Fund Details
Taurus Discovery (Midcap) Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.13% |
| NAV | ₹58.30 (07 May 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹66 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 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. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Atul Ltd. | Chemicals | Equity | 3.2% |
| Honeywell Automation India Ltd. | Engineering | Equity | 3.1% |
| Supreme Industries Ltd. | Chemicals | Equity | 3.1% |
| Tata Chemicals Ltd. | Chemicals | Equity | 3.0% |
| Voltas Ltd. | Cons Durable | Equity | 2.7% |
| Galaxy Surfactants Ltd. | FMCG | Equity | 2.7% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.6% |
| Coromandel International Ltd. | Chemicals | Equity | 2.5% |
| The Ramco Cements Ltd. | Construction | Equity | 2.4% |
| Sundaram Finance Ltd. | Financial | Equity | 2.3% |
Fund Managers
Taurus Discovery (Midcap) Fund Direct IDCW Details
Taurus Discovery (Midcap) Fund Direct IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹66 Cr and the Latest NAV as of 07 May 2021 is ₹58.30.
The Taurus Discovery (Midcap) Fund Direct IDCW is rated Very 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.
