Taurus Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-09-1994
AUM:
₹ 114.44 Cr
Expense Ratio
2.52%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF044D01815
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 - Growth | -5.77 | 14.63 | 22.99 |
| NIFTY MIDCAP 150 TRI | 5.73 | 21.8 | 31.98 |
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
111.85
Last change
-1.5 (-1.3411%)
Fund Size (AUM)
₹ 114.44 Cr
Performance
8.19% (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 EQ | 4.69 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 4.15 |
| COFORGE LIMITED EQ | 3.82 |
| VOLTAS LIMITED EQ NEW FV RE.1/- | 3.76 |
| AU SMALL FINANCE BANK LIMITED EQ | 3.65 |
| DALMIA BHARAT LIMITED EQ NEW FV RS 2 | 3.47 |
| CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- | 3.44 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 3.38 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 3.24 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.75 |
| Healthcare | 10.18 |
| Information Technology | 9.39 |
| Capital Goods | 8.67 |
| Telecommunication | 6.33 |
| Consumer Durables | 6.23 |
| Services | 5.57 |
| Oil, Gas & Consumable Fuels | 5.19 |
| Consumer Services | 4.94 |
| Automobile and Auto Components | 4.39 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Mid Cap Reg Gr | 22.99 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 28.75 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| Axis MidCap Reg Gr | 23.5 |