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Taurus Discovery (Midcap) Fund Regular Dividend+0.46%

20.49%
1 Year Return
Equity
Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Discovery (Midcap) Fund Regular Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.57%
NAV46.71 (01 Dec 2020)
Fund Started10 Dec 2008
Fund Size53 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.5%
5.9%
11.3%
14.4%
Category Average
18.0%
3.3%
9.9%
-
Rank Within Category
10
6
5
-
*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
    0
    with 20.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. Age is more than 10 years
    5. 1Y Returns are higher than the category average returns
    6. 3Y Returns are higher than the category average returns
    7. 5Y Returns are higher than the category average returns
    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
    5. 10Y Returns are lower than the benchmark
    6. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    7. Risk-adjusted returns are lower compared to the category
    8. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity4.7%
    Jubilant FoodWorks Ltd.ServicesEquity4.5%
    Atul Ltd.ChemicalsEquity3.8%
    Tata Consumer Products Ltd.FMCGEquity3.3%
    Coromandel International Ltd.ChemicalsEquity3.1%
    Ipca Laboratories Ltd.HealthcareEquity2.8%
    Supreme Industries Ltd.ChemicalsEquity2.7%
    Voltas Ltd.Cons DurableEquity2.7%
    Cadila Healthcare Ltd.HealthcareEquity2.7%
    Gujarat State Petronet Ltd.EnergyEquity2.5%
    See All

    Fund Managers

    Prasanna Pathak
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    Taurus Discovery (Midcap) Fund Regular Dividend Details

    Taurus Discovery (Midcap) Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 10 Dec 2008. Prasanna Pathak is the Current Fund Manager of Taurus Discovery (Midcap) Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹53 Cr and the Latest NAV as of 01 Dec 2020 is ₹46.71.

    The Taurus Discovery (Midcap) Fund Regular 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.

    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
    20 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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