Taurus Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-09-1994
AUM:
₹ 128.02 Cr
Expense Ratio
2.56%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF044D01815
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Hemanshu Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | -2.39 | 24.23 | 24.52 |
| NIFTY MIDCAP 150 TRI | 4.87 | 30.57 | 32.94 |
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
121.85
Last change
1.01 (0.8289%)
Fund Size (AUM)
₹ 128.02 Cr
Performance
8.46% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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.
Fund Manager
Mr. Hemanshu Srivastava
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 10.15 |
| BANK OF INDIA EQ | 3.82 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 3.68 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 3.63 |
| CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- | 3.49 |
| DALMIA BHARAT LIMITED EQ NEW FV RS 2 | 3.44 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 3.31 |
| INOX WIND ENERGY LIMITED EQ NEW FV RS.10/- | 3.2 |
| VOLTAS LIMITED EQ NEW FV RE.1/- | 2.91 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.89 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.08 |
| Capital Goods | 10.96 |
| Healthcare | 10.8 |
| N/A | 10.63 |
| Automobile and Auto Components | 5.87 |
| Consumer Durables | 5.64 |
| Services | 5.59 |
| Consumer Services | 4.74 |
| Construction Materials | 4.32 |
| Oil, Gas & Consumable Fuels | 4.2 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Mid Cap Reg Gr | 24.52 |
| Invesco India MidCap Gr | 30.91 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 33.95 |
| Motilal Oswal Midcap Fund Reg Gr | 36.88 |
| Sundaram MidCap Gr | 29.97 |
| Nippon India Growth Fund Gr Gr | 33.74 |
| HDFC Mid-Cap Opportunities Gr | 33.49 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| Franklin India Prima Fund Gr | 28.16 |