Taurus Mid Cap Fund
Taurus Mutual Fund·Mid Cap Fund·vs Nifty Midcap 150 TRI
The fund is positioned for growth in quality mid-cap businesses with a pronounced tilt toward IT, chemicals, and pharmaceuticals—sectors offering structural tailwinds. The substantial cash position and concentrated top-10 holdings signal confidence in core convictions rather than broad diversification. Recent shifts exiting financials and consumer plays while adding energy stocks suggest the manager is rotating toward cyclical recovery themes, indicating heightened conviction in infrastructure and industrial resurgence over defensive positioning.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Direct Growth | ₹123.3500 | +4.25% | — | — | — | — | — |
| Regular Growth | ₹116.4000 | +4.21% | +0.23% | -6.01% | +0.12% | +14.42% | +13.11% |
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Portfolio Metrics(latest month)
Holdings
35
Top 5 Weight
23.79%
Top 10 Weight
41.09%
Active Share
—
Large Cap
0.00%
Gini
0.280
What Changed2026-03-31 → 2026-04-30
Holdings: 38 → 37+3 added−4 removed26 weight shifts ≥ 0.1%
| Stock | Weight |
|---|---|
| Insolation Energy Ltd. | 3.13% |
| Escorts Kubota Ltd. | 0.92% |
| TREPS | 5.29% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Linde India Ltd. INE473A01011 | 6.04% |
| 2 | TREPS | 5.29% |
| 3 | Persistent Systems Ltd. INE262H01021 | 4.67% |
| 4 | Aurobindo Pharma Ltd. INE406A01037 | 4.64% |
| 5 | Net Receivable / Payable | 4.43% |
| 6 | The Federal Bank Ltd. INE171A01029 | 4.28% |
| 7 | Pace Digitek Ltd. INE0S3G01027 | 4.16% |
| 8 | REC Ltd. INE020B01018 | 3.64% |
| 9 | Coforge Ltd. INE591G01025 | 3.56% |
| 10 | GMR Airports Ltd. INE776C01039 | 3.53% |
| 11 | PI Industries Ltd. INE603J01030 | 3.36% |
| 12 | Container Corporation of India Ltd. INE111A01025 | 3.21% |
| 13 | Petronet LNG Ltd. INE347G01014 | 3.16% |
| 14 | Insolation Energy Ltd. INE0LGX01024 | 3.13% |
| 15 | Vodafone Idea Ltd. INE669E01016 | 3.01% |
| 16 | Bharat Heavy Electricals Ltd. INE257A01026 | 2.89% |
| 17 | Torrent Power Ltd. INE813H01021 | 2.76% |
| 18 | Deepak Nitrite Ltd. INE288B01029 | 2.76% |
| 19 | Regaal Resources Ltd. INE0MHO01029 | 2.68% |
| 20 | Abbott India Ltd. INE358A01014 | 2.66% |
Sector Allocation
IT - Software10.2%
Chemicals & Petrochemicals8.8%
Electrical Equipment8.6%
Pharmaceuticals & Biotechnology7.9%
Telecom - Services7.2%
Banks6.9%
Fertilizers & Agrochemicals4.0%
Finance3.6%
Transport Infrastructure3.5%
Consumer Durables3.4%
Top 10 sectors by % to NAV. Excludes derivatives.