Taurus Discovery Midcap Fund Regular Plan Growth Option | Pros & Cons NAV(67.3)

Taurus Discovery Midcap Fund Regular Plan Growth Option

Equity: Mid Cap

Fund Information

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.

Very High Risk

Nifty Midcap 150

Benchmark

1994-09-05

Launched On

Open Ended

Type

1000

Min SIP

5000

Min Investment

78

AUM in Crores

2.55

Expense Ratio

1.00

Exit Load

Taurus Asset Management Company Limited

Fund House

Prasanna Pathak

Fund Managers

Taurus Discovery Midcap Fund Regular Plan Option Pros & Cons

Pros

  • Taurus Discovery Midcap Fund Regular Plan Growth Option has over performed index in 2011-2014, 2012-2015, 2016-2019, 2017-2020 years

Cons

  • Taurus Discovery Midcap Fund Regular Plan Growth Option has under performed index in 2009-2012, 2013-2016, 2014-2017, 2015-2018 years
  • Higher Expense Ratio
  • Taurus Discovery Midcap Fund Regular Plan Growth Option is ranking 28th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Taurus Discovery Midcap Fund Regular Plan Growth Option 
15.9320.213.8412.2117.2110.1
Nifty Midcap 150
24.2724.8516.3514.9317.7414.04

Taurus Discovery Midcap Fund Regular Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Taurus Discovery Midcap Fund Regular Plan Growth Option 
14.0267.76-31.7313.9653.57-11.3
Nifty Midcap 150
13.2739.66-17.3214.5429.12-2.34

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Taurus Discovery Midcap Fund Regular Plan Growth Option 
23.4223.130.8080.85-1.51
Nifty Midcap 150
28.527.250.872--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2009-05-15 - 2009-05-22
29.55
2008-01-15 - 2008-01-22
-23.4
Month2009-05-04 - 2009-06-04
51.98
2008-09-24 - 2008-10-24
-41.68
Quarter1999-11-05 - 2000-03-05
110.7
2008-08-05 - 2008-12-05
-60.19
Year1999-03-03 - 2000-03-03
170.18
2008-01-15 - 2009-01-15
-77.11

