • Fund Size₹ 80.98 Cr
    1 Month Return-2.16%
    Category Return-2.60%
    Taurus Banking & Financial Services Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 60.30
    • Fund Size₹ 12.30 Cr
    1 Month Return-2.55%
    Category Return-2.72%
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 142.39
    • Fund Size₹ 321.70 Cr
    1 Month Return-2.77%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 231.89
    • Fund Size₹ 366.04 Cr
    1 Month Return-2.77%
    Category Return-2.51%
    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 ₹ 980.70 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
    ₹ 980.70 Cr (
    As on Jun 30, 2025
    )
    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 Jul 29, 2025 is ₹128.72
    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 -1.45%, 3 months is 7.68%, 6 months is 9.79%, and 1 year is -6.13%
    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 19.80% and 5 years is 23.23%.
    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 133.42 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 93.18% in Equity and 6.82% in Cash & Money Market Securities

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