Taurus Mid Cap Fund - Regular Plan - Growth
(Erstwhile Taurus Discovery Fund - Regular Plan - Growth Option)
Fund House: Taurus Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-09-1994 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 2.52% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 105.98 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 117% | Exit Load: Exit load of 1% if redeemed within 365 days. |
108.99
1.23 (1.1285%)
8.12%
Benchmark: 17.2%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
13 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide capital appreciation by identification and selection of low priced stocks through price discovery mechanism.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.06 |
| Sharpe Ratio | 0.46 |
| Alpha | -4.97 |
| Beta | 1.01 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | 05-09-1994 | -4.01 | 23.08 | 14.08 | 25.83 | 13.33 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.39 | 33.92 | 21.36 | 31.7 | 15.77 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 15.23 | 36.95 | 27.4 | 37.75 | 16.69 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.83 | 32.48 | 21.47 | 35.18 | 16.35 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.66 | 30.28 | 20.33 | 29.94 | 14.05 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.4%
Others
4.91%
Large Cap
5.53%
Mid Cap
72.16%
