Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
Category: Equity: Mid Cap
Launch Date: 01-01-2009
AUM:
₹ 125.9 Cr
Expense Ratio
2.56%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF044D01781
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Anuj Kapil
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option | 48.41 | 22.88 | 23.83 |
| NIFTY MIDCAP 150 TRI | 54.26 | 27.7 | 26.57 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
104.14
Last change
0.85 (0.8162%)
Fund Size (AUM)
₹ 125.9 Cr
Performance
19.02% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to provide capital appreciation by identification and selection of low priced stocks through price discovery mechanism.
Fund Manager
Anuj Kapil
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bank of India | 6.34 |
| Century Textiles & Industries Ltd. | 3.37 |
| MOIL Ltd. | 3.23 |
| Hindware Home Innovation Ltd. | 3.08 |
| Igarashi Motors India Ltd. | 2.85 |
| The Federal Bank Ltd. | 2.75 |
| Others | 2.74 |
| Steel Authority Of India Ltd. | 2.7 |
| Bharat Heavy Electricals Ltd. | 2.54 |
| Sundaram Finance Ltd. | 2.53 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 21.57 |
| Materials | 11.84 |
| Metals & Mining | 9.85 |
| Capital Goods | 9.7 |
| Consumer Discretionary | 5.87 |
| Technology | 5.28 |
| Chemicals | 4.99 |
| Healthcare | 4.89 |
| Services | 4.74 |
| Energy | 4.2 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Mid Cap Reg IDCW Pay | 23.83 |
| Quant MidCap Gr | 34.69 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.37 |
| HSBC Midcap Fund Reg Growth | 21.74 |
| Motilal Oswal Midcap Fund Reg Gr | 28.14 |
| Nippon India Growth Fund Gr Gr | 26.74 |
| HDFC Mid-Cap Opportunities Gr | 25.83 |
| ICICI Pru MidCap Gr | 23.04 |