Compare Mutual Funds

Insights from Fund Comparison

• Both Taurus Mid Cap Fund (IDCW) and AXIS Midcap Fund - Direct (IDCW) are Mid Cap Fund, Equity schemes. Taurus Mid Cap Fund (IDCW) is 17 yrs 3 m old and manages ₹129.14 Crs, whereas AXIS Midcap Fund - Direct (IDCW) is 13 yrs 0 m old with ₹31,717.15 Crs.
• Taurus Mid Cap Fund (IDCW) is older, but AXIS Midcap Fund - Direct (IDCW) is larger — suggesting that while Taurus Mid Cap Fund (IDCW) has more experience, AXIS Midcap Fund - Direct (IDCW) may be attracting recent investor interest.
• Taurus Mid Cap Fund (IDCW) has its top 3 sectors in Chemicals (8.14%), Finance (7.91%), and Banks (7.36%), while AXIS Midcap Fund - Direct (IDCW) focuses on IT - Software (7.67%), Capital Goods - Electrical Equipment (7.13%), and Banks (6.09%).
• The funds share exposure to 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 Linde India Ltd. (4.66%), Coforge Ltd. (4.25%), Pace Digitek Ltd. (4.00%), Hindustan Petroleum Corporation Ltd. (3.98%), and Petronet LNG Ltd. (3.85%), whereas AXIS Midcap Fund - Direct (IDCW) holds Fortis Healthcare Limited (3.64%), The Federal Bank Limited (3.33%), Clearing Corporation of India Ltd (3.17%), The Indian Hotels Company Limited (2.52%), and Multi Commodity Exchange of India Limited (2.51%).
• 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 97.29% equity and 0.00% debt, while AXIS Midcap Fund - Direct (IDCW) has 92.93% 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) showed short-term strength over 3 Months, 6 Months (returns: -8.05%, -5.68%), outperforming AXIS Midcap Fund - Direct (IDCW) by 3.12%, 3.36%. However, other periods (1 Year, 3 Years, 5 Years, returns: 3.34%, 15.78%, 16.39% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.