Mutual Fund Research

Taurus Discovery (Midcap) Fund-Reg(G)

As on Aug-11-2022 change fund
73.11  up0.93 (1.29%)

fund objective

The prime objective of the Scheme is to achieve long term capital appreciation by investingin a portfolio consisting of equity and equity related securities predominantly of mid capcompanies.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)44.5843.7435.0560.8672.78
Net Assets(Rs Crores) (as on 31-Mar-2022) 50.44 51.98 39.76 66.07 76.02
Scheme Returns(%)(Absolute)19.29-3.02-19.9876.3518.13
B'mark Returns(%)(Absolute)1.56-2.94-31.11103.7521.92
Category Rank18/353186/26163/234104/218131/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-11.24NANANA
2021-202212.917.99-2.260.34
2020-202119.3414.3714.2811.32
2019-2020-2.74-2.494.99-19.52
2018-2019-1.01-4.671.882.05
Top 10 holdings
company (%)
AMI Organics Ltd.4.87 
Century Textiles & Industries...4.17 
Aditya Birla Capital Ltd.3.88 
Dalmia Bharat Ltd.3.57 
Bajaj Holdings & Investment Ltd.3.52 
Punjab Chemicals & Crop Protec...3.49 
The Federal Bank Ltd.3.46 
Caplin Point Laboratories Ltd.3.36 
Cummins India Ltd.3.36 
Aditya Birla Fashion and Retai...3.34 

Category

Market Cap Fund

Launch Date

05-Sep-94

Scheme Benchmark

NA

AUM ( in Cr.)

73.97

portfolio price to book value

5.63

investing style?

Mid Growth

fund manager?

Hardik Shah,Prasanna Pathak

inception date (regular plan)

05-Sep-94

expense ratio (regular plan) %

2.56

Top 10 sectors
sectors (%)
Finance - NBFC11.07
Pharmaceuticals & Drugs8.23
Pesticides & Agrochemicals6.56
Retailing5.91
IT - Software4.92
Chemicals4.29
Diversified4.17
Engineering - Industrial Equipments4.14
TV Broadcasting & Software Production3.83
Mining & Minerals3.81

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199473.975.2423.2113.3017.967.38
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20136,022.6612.7339.1219.37NA18.55
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-2001621.3118.2135.1519.9315.5212.49
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20057,471.6117.4630.1914.5420.8016.67
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20198,114.629.8728.30NANA28.20
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20072,107.7010.1427.6416.1620.8711.85
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200720,619.1212.7527.4316.0620.7414.00
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20056,891.049.4527.1314.1219.8315.67
Motilal Oswal Midcap 30 Fund-Reg(G)Mid-Growth 24-Feb-20142,919.3228.4326.6214.62NA20.32
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199512,449.5212.3525.9815.5317.3822.04
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)Mid-Growth 30-Jan-2018965.298.7525.20NANA13.06
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201118,676.627.5424.3718.3620.2318.19
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,159.495.4524.3612.8218.8411.41
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,392.646.5324.2115.2019.3115.08
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200732,451.4813.8324.1813.3419.2516.12
Tata Mid Cap Growth Fund(G)Mid-Growth 01-Jul-19941,625.226.4423.1114.1618.8512.01
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,437.497.2221.9012.8018.3516.92
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,466.1410.1621.349.8416.3421.33
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017192.973.9320.099.12NA9.96
Sundaram Mid Cap Fund(G)Mid-Growth 19-Jul-20027,156.0911.3819.889.6517.1723.85
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,837.800.5719.3611.7517.8214.76
L&T Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,534.194.5919.299.9418.5118.28
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19937,277.173.9718.1010.9618.5319.02
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020484.7811.22NANANA54.53
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021384.64-0.49NANANA8.66
HSBC Mid Cap Fund-Reg(G)Mid-Growth 24-Sep-20211,103.78NANANANA-7.29
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