Taurus Discovery (Midcap) Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Mid Cap Fund category.

The NAV for Taurus Discovery (Midcap) Fund Fund is 121.570 as of 24 May 2024. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 22.95% annualized return for the last 3 years.

At present Taurus Discovery (Midcap) Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Below table shows comparison of Taurus Discovery (Midcap) Fund with respect to the investments in Fixed Deposit and Gold for the Total investment of 36,000 over the period of 3 years.

Total Value Gain Return %
This Fund

55,793

19,793

30.62%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • As of 31 Jan 2024, fund size of Taurus Discovery (Midcap) Fund is 119.33 Cr.

  • Taurus Discovery (Midcap) Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 2.56%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Taurus Discovery (Midcap) Fund is an Equity oriented mutual fund in the - Mid Cap Fund category.

  • NIFTY Midcap 150 TRI is the benchmark for Taurus Discovery (Midcap) Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 05 Sep 1994 as at present it is 30 years old fund.

  • Name of the AMC is Taurus Mutual Fund. Click here to know more about Taurus Mutual Fund.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Taurus Discovery (Midcap) Fund managed by following fund manager(s);

How does the Return Comparison of the Taurus Discovery (Midcap) Fund fare against peer funds in the Mid Cap fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Taurus Discovery (Midcap) Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Mid Cap fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.59% 30.53% 31.70% 31.98% 21.80% 38.08% 23.50% 23.91%
Category Average 4.42% 19.49% 23.20% 21.43% 12.27% 30.05% 18.08% 20.89%
Taurus Discovery (Midcap) Fund 4.96% 7.72% 22.75% 53.42% 35.38% 22.95% 23.31% 18.56%
Nippon India Growth Fund 6.32% 9.60% 24.41% 59.48% 38.90% 29.50% 26.14% 19.23%
Motilal Oswal Mid Cap 30 Fund 4.28% 9.65% 28.88% 57.05% 42.29% 36.12% 27.83% 21.38%
HDFC Mid-Cap Opportunities Fund 5.99% 7.43% 24.41% 57.63% 41.68% 28.93% 25.55% 20.32%
Quant Mid Cap Fund 6.88% 13.15% 39.62% 79.99% 42.90% 33.48% 33.93% 20.89%
SBI Magnum Mid Cap Fund 3.49% 6.97% 17.07% 38.86% 28.37% 23.88% 24.19% 18.78%

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Taurus Discovery (Midcap) Fund are shown below;

Equity 96.62%

Debt %

Others 3.38%

Top Equity Holdings

Name of the EquityHolding Percentage
BANK OF INDIA 6.39%
BHARAT HEAVY ELECTRICALS LTD. 5.07%
Hindware Home Innovation Ltd 4.01%
HDFC Asset Management Company Ltd 3.89%
CENTURY TEXTILES & INDUSTRIES LTD. 3.26%
Others 77.38%

Allocation by Sector

Name of the SectorHolding Percentage
Financial 24.34%
Materials 11.80%
Capital Goods 10.22%
Consumer Discretionary 7.17%
Automobile 6.11%
Others 40.36%

Portfolio Holdings shown is as of 31 Jan 2024

Riskometer

Investors understand that their principal
will be at Very High risk