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Business News/Market/Market Stats/    Taurus Discovery (Midcap) Fund - Growth Option

Taurus Discovery (Midcap) Fund - Growth Option

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  • Equity
  • Mid-Cap
  • Rating 3
  • Plan
114.18 +1.06 (0.94%) NAV as on 23 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)115.61
  • CAGR 52.32%
  • Exit Load1.00%
  • Expense ratio2.56%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date1994-09-05

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivable / Payable
  • 3.75
  • 3.24%
View More

Risk & Volitility

  • Alpha 1.76%
  • Beta 0.78
  • Sharpe Ratio1.00
  • Std Deviation 15.52%
  • Tracking Error 8.26%

About Fund

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 115.61 crores & has delivered CAGR of 21.69% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.56%. 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, Hindware Home Innovation, Federal Bank & Net Receivable / Payable.

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Construction - Raw Materials.

 

Some of the similar funds are Taurus Discovery (Midcap) Fund - Growth Option, LIC MF Midcap Fund Regular Growth, Union Midcap Fund Regular Growth, ITI Mid Cap Fund Regular Growth, JM Midcap Fund Regular Growth. Taurus Discovery (Midcap) Fund - Growth Option has a sharpe ratio of 1.00 & a standard deviation of 15.52%.

FAQs about Taurus Discovery (Midcap) Fund - Growth Option

According to the morning star rating Taurus Discovery (Midcap) Fund - Growth Option has a Medium risk & Exceptional return.
Taurus Discovery (Midcap) Fund - Growth Option is managed by Anuj Kapil.
The expense ratio of Taurus Discovery (Midcap) Fund - Growth Option is 2.56%.
The 5 year annualized return on Taurus Discovery (Midcap) Fund - Growth Option is 21.69% & it has generated 52.32% in the last 1 year.
The minimum investment in Taurus Discovery (Midcap) Fund - Growth Option is 500 Rs.
Taurus Discovery (Midcap) Fund - Growth Option has an AUM of 115.61 crores.
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