Taurus Discovery
2 Value Research
0.53%
Change from previous, NAV as on Apr 23, 2014
Category: Equity: Mid & Small Cap
Assets: R 21 crore (As on Mar 31, 2014)
Expense: 2.85% (As on Sep 30, 2013)
SIP Returns
Amount
Frequency
Start Date
End Date


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Basic Details
Fund House: Taurus Mutual Fund
Launch Date: Sep 05, 1994
Benchmark: CNX Midcap
Colour Code:
 
Risk Grade: Above Average
Return Grade: Average
Turnover: 86%
Type: Open-ended
Investment Details
Return since Launch: 3.29%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 1,500
Minimum No of Cheques 4
Minimum Withdrawal (R) -
Minimum Balance (R) -
Exit Load (%) 1% for redemption within 179 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 7.03 7.21 11.58 18.74 8.53 18.14 12.01
CNX Midcap 10.29 8.87 14.13 15.10 2.30 17.97 13.88
Category 13.49 8.85 14.81 29.64 9.43 23.04 17.32
Rank within Category 108 91 84 97 36 40 9
Number of funds in category 112 114 112 108 56 47 9
As on Apr 23, 2014
Peer Comparison
Fund Rating Launch 1-Year Return 3-Year Return 5-Year Return Expense Ratio (%) Assets
(Cr)
Taurus Discovery Sep-1994 18.74 8.53 18.14 2.85 21
Birla Sun Life Dividend Yield Plus Fund Feb-2003 16.19 5.38 20.86 2.59 988
Birla Sun Life Mid Cap Fund Oct-2002 21.47 6.40 21.17 2.59 962
Sundaram Select Midcap Reg Jul-2002 30.04 9.92 25.21 2.28 1,688
Tata Midcap Growth Plan A Jul-1994 31.58 10.39 21.79 2.83 181
Portfolio
Portfolio Aggregates
  Fund Benchmark Category
Average Mkt Cap (Rs Cr) 10,955.64 14,491.50 6,612.48
Giant (%) 3.45 - 10.47
Large (%) 25.05 15.12 9.91
Mid (%) 61.34 82.16 53.94
Small (%) 10.17 2.72 30.14
Tiny (%) - - 0.97
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  Aditya Birla Nuvo Diversified 19.10 6.02 0.00 5.18
  Oil India Energy 9.34 4.49 0.00 4.49
  Ipca Laboratories Healthcare 24.82 3.89 0.00 3.89
  Titan Company Cons Durable 31.57 4.10 0.00 3.81
  Tech Mahindra Technology 17.95 5.62 0.00 3.77
  Motherson Sumi Systems Automobile 46.33 3.62 0.00 3.47
  BPCL Energy 7.18 5.56 0.00 3.47
  Jyothy Laboratories FMCG 40.04 8.73 0.00 3.43
  Info Edge (India) Services 62.78 3.92 0.00 3.40
  Federal Bank Financial 10.36 4.13 0.00 3.38
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2014
News and Analysis
Contact Information

AMC: Taurus Asset Management Company Ltd

Address: Ground Floor, AML Centre-1, 8 Mahal Industrial Estate, Mahakali Caves Road, Andheri (E), Mumbai - 400093 | Phone: 022-66242700 | Fax: 022-66242777

Email: customercare@taurusmutualfund.com

Website: www.taurusmutualfund.com



Registrar & Transfer Agent: Karvy Computershare Pvt Ltd.

Address: 21, Avenue 4 Street No. 1 Banjara Hills Hyderabad - 500034 | Phone: (040) 23312454 23320751 23320752 | Fax: (040) 23313165

Email: irchyd@karvy.com

Website: www.karvymfs.com