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