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 11 m old and manages ₹137.53 Crs, whereas AXIS Midcap Fund - Direct (G) is 13 yrs 9 m old with ₹33,527.8 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 (13.94%), Aerospace & Defense (10.71%), and Pharmaceuticals (10.12%), while AXIS Midcap Fund - Direct (G) focuses on Capital Goods - Electrical Equipment (8.31%), Banks (7.70%), and Pharmaceuticals (7.22%).
• The funds share exposure to 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 Sigma Advanced Systems Ltd. (10.71%), Persistent Systems Ltd. (5.38%), Aurobindo Pharma Ltd. (4.97%), Linde India Ltd. (4.67%), and Coforge Ltd. (4.66%), whereas AXIS Midcap Fund - Direct (G) holds Clearing Corporation of India Ltd (6.46%), The Federal Bank Limited (3.98%), Apar Industries Limited (2.84%), Sona BLW Precision Forgings Limited (2.69%), and Fortis Healthcare Limited (2.61%).
• 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 96.21% equity and 0.00% debt, while AXIS Midcap Fund - Direct (G) has 90.23% 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) across all timeframes (3M, 6M, 1Y, 3Y, 5Y), demonstrating consistent performance and resilience in all market cycles. Returns were 3.40% , 8.07% , 3.05% , 8.30% , and 9.88% versus AXIS Midcap Fund - Direct (G)'s -3.35% , 1.93% , 1.81% , 14.99% , and 10.97% .