1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 6.03 | 0.39 | 3.79 | 3.93 | -2.27 | 8.65 | 34.77 | 22.15 | 18.24 | 14.96 | 20.28 |
| S&P BSE 150 MidCap TRI | 4.60 | -0.02 | 2.63 | 2.94 | -0.91 | 14.42 | 46.19 | 26.28 | 20.31 | 17.62 | 20.30 |
| Equity: Mid Cap | 4.20 | 0.07 | 2.39 | 3.47 | 0.17 | 14.70 | 43.61 | 24.75 | 18.16 | 15.04 | 20.80 |
| Rank within category | 2 | 2 | 1 | 12 | 29 | 31 | 26 | 18 | 9 | 10 | 14 |
| Number of funds in category | 35 | 35 | 35 | 33 | 33 | 32 | 29 | 24 | 21 | 20 | 18 |
As on 14-Jan-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Taurus Discovery (Midcap) Fund - Regular Plan |  |
Sep-94 | 34.77 | 22.15 | 18.24 | 2.55% | 75 |
| Kotak Emerging Equity Fund Regular Plan | Invest Online |  |
Mar-07 | 44.82 | 27.16 | 19.77 | 1.81% | 17,529 |
| Axis Midcap Fund |  |
Feb-11 | 39.27 | 27.42 | 23.87 | 1.82% | 16,835 |
| Nippon India Growth Fund | Invest Online | |
Oct-95 | 44.43 | 26.25 | 19.79 | 1.88% | 11,906 |
| PGIM India Midcap Opportunities Fund - Regular Plan | Invest Online | |
Dec-13 | 58.73 | 38.10 | 23.56 | 2.13% | 4,070 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 29.55 | 15-May-2009 - 22-May-2009 | -23.40 | 15-Jan-2008 - 22-Jan-2008 |
| Month | 52.04 | 11-May-2009 - 10-Jun-2009 | -41.68 | 24-Sep-2008 - 24-Oct-2008 |
| Quarter | 103.38 | 09-Mar-2009 - 10-Jun-2009 | -60.69 | 02-Sep-2008 - 02-Dec-2008 |
| Year | 170.18 | 03-Mar-1999 - 03-Mar-2000 | -77.18 | 14-Jan-2008 - 13-Jan-2009 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | 20.08 | 21.67 | 0.75 | 0.85 | 0.84 | -1.38 |
| S&P BSE 150 MidCap TRI | 24.78 | 25.06 | 0.84 | 0.91 | -- | -- |
| Equity: Mid Cap | 23.26 | 23.32 | 0.84 | 0.88 | 0.90 | 0.51 |
| Rank within category | 20 | 5 | 16 | 14 | 6 | 16 |
| Number of funds in category | 24 | 24 | 24 | 24 | 24 | 24 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Dec-2021
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| Number of Stocks | 60 |
| Top 10 Stocks (%) | 27.60 |
| Top 5 Stocks (%) | 14.88 |
| Top 3 Sectors (%) | 49.40 |
| Portfolio P/B Ratio | 3.39 |
| Portfolio P/E Ratio | 25.56 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 19,928 | 30,314 |
| Giant (%) | 2.37 | 5.00 |
| Large (%) | 11.22 | 15.33 |
| Mid (%) | 68.44 | 74.25 |
| Small (%) | 17.96 | 6.40 |
| Tiny (%) | -- | 1.02 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2021
— Prasanna Pathak since 01-Jul-2017
Education: Mr. Pathak is B.Tech and MBA in Finance.
Experience: Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.
Funds Managed:
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | -- |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | 1% for redemption within 365 days |
| Fund House: | Taurus Mutual Fund |
| Launch Date: | 05-Sep-1994 |
| Return Since Launch: | 7.74% |
| Benchmark: | NIFTY Midcap 150 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 75 Cr (As on 31-Dec-2021) |
| Expense: | 2.55% (As on 30-Nov-2021) |
| Risk Grade: | Below Average |
| Return Grade: | Average |
| Turnover: | 102.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |
|---|---|---|---|
| IDCW | 16-Dec-2016 | 3.5000 |
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 / 1800-108-1111
Fax: 022-66242777
Email: [email protected]
Website: http://www.taurusmutualfund.com
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 21-Jan-2022
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