Fund Performance
Lumpsum
SIP
27.34
as on 29 Mar 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,677 today.
NAV Performance
Fund Information
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₹ 71.090
as on 29 Mar 2023 -
Regular - Growth
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-
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₹ 5,000
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₹ 74 Cr.
as on 31 Dec 2021 -
2.55%
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03 Jan 1996
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Nifty 50
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Taurus Mutual Fund
Show All Funds -
Taurus Discovery (Midcap) Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Highlights of this fund
Taurus Discovery (midcap) Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 03 Jan 1996. This fund is offered by one of the top AMC (Assets Management Company) Taurus Mutual Fund. You can also view here all other Equity funds offered by Taurus Mutual Fund.
Latest NAV of the fund is ₹ 71.090 as on 29 Mar 2023.
This fund has 27 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.55%. Ideally you shoulds compare this fund with the benchmark Nifty 50.
You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.
Fund Objective
The prime objective of the Scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
List of Fund Managers of Taurus Discovery (midcap) Fund
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About Prasanna Pathak
Mr. Pathak is B.Tech and MBA in Finance. Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Very High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | -0.59% | -2.07% | 2.14% | 26.13% | 41.90% | 43.75% | 17.67% | 19.85% | 6.93% | 15.85% | 25.36% | 22.66% | 17.51% |
| Category Average | -2.24% | -5.05% | -3.33% | 1.65% | 13.73% | 31.85% | 11.57% | 16.99% | -2.70% | 3.14% | 15.85% | 15.23% | 14.59% |
| Taurus Discovery (midcap) Fund | -3.62%₹ 9,638 | -7.39%₹ 9,261 | -2.23%₹ 9,777 | -0.71%₹ 9,928 | -4.42%₹ 11,713 | 9.08%₹ 11,907 | 0.35%₹ 24,086 | 27.34%₹ 20,677 | 11.60%₹ 42,808 | 9.77%₹ 15,946 | 12.73%₹ 82,554 | 16.28%₹ 45,251 | 13.90%₹ 2,47,901 |
| Kotak Emerging Equity Fund | -2.40%₹ 9,759 | -3.47%₹ 9,652 | -1.70%₹ 9,830 | 3.92%₹ 10,391 | 0.76%₹ 12,049 | 14.27%₹ 13,072 | 5.36%₹ 25,348 | 35.41%₹ 24,867 | 19.05%₹ 47,609 | 13.49%₹ 18,839 | 17.89%₹ 93,704 | 19.85%₹ 61,237 | 17.51%₹ 3,00,925 |
| PGIM India Midcap Opportunities Fund | -2.58%₹ 9,742 | -5.63%₹ 9,436 | -6.28%₹ 9,372 | -1.60%₹ 9,839 | -5.85%₹ 11,619 | 15.78%₹ 13,420 | 1.67%₹ 24,418 | 42.10%₹ 28,750 | 19.97%₹ 48,222 | 16.58%₹ 21,548 | 21.72%₹ 1,02,838 | - | - |
| Edelweiss Mid Cap Fund | -1.02%₹ 9,898 | -3.60%₹ 9,639 | -2.79%₹ 9,721 | 2.69%₹ 10,268 | -0.26%₹ 11,984 | 14.04%₹ 13,018 | 4.21%₹ 25,057 | 36.06%₹ 25,228 | 18.52%₹ 47,258 | 12.05%₹ 17,676 | 17.46%₹ 92,732 | - | - |
| Axis Mid Cap Fund | -2.42%₹ 9,757 | -4.16%₹ 9,584 | -5.61%₹ 9,439 | -4.56%₹ 9,544 | -5.98%₹ 11,610 | 8.86%₹ 11,859 | -1.41%₹ 23,651 | 25.29%₹ 19,693 | 10.63%₹ 42,213 | 13.76%₹ 19,068 | 13.62%₹ 84,392 | 17.94%₹ 52,129 | 15.37%₹ 2,68,267 |
| Nippon India Growth Fund | -1.96%₹ 9,804 | -4.76%₹ 9,524 | -2.45%₹ 9,754 | 3.25%₹ 10,324 | -0.47%₹ 11,970 | 15.63%₹ 13,385 | 5.05%₹ 25,268 | 34.53%₹ 24,389 | 18.77%₹ 47,422 | 13.68%₹ 19,000 | 17.41%₹ 92,627 | 16.66%₹ 46,768 | 15.39%₹ 2,68,549 |
Portfolio Holdings
Top Sector Holdings of Taurus Discovery (midcap) Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| NBFC | 13.00% | ₹ 9.75 Cr. |
| Pesticides and agrochemicals | 5.89% | ₹ 4.42 Cr. |
| Plastic products | 5.75% | ₹ 4.31 Cr. |
| Pharmaceuticals | 4.09% | ₹ 3.54 Cr. |
| Chemicals - Speciality | 3.96% | ₹ 3.47 Cr. |
| Others | 67.31% | - |
Top Stock Holdings of Taurus Discovery (midcap) Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Supreme Industries Ltd. | 3.32% | ₹ 2.49 Cr. |
| Aditya Birla Fashion and Retail Ltd. | 3.25% | ₹ 2.44 Cr. |
| Punjab Chemicals & Pharmaceuticals Ltd. | 2.91% | ₹ 2.18 Cr. |
| Hindustan Oil Exploration Co. Ltd. | 2.74% | ₹ 2.05 Cr. |
| Ami Organics Ltd. | 2.66% | ₹ 2.00 Cr. |
| Others | 85.12% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| Net Receivables | 2.62% |