Taurus Discovery (Midcap) Fund - Growth Option

• Alpha 1.76%
• Beta 0.78
• Sharpe Ratio0.46
• Std Deviation 18.05%
• Tracking Error 8.26%

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.

The Taurus Discovery (Midcap) Fund - Growth Option has an AUM of 119.95 crores & has delivered CAGR of 19.94% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.52%. The minimum investment in Taurus Discovery (Midcap) Fund - Growth Option is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bank Of India, Au Small Finance Bank, Aurobindo Pharma & Treps.

The major sectors where the fund is invested are Regional Banks, Misc. Capital Goods, Software & Programming & Construction Services.

Some of the similar funds are LIC MF Midcap Fund Regular Growth, ITI Mid Cap Fund Regular Growth, Taurus Discovery (Midcap) Fund - Growth Option, Union Midcap Fund Regular Growth, JM Midcap Fund Regular Growth. Taurus Discovery (Midcap) Fund - Growth Option has a sharpe ratio of 0.46 & a standard deviation of 18.05%.