Fund Details
Taurus Discovery (Midcap) Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.57% |
| NAV | ₹56.07 (19 Jan 2021) |
|---|---|
| Fund Started | 03 Jan 1996 |
| Fund Size | ₹60 Cr |
Returns
Comparison
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
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Jubilant FoodWorks Ltd. | Services | Equity | 4.6% |
| PI Industries Ltd. | Chemicals | Equity | 4.4% |
| Atul Ltd. | Chemicals | Equity | 3.6% |
| Tata Consumer Products Ltd. | FMCG | Equity | 3.2% |
| Coromandel International Ltd. | Chemicals | Equity | 3.2% |
| Voltas Ltd. | Cons Durable | Equity | 2.9% |
| Supreme Industries Ltd. | Chemicals | Equity | 2.8% |
| Galaxy Surfactants Ltd. | FMCG | Equity | 2.6% |
| City Union Bank Ltd. | Financial | Equity | 2.5% |
| MindTree Ltd. | Technology | Equity | 2.4% |
Fund Managers
Taurus Discovery (Midcap) Fund Regular Growth Details
Taurus Discovery (Midcap) Fund Regular Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 03 Jan 1996. Prasanna Pathak is the Current Fund Manager of Taurus Discovery (Midcap) Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹60 Cr and the Latest NAV as of 19 Jan 2021 is ₹56.07.
The Taurus Discovery (Midcap) Fund Regular Growth 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.