Portfolio

Stock NameSector% of Total Holdings
Cholamandalam Investment & Finance Company Ltd.Financials5.01
Voltas Ltd.Consumer Durables3.87
Astral Ltd.Consumer Durables3.72
PI Industries Ltd.Chemicals3.44
Coforge Ltd.Technology3.35
ICICI Bank Ltd.Financials3.33
Crompton Greaves Consumer Electricals Ltd.Consumer Durables3.03
Bajaj Finance Ltd.Financials2.95
HDFC Bank Ltd.Financials2.89
Supreme Industries Ltd.Consumer Durables2.88
Avenue Supermarts Ltd.Retail and Other Services2.75
Mindtree Ltd.Technology2.44
Ipca Laboratories Ltd.Healthcare2.41
Tata Consumer Products Ltd.FMCG2.39
Endurance Technologies Ltd.Automobile and Ancillaries2.36
City Union Bank Ltd.Financials2.35
JK Cement Ltd.Construction2.34
Trent Ltd.Retail and Other Services2.28
Mphasis Ltd.Technology2.23
Gujarat Gas Ltd.Energy2.22
Tata Elxsi Ltd.Technology2.09
Sundaram Finance Ltd.Financials2.07
Balkrishna Industries Ltd.Automobile and Ancillaries1.97
Kotak Mahindra Bank Ltd.Financials1.94
Bata India Ltd.Retail and Other Services1.77
Coromandel International Ltd.Chemicals1.51
The Ramco Cements Ltd.Construction1.4
ACC Ltd.Construction1.35
L&T Technology Services Ltd.Capital Goods1.34
Honeywell Automation India Ltd.Consumer Durables1.3
Cadila Healthcare Ltd.Healthcare1.12
Whirlpool Of India Ltd.Consumer Durables1.09
3M India Ltd.Diversified1.03
Cummins India Ltd.Automobile and Ancillaries0.97
Divi's Laboratories Ltd.Healthcare0.96
Gujarat State Petronet Ltd.Energy0.95
Persistent Systems Ltd.Technology0.93
Tata Communications Ltd.Media and Communications0.88
V-Guard Industries Ltd.Capital Goods0.86
Info Edge (India) Ltd.Technology0.81
TTK Prestige Ltd.Consumer Durables0.77
Alkem Laboratories Ltd.Healthcare0.77
Abbott India Ltd.Healthcare0.76
The Indian Hotels Company Ltd.Travel0.75
AIA Engineering Ltd.Capital Goods0.68
Aditya Birla Fashion and Retail Ltd.Retail and Other Services0.68
Aarti Industries Ltd.Chemicals0.65
Grindwell Norton Ltd.Capital Goods0.61
Sumitomo Chemical India Ltd.Chemicals0.6
Torrent Pharmaceuticals Ltd.Healthcare0.53
Sanofi India Ltd.Healthcare0.42
Indian Railway Catering & Tourism Corporation Ltd.Travel0.42
Gland Pharma Ltd.Healthcare0.4
Alembic Pharmaceuticals Ltd.Healthcare0.37
Indiamart Intermesh Ltd.Retail and Other Services0.31
Indigo Paints Ltd.Chemicals0.14
Atul Ltd.Chemicals0.05
Supreme IndustriesChemicals3.36
Aditya Birla Fashion and RetailServices3.32
Tata ChemicalsChemicals3.21
M&M Financial ServicesFinancial3.13
Cholamandalam Investment & Finance CompanyFinancial3.03
AtulChemicals2.91
The Federal BankFinancial2.85
The Ramco CementsConstruction2.82
VoltasConsumer Durable2.58
Solar IndustriesChemicals2.57
MindTreeTechnology2.56
Galaxy SurfactantsFMCG2.54
City Union BankFinancial2.34
Sundaram FinanceFinancial2.21
AstralChemicals2.21
RBL BankFinancial2.14
Manappuram FinanceFinancial2.09
MphasisTechnology1.99
Coromandel InternationalChemicals1.98
Jindal Steel & PowerMetals1.89
PI IndustriesChemicals1.88
Gujarat State PetronetEnergy1.87
Central Depository ServicesFinancial1.76
Shriram Transport Finance CompanyFinancial1.57
Gujarat GasEnergy1.5

AUM Yearly

YearScheme Total AumCategory Total Aum
202171.570.00
202060.470.00
201950.0486311.61

Taurus Discovery Midcap Fund Regular Plan Option Details

Taurus Discovery Midcap Fund Regular Plan Growth Option is a Equity Scheme - Mid Cap Fund mutual fund scheme launched by Taurus Asset Management Company Limited.This fund has been launched on 1994-09-05. Taurus Discovery Midcap Fund Regular Plan Growth Option currently has 78 crores of assets under management (AUM) and has an expense ratio of 2.55 which is higher than what most other Large Cap funds charge.


Taurus Discovery Midcap Fund Regular Plan Growth Option has given returns of 15.93% in the last 1 year and 20.2% in the last 3 years. And since launch the fund has given 11% returns.


This fund invests in Equity Scheme - Mid Cap Fund companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.1000 and lumpsum investment is Rs.5000.

The top holdings of the fund are Cholamandalam Investment & Finance Company Ltd. , Voltas Ltd. , Astral Ltd. , PI Industries Ltd. , Coforge Ltd.

Frquently Asked Questions

1. What is the NAV of Taurus Discovery Midcap Fund Regular Plan Option?

The current Net Asset Value (NAV) of the Taurus Discovery Midcap Fund Regular Plan Option is 67.3

2. Taurus Discovery Midcap Fund Regular Plan Option Rolling Returns

The 3 year rolling returns of the Taurus Discovery Midcap Fund Regular Plan Option:

  • Mean : 14.02%
  • Max : 67.76%
  • Min : -31.73%

3. How do I invest in Taurus Discovery Midcap Fund Regular Plan Option?

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Taurus Discovery Midcap Fund Regular Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.