Compare Mutual Funds

Insights from Fund Comparison

• Both Taurus Mid Cap Fund (IDCW) and AXIS Midcap Fund - Direct (G) are Mid Cap Fund, Equity schemes. Taurus Mid Cap Fund (IDCW) is 17 yrs 5 m old and manages ₹123.09 Crs, whereas AXIS Midcap Fund - Direct (G) is 13 yrs 2 m old with ₹31,977.12 Crs.
• Taurus Mid Cap Fund (IDCW) is older, but AXIS Midcap Fund - Direct (G) is larger — suggesting that while Taurus Mid Cap Fund (IDCW) has more experience, AXIS Midcap Fund - Direct (G) may be attracting recent investor interest.
• Taurus Mid Cap Fund (IDCW) has its top 3 sectors in Banks (9.06%), Chemicals (8.87%), and Pharmaceuticals (7.70%), while AXIS Midcap Fund - Direct (G) focuses on Capital Goods - Electrical Equipment (7.60%), Banks (7.19%), and Pharmaceuticals (6.29%).
• The funds share exposure to Banks and Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Taurus Mid Cap Fund (IDCW) holds Linde India Ltd. (5.53%), Bank of India (4.60%), Petronet LNG Ltd. (4.60%), The Federal Bank Ltd. (4.46%), and Pace Digitek Ltd. (4.16%), whereas AXIS Midcap Fund - Direct (G) holds Clearing Corporation of India Ltd (6.47%), The Federal Bank Limited (3.98%), Fortis Healthcare Limited (3.85%), Multi Commodity Exchange of India Limited (2.73%), and GE Vernova T&D India Limited (2.39%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Taurus Mid Cap Fund (IDCW) has 95.51% equity and 0.00% debt, while AXIS Midcap Fund - Direct (G) has 88.39% equity and 0.00% debt.
• Taurus Mid Cap Fund (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.