loader2
Partner With Us NRI

Jun 08, 2023


Category

Equity

AUM (Cr.)

76.94

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.57

Sharpe Ratio

10.48

Beta Ratio

0.00

Fund Manager

Hardik Shah

Inception Date

Jan 03, 1996

Risk Level

Very High

Investment Objective

The prime objective of the Scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Taurus Discovery (Midcap) Fund (G) 7.09 5.04 22.5 26.77 13.2 9.37
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 5.35 3.94 20.66 30.65 13.8 15.78
Category Rank 2/2 2/2 3/2 2/2 4/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
DSP Midcap Fund (G) 91.3440 -0.17 14.58 20.56 10.60 13,441.17 0.00 100.00 invest
Canara Robeco Mid Cap Fund - Regular (G) 10.5900 -0.47 0.00 0.00 0.00 1,112.94 0.00 5,000.00 invest
Canara Robeco Mid Cap Fund - Regular (IDCW) 10.5900 -0.47 0.00 0.00 0.00 1,112.94 0.00 5,000.00 invest
Motilal Oswal Midcap Fund (G) 56.7079 -0.51 34.40 39.30 17.31 4,033.33 1.87 500.00 invest
Nippon India Growth Fund - (IDCW) 81.4282 -96.41 23.40 34.20 15.55 14,143.01 1.73 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Ami Organics Apr 30, 2023 5.49 7.14 19.44
Equity-Century Textiles Apr 30, 2023 3.88 5.04 7.36
Equity-Mayur Uniquoters Apr 30, 2023 3.31 4.30 12.63
Equity-Sterlite Tech. Apr 30, 2023 3.20 4.16 8.80
Equity-Caplin Point Lab Apr 30, 2023 3.12 4.05 13.64
Equity-Hindware Home In Apr 30, 2023 3.09 4.02 16.39
Equity-Aditya Bir. Fas. Apr 30, 2023 3.01 3.91 3.92
Equity-Hind.Oil Explor. Apr 30, 2023 2.78 3.62 37.09
Equity-K P R Mill Ltd Apr 30, 2023 2.66 3.46 4.01
Equity-Federal Bank Apr 30, 2023 2.56 3.33 2.04

latest news

Taurus MF Announces Appointment of Whole time Company Secretary

Taurus Mutual Fund has announced that Ms. Priyanka Walia has been designate...

Mar 03, 2023 10:25

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Mr. Rohit Kumar Chawda has been appoi...

Mar 03, 2023 10:06

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Mr. Chaitanya D Kaikini has been appo...

Dec 01, 2022 10:07

Taurus Mutual Fund Announces change in fund managers under its schemes

Taurus Mutual Fund has announced change in fund managers under the followin...

Nov 05, 2022 10:18

Taurus Mutual Fund Announces Change in Fund Manager and Key Personnel

Taurus Mutual Fund has announced that Mr. Prasanna Pathak, presently Acting...

Nov 04, 2022 11:58

Taurus MF Announces Appointment of Director

Taurus Mutual Fund has announced that Mr. Vijay Rajan has been appointed as...

Nov 04, 2022 11:45

SCHEME DETAILS

AMC Name : Taurus Mutual Fund
Fund Name : Taurus Discovery (Midcap) Fund (G)
Contact Persone : Hardik Shah
Registered Address : Ground Floor, AML Centre-1, 8 MahalIndustrial Estate, MahakaliCaves Road, Andheri-East, Mumbai-93.
Telephone No : 022-66242700
Fax No. : 022-66242751/52
Email : customercare:taurusmutualfund.com
Website : www.taurusmutualfund.com