Fund Details
Taurus Discovery (Midcap) Fund Regular Dividend
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.56% |
| NAV | ₹53.42 (26 Feb 2021) |
|---|---|
| Fund Started | 10 Dec 2008 |
| Fund Size | ₹59 Cr |
Returns
Comparison
1. Age is more than 10 years
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. 1Y Returns are lower than the category average returns
3. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Atul Ltd. | Chemicals | Equity | 3.6% |
| Jubilant FoodWorks Ltd. | Services | Equity | 3.4% |
| Coromandel International Ltd. | Chemicals | Equity | 3.2% |
| Supreme Industries Ltd. | Chemicals | Equity | 3.1% |
| Voltas Ltd. | Cons Durable | Equity | 2.9% |
| Honeywell Automation India Ltd. | Engineering | Equity | 2.8% |
| Galaxy Surfactants Ltd. | FMCG | Equity | 2.8% |
| PI Industries Ltd. | Chemicals | Equity | 2.7% |
| Tata Consumer Products Ltd. | FMCG | Equity | 2.6% |
| City Union Bank Ltd. | Financial | Equity | 2.5% |
Fund Managers
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 ₹59 Cr and the Latest NAV as of 26 Feb 2021 is ₹53.42.
The Taurus Discovery (Midcap) Fund Regular Dividend 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.
