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Partner With Us NRI

Jun 29, 2022


Category

Equity

AUM (Cr.)

70.25

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.56

Sharpe Ratio

2.04

Beta Ratio

0.00

Fund Manager

Hardik Shah

Inception Date

Jan 02, 2009

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Taurus Discovery (Midcap) Fund (IDCW) -1.28 -9.49 -4.81 15.22 10.76 16.79
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS -1.48 -10.31 0.92 17.15 11.12 15.18
Category Rank 2/2 7/2 5/2 2/2 4/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram Mid Cap Fund - Inst (G) 767.7664 1.10 0.00 0.00 0.00 6,705.02 1.25 10,000,000.00 invest
L&T Midcap Fund (G) 186.2500 0.40 -2.23 12.21 7.84 6,227.29 1.89 5,000.00 invest
ITI Mid Cap Fund (IDCW) 10.0299 0.19 -10.86 0.00 0.00 355.29 2.57 5,000.00 invest
ITI Mid Cap Fund (G) 10.0299 0.19 -10.86 0.00 0.00 355.29 2.57 5,000.00 invest
Nippon India Growth Fund - (IDCW) 68.9113 -96.15 5.95 17.28 12.16 11,628.70 1.89 100.00 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-Century Textiles May 31, 2022 2.98 4.24 10.16
Equity-Ami Organics May 31, 2022 2.87 4.09 -7.60
Equity-Aditya Birla Cap May 31, 2022 2.76 3.93 -15.13
Equity-Balkrishna Inds May 31, 2022 2.60 3.71 16.98
Equity-Punjab Chemicals May 31, 2022 2.56 3.64 -4.79
Equity-Caplin Point Lab May 31, 2022 2.55 3.63 38.23
Equity-Aditya Bir. Fas. May 31, 2022 2.37 3.38 -3.62
Equity-Mah. Seamless May 31, 2022 2.31 3.28 -4.36
Equity-Bajaj Holdings May 31, 2022 2.27 3.24 51.21
Equity-Hariom Pipe May 31, 2022 2.24 3.19 -18.29

latest news

Taurus Mutual Fund Announces Change in Fund Manager and Key Personnel

Taurus Mutual Fund has announced that Hardik Shah has been appointed as Fun...

May 23, 2022 09:24

Taurus Mutual Fund Announces Change in Fund Manager and Key Personnel

Taurus Mutual Fund has announced that Ramneek Kundra has been appointed as ...

May 02, 2022 09:41

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Parul Gupta has been appointed as the...

Apr 19, 2022 12:28

Taurus MF Announces Appointment of Director

Taurus Mutual Fund has announced that Ravinder Kumar has been appointed as ...

Apr 19, 2022 12:21

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Jincy Mariam John has been appointed ...

Feb 03, 2022 12:43

Taurus MF Announces change in benchmark index under two schemes

Taurus Mutual Fund has announced change the benchmark index for the followi...

Dec 02, 2021 13:46

SCHEME DETAILS

AMC Name : Taurus Mutual Fund
Fund Name : Taurus Discovery (Midcap) Fund (IDCW)
Contact Persone : Hardik Shah
Registered Address : Ground Floor, AML Centre-1, 8 MahalIndustrial Estate, MahakaliCaves Road, Andheri-East, Mumbai-93.
Telephone No : +91 22 6624 2700
Fax No. : +91 22 6624 2751 - 2752.
Email : customercare:taurusmutualfund.com
Website : www.taurusmutualfund.com