Taurus Discovery (Midcap) Fund – Direct Growth

Equity · Mid Cap
 · 
500
Min SIP
500
Min Lumpsum
2.23 %
Expense Ratio
Rating
99
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 20 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 30% 26.6% 17.2% 17.8%
Category Average 25.6% 34.2% 19.4% -

Scheme Allocation

By Holding
By Sector
By Asset
7.06%
4.42%
Others
74.19%
View all Holdings
Holdings Sector Instrument Asset
Ami Organics Pharmaceuticals Equity 7.06%
Hindware Home In Trading Equity 5.16%
Century Textiles Paper Equity 5.15%
REC Ltd Finance Equity 4.42%
Mayur Uniquoters Plastic products Equity 4.02%
Federal Bank Banks Equity 3.75%
K P R Mill Ltd Readymade Garments/ Apparells Equity 3.38%
B H E L Capital Goods - Electrical Equipment Equity 3.22%
Faze Three Textiles Equity 3.07%
HDFC AMC Finance Equity 3.03%
Aditya Bir. Fas. Retail Equity 2.97%
Sumitomo Chemi. Agro Chemicals Equity 2.87%
Coforge IT - Software Equity 2.85%
Mphasis IT - Software Equity 2.8%
Dalmia BharatLtd Cement Equity 2.59%
Bharat Forge Castings, Forgings & Fastners Equity 2.43%
LIC Housing Fin. Finance Equity 2.42%
Caplin Point Lab Pharmaceuticals Equity 2.32%
Max Financial Finance Equity 2.29%
Sundaram Finance Finance Equity 2.21%
Endurance Tech. Auto Ancillaries Equity 2.14%
Anant Raj Realty Equity 1.98%
Relaxo Footwear Leather Equity 1.96%
Voltas Consumer Durables Equity 1.87%
Igarashi Motors Auto Ancillaries Equity 1.8%
Laurus Labs Pharmaceuticals Equity 1.8%
Astral Plastic products Equity 1.66%
Piramal Enterp. Finance Equity 1.64%
Jubilant Food. Quick Service Restaurant Equity 1.54%
Kajaria Ceramics Ceramic Products Equity 1.51%
Arvind Ltd Textiles Equity 1.45%
Schaeffler India Bearings Equity 1.38%
Oberoi Realty Realty Equity 1.38%
Linde India Chemicals Equity 1.26%
Balkrishna Inds Tyres Equity 1.17%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.11%
Escorts Kubota Automobile Equity 1.11%
Tata Comm Telecomm-Service Equity 1.08%
Thermax Capital Goods-Non Electrical Equipment Equity 1.07%
Indian Hotels Co Hotels & Restaurants Equity 1.06%
Aditya Birla Cap Finance Equity 1.04%
Sterlite Tech. Cables Equity 0.26%
Consumer Durables
15.73%
Pharmaceuticals & Biotech
10.12%
Finance
9.9%
Auto Components
6.54%
Paper, Forest & Jute Prod
5.73%
Others
51.98%
View all Sectors
Sectors Asset
Consumer Durables 15.73%
Pharmaceuticals & Biotech 10.12%
Finance 9.9%
Auto Components 6.54%
Paper, Forest & Jute Prod 5.73%
Industrial Products 5.68%
IT-Software 5.08%
Textiles & Apparels 4.76%
Electrical Equipments 3.99%
Banks 3.54%
Capital Markets 3.24%
Retailing 3.21%
Realty 3.18%
Oil 3.04%
Fertilisers & Agrochemica 2.7%
Leisure Services 2.66%
Cement & Cement Products 2.58%
Insurance 2.13%
Cash & Others 1.86%
Chemicals & Petrochemical 1.59%
Agricultural, Commercial 1.54%
Telecom-Services 1.2%
Equity
99.28%
Net Curr Ass/Net Receivables
0.72%

Advance Ratio

-2.23
Alpha
4.75
SD
0.95
Beta
1.62
Sharpe

Exit Load

Exit Load 1.00% - If exited on or before 365 days. Nil - If exited after 365 days.

Fund 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 Managers

Hardik Shah

Mr Shah is a Fund Manager- Equity. He has more than 6 years of experience working at companies like Prabhudas Lilladher Pvt Ltd as PMS Analyst & Associate Fund Manager at Anandrathi Shares & Stockbrokers Ltd and Arihant Capital Markets Ltd as Research Analyst and Uday Exports Private Limited as Executive-Finance.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Taurus Mutual Fund
AUM:
532 Cr
Address:
Ground Floor, AML Centre-1, 8 Mahal Industrial Estate, Mahakali Caves Road, Andheri-East, Mumbai-93.
Contact:
022-66242700
Email ID:
customercare@taurusmutualfund.com

Frequently Asked Questions

How to invest in Taurus Discovery (Midcap) Fund – Direct Growth ?

You can invest in Taurus Discovery (Midcap) Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Taurus Discovery (Midcap) Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Taurus Discovery (Midcap) Fund – Direct Growth ?

The NAV of Taurus Discovery (Midcap) Fund – Direct Growth is ₹102.2 as of 20 September 2023.

How to redeem Taurus Discovery (Midcap) Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Taurus Discovery (Midcap) Fund – Direct Growth?

The minimum SIP amount of Taurus Discovery (Midcap) Fund – Direct Growth is ₹500

What are the top sectors Taurus Discovery (Midcap) Fund – Direct Growth has invested in?

The top sectors Taurus Discovery (Midcap) Fund – Direct Growth has invested in are
  1. Consumer Durables - 15.73%
  2. Pharmaceuticals & Biotech - 10.12%
  3. Finance - 9.9%
  4. Auto Components - 6.54%
  5. Paper, Forest & Jute Prod - 5.73%

Can I make investments in both the SIP and Lump Sum schemes of Taurus Discovery (Midcap) Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Taurus Discovery (Midcap) Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Taurus Discovery (Midcap) Fund – Direct Growth generated ?

The Taurus Discovery (Midcap) Fund – Direct Growth has delivered 17.8% since inception

What is the expense ratio of Taurus Discovery (Midcap) Fund – Direct Growth ?

The expense ratio of Taurus Discovery (Midcap) Fund – Direct Growth is 2.23 % as of 20 September 2023.

What is the AUM of Taurus Discovery (Midcap) Fund – Direct Growth?

The AUM of Taurus Discovery (Midcap) Fund – Direct Growth is ₹532 Cr as of 20 September 2023

What are the top stock holdings of Taurus Discovery (Midcap) Fund – Direct Growth?

The top stock holdings of Taurus Discovery (Midcap) Fund – Direct Growth are
  1. Ami Organics - 7.06%
  2. Hindware Home In - 5.16%
  3. Century Textiles - 5.15%
  4. REC Ltd - 4.42%
  5. Mayur Uniquoters - 4.02%

How can I redeem my investments in Taurus Discovery (Midcap) Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Taurus Discovery (Midcap) Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now