Taurus Discovery (Midcap) Fund - Direct Plan Growth

Equity | Mid Cap

(NAV as of 08/10/2024)

132.17 (1.65)

3Y Returns

18.13%

Min SIP

₹500

Min Lumpsum

₹500

Expense Ratio

2.2%

Fund Size

₹113 Cr

Inception Date

01-Jan-13

Fund Manager

Anuj Kapil

Exit Load

1% on or before 365D, Nil after 365D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Midcap 150 TRI benchmark but its beta is more than Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

SIP Returns

This fund has given more or less similar SIP returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

97.83%

Debt & Others

2.17%

Market Cap Allocation

Large Cap

2.56%

Mid Cap

64.50%

Small Cap

30.77%

Other Cap

2.17%

Sector Allocation

Finance

11.59%

Consumer Durables

11.46%

Banks

9.60%

Automobiles

8.30%

Internet and Technology

5.43%

Top Ten Holdings

Bank Of India

6.39%

Bharat Heavy Electricals Ltd

5.07%

Hindware Home Innovation Ltd

4.01%

HDFC Asset Management Company Ltd

3.89%

Net Receivables / Payables

3.38%

Investment Objective

The Prime Objective Of The Scheme Is To Achieve Long Term Capital Appreciation By Investingin A Portfolio Consisting Of Equity And Equity Related Securities Predominantly Of Mid Capcompanies.

Fund House Detail

AMC Name

Taurus Asset Management Company Limited

Scheme Document

https://www.taurusmutualfund.com/sid

Address

Ground Floor,AML Centre-1,8 Mahal Industrial EstateMahakali Caves Rd., Andheri(E)Mumbai - 400093

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