Taurus Discovery (Midcap) Fund - Growth Option
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- Rating 3
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)125.14
- CAGR 45.03%
- Exit Load1.00%
- Expense ratio2.56%
- CategoryEquity
- Min Investment500
- Min SIP500
- Launch Date1994-09-05
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Bank Of India
- 6.63
- 5.29%
- Astral
- 5.24
- 4.18%
- MOIL
- 4.27
- 3.41%
- Creditaccess Grameen
- 4.15
- 3.31%
- Century Textiles & Industries
- 3.87
- 3.09%
- Hindware Home Innovation
- 3.80
- 3.04%
- Federal Bank
- 3.45
- 2.76%
- Schaeffler India
- 3.40
- 2.71%
- Steel Authority Of India
- 3.29
- 2.62%
- REC
- 3.26
- 2.60%
Peer Comparison
- Fund Name
- Taurus Discovery (Midcap) Fund - Growth Option45.03%
- LIC MF Midcap Fund Regular Growth60.19%
- ITI Mid Cap Fund Regular Growth73.22%
- Union Midcap Fund Regular Growth48.77%
- JM Midcap Fund Regular Growth70.42%
Risk & Volitility
- Alpha 1.76%
- Beta 0.78
- Sharpe Ratio0.96
- Std Deviation 15.94%
- Tracking Error 8.26%
About Fund
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.
The Taurus Discovery (Midcap) Fund - Growth Option has an AUM of 125.14 crores & has delivered CAGR of 25.35% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.56%. The minimum investment in Taurus Discovery (Midcap) Fund - Growth Option is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Bank Of India, Astral, MOIL & Creditaccess Grameen.
The major sectors where the fund is invested are Consumer Financial Services, Regional Banks, Metal Mining & Construction - Raw Materials.
Some of the similar funds are Taurus Discovery (Midcap) Fund - Growth Option, LIC MF Midcap Fund Regular Growth, ITI Mid Cap Fund Regular Growth, Union Midcap Fund Regular Growth, JM Midcap Fund Regular Growth. Taurus Discovery (Midcap) Fund - Growth Option has a sharpe ratio of 0.96 & a standard deviation of 15.94%.
