Taurus Discovery (Midcap) Fund Direct Dividend+0.05%

3Groww
5.83%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Discovery (Midcap) Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.11%
NAV38.38 (22 Oct 2019)
Fund Started01 Jan 2013
Fund Size49 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Taurus Discovery (Midcap) Fund Direct Dividend
5.8%
5.9%
10.4%
13.9%
Category Average
0.6%
6.3%
NA
-
Rank within category
20
11
13
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    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
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Gujarat State Petronet Ltd.EnergyEquity3.2%
    DCB Bank Ltd.FinancialEquity2.8%
    City Union Bank Ltd.FinancialEquity2.7%
    Voltas Ltd.Cons DurableEquity2.7%
    Berger Paints India Ltd.ChemicalsEquity2.5%
    SKF India Ltd.EngineeringEquity2.3%
    Federal Bank Ltd.FinancialEquity2.3%
    PI Industries Ltd.ChemicalsEquity2.2%
    Honeywell Automation India Ltd.EngineeringEquity2.1%
    Supreme Industries Ltd.ChemicalsEquity2.0%
    See All

    Fund Managers

    addPrasanna Pathak
    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

    Other Details

    Taurus Discovery (Midcap) Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Prasanna Pathak is the Current Fund Manager of Taurus Discovery (Midcap) Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹49 Cr and the Latest NAV as of 22 Oct 2019 is ₹38.38.

    The Taurus Discovery (Midcap) Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days..

    Investment Objective

    Aims to achieve long term capital gain by investing predominantly in equity oriented securities.

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Taurus Mutual Fund

    Address
    Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd., Andheri(E) Mumbai - 400093
    Phone
    022-66242700
    Launch Date
    19 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    + ₹10,000
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    MONTHLY SIP
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