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 10 m old and manages ₹135.02 Crs, whereas AXIS Midcap Fund - Direct (G) is 13 yrs 7 m old with ₹34,403.73 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 IT - Software (13.01%), Pharmaceuticals (8.89%), and Banks (7.21%), while AXIS Midcap Fund - Direct (G) focuses on Banks (8.46%), Capital Goods - Electrical Equipment (7.20%), and Pharmaceuticals (6.41%).
• The funds share exposure to Pharmaceuticals and Banks, 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 Sigma Advanced Systems Ltd. (6.66%), Persistent Systems Ltd. (5.75%), Linde India Ltd. (5.06%), The Federal Bank Ltd. (4.86%), and Aurobindo Pharma Ltd. (4.80%), whereas AXIS Midcap Fund - Direct (G) holds The Federal Bank Limited (4.56%), Clearing Corporation of India Ltd (4.36%), Fortis Healthcare Limited (3.44%), Sona BLW Precision Forgings Limited (2.64%), and The Indian Hotels Company Limited (2.35%).
• 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 94.19% equity and 0.00% debt, while AXIS Midcap Fund - Direct (G) has 89.30% 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.
• Taurus Mid Cap Fund (IDCW) outperformed AXIS Midcap Fund - Direct (G) in 1 Year (returns: 9.72% ) but underperformed in 3 Months, 6 Months, 3 Years, 5 Years (returns: 10.91%, 13.07%, 11.12%, 13.58%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.