Taurus Mid Cap Fund
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 | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Direct Growth | ₹123.3200 | +1.02% | — | — | — |
| Regular Growth | ₹116.3700 | +0.99% | -1.64% | +13.77% | +13.10% |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| 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
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Taurus Mid Cap Fund hold?
Taurus Mid Cap Fund holds 35 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 23.79% of NAV.
What is the largest holding in Taurus Mid Cap Fund?
The largest position in Taurus Mid Cap Fund is Linde India Ltd., accounting for 6.04% of NAV in the Chemicals & Petrochemicals sector.
Is Taurus Mid Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.280, Taurus Mid Cap Fund is well-diversified. The HHI concentration index is 29,100 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 23.79% of the portfolio.
What is the market cap allocation of Taurus Mid Cap Fund?
Based on SEBI's AMFI classification, Taurus Mid Cap Fund's equity portfolio is split as: Large Cap: 0.00%, Mid Cap: 67.33%, Small Cap: 22.95%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Taurus Mid Cap Fund invest in most?
Taurus Mid Cap Fund has the highest allocation to IT - Software (10.18%), Chemicals & Petrochemicals (8.80%), Electrical Equipment (8.58%). The fund is invested across 22 sectors in total.
How actively managed is Taurus Mid Cap Fund compared to other Mid Cap Fund funds?
Taurus Mid Cap Fund has an Active Share of 80.12%, classifying it as "Highly Differentiated" among 30 Mid Cap Fund peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in Taurus Mid Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Taurus Mid Cap Fund added 3 new stocks (including Insolation Energy Ltd.) and exited 4 stocks (including Colgate Palmolive (India) Ltd.). Total holding count decreased from 38 to 37 stocks.