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Taurus Discovery (Midcap) Fund - Regular Plan - Growth

(Erstwhile Taurus Discovery Fund - Regular Plan - Growth Option)

Category: Equity: Mid Cap
Launch Date: 05-09-1994
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 2.56% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 77.86 Cr As on (31-12-2022)
Turn over: 138
NAV as on Wed Feb 01 00:00:00 IST 2023

75.1

-0.86 (-1.1451%)

CAGR Since Inception

7.35%

NIFTY Midcap 150 TRI 16.1%

PERFORMANCE of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 01-02-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 2.22 18.46 10.32 15.75 7.35
NIFTY MIDCAP 150 TRI 0.65 21.08 11.19 17.2 16.1
Equity: Mid Cap -0.75 19.1 10.6 16.91 13.32

Yearly Performance (%)

Fund Managers

Hardik Shah

Investment Objective

The scheme seeks to provide capital appreciation by identification and selection of low priced stocks through price discovery mechanism.

RETURNS CALCULATOR for Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 22.33 0.81 -0.7 0.86 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Period
Data as on - 01-02-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 2.22 16.78 18.46 10.32 15.75
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 9.51 29.28 20.85 13.98 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 8.69 23.07 21.72 11.55 18.5
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 6.31 29.58 30.47 17.57 15.48
Kotak Emerging Equity Scheme - Growth 30-03-2007 2.51 20.63 19.91 12.71 18.53
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 1.63 20.43 20.44 12.2 15.56
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 1.26 15.87 14.17 6.42 15.85
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 0.61 22.32 22.98 11.22 18.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 0.37 19.36 21.12 10.75 18.95
HSBC Midcap Fund - Regular Growth 01-01-2013 -0.18 13.64 13.64 6.46 17.18

PORTFOLIO ANALYSIS of Taurus Discovery (Midcap) Fund - Regular Plan - Growth

Asset Allocation (%)