Fund Details
Taurus Discovery (Midcap) Fund Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.22% |
| NAV | ₹46.82 (25 Nov 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹53 Cr |
Returns
as per Historical Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| PI Industries Ltd. | Chemicals | Equity | 4.7% |
| Jubilant FoodWorks Ltd. | Services | Equity | 4.5% |
| Atul Ltd. | Chemicals | Equity | 3.8% |
| Tata Consumer Products Ltd. | FMCG | Equity | 3.3% |
| Coromandel International Ltd. | Chemicals | Equity | 3.1% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.8% |
| Supreme Industries Ltd. | Chemicals | Equity | 2.7% |
| Voltas Ltd. | Cons Durable | Equity | 2.7% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 2.7% |
| Gujarat State Petronet Ltd. | Energy | Equity | 2.5% |
Fund Managers
Taurus Discovery (Midcap) Fund Direct Dividend Details
Taurus Discovery (Midcap) Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Prasanna Pathak is the Current Fund Manager of Taurus Discovery (Midcap) Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹53 Cr and the Latest NAV as of 25 Nov 2020 is ₹46.82.
The Taurus Discovery (Midcap) Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days.
Investment Objective
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.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
