Taurus Discovery (Midcap) Fund - Regular Plan - Growth

(Erstwhile Taurus Discovery Fund - Regular Plan - Growth Option)

Category: Equity: Mid Cap
Launch Date: 05-09-1994
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 2.56% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 66.07 Cr As on (31-03-2021)
Turn over: 91.00
NAV as on 16-04-2021

61.03

0.74 (1.2125%)

CAGR Since Inception

7.03%

NIFTY MIDCAP 100 TRI 20.67%

PERFORMANCE of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 16-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 60.61 9.55 16.25 15.26 7.03
NIFTY MIDCAP 100 TRI 87.58 7.22 13.74 12.43 20.67
Equity: Mid Cap 72.27 9.25 14.4 15.0 18.1

Yearly Performance (%)

Nav Movement

Fund Managers

Prasanna Pathak

Investment Objective

The scheme seeks to provide capital appreciation by identification and selection of low priced stocks through price discovery mechanism.

RETURNS CALCULATOR for Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 16.93 1.02 -51.83 11.61 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Period
Data as on - 16-04-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 60.61 18.23 9.55 16.25 15.26
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 98.8 30.89 15.87 16.76 0.0
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 90.14 19.62 9.12 11.97 16.79
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 85.71 0.0 0.0 0.0 0.0
Mirae Asset Midcap Fund - Regular Plan 01-07-2019 85.68 0.0 0.0 0.0 0.0
ICICI Prudential MidCap Fund - Growth 10-10-2004 81.49 13.74 6.96 13.99 14.4
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 81.45 21.24 9.42 15.98 17.46
Kotak Emerging Equity Scheme - Growth 30-03-2007 80.9 21.07 11.83 17.0 17.52
UTI Mid Cap Fund-Growth Option 05-08-2005 79.07 20.48 8.47 13.51 16.36
quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 78.97 23.16 15.44 14.42 12.09

PORTFOLIO ANALYSIS of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Asset Allocation (%)