SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Taurus Mutual Fund > Taurus Discovery Fund - Direct Plan (G)

Taurus Discovery Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
34.030 0.01 (0.03%)

NAV as on 17 Jan, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Taurus Mutual Fund FUND CLASS : Small & Mid Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 17 Jan, 2017)

Period Returns (%) Rank #
1 mth 3.5 94
3 mth -4.6 96
6 mth 3.8 83
1 year 18.8 75
2 year 7.1 70
3 year 26.3 65
5 year - -

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -8.9 - - - -
2015 7.9 -1.7 -3.6 2.2 8.2
2014 4.6 29.3 8.7 9.4 60.6
2013 -11.8 -6.3 -3.0 20.2 -0.6

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.5 -4.6 3.8 18.8 7.1 26.3 --
Category avg 3.5 -3.8 4.0 17.5 6.9 18.3 13.6
Difference of Fund returns and Category returns 0.0 -0.8 -0.2 1.3 0.2 8.0 --
Best of category 8.0 5.0 17.2 34.8 36.5 44.0 30.7
Worst of category -11.3 -8.2 -8.6 1.0 -1.0 15.9 14.9
Benchmark returns # 4.8 -3.0 7.4 26.2 8.7 25.4 17.8
Difference of Fund returns and Benchmark returns -1.3 -1.6 -3.6 -7.4 -1.6 0.9 --
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 0.51 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sadanand Shetty
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit Load 0.50% if exited before 180 days form the date of allotment. And NIL After 180 days

Contact Details

Regd. Office AML Center 1, Gr. floor, Mahakali Caves Road, Andheri (E), Mumbai, 400093
Tel. No. 66242700
Fax No. 022-66242777
Email customercare@taurusmutualfund.com
Website http://www.taurusmutualfund.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 2
11,638.66 -3.1 7.4 25.6 30.5 25.3
HDFC MidCap Opport.- Direct (G) Not Ranked
1,377.61 -2.9 8.0 26.8 31.6 --
IDFC Premier Equity - Direct (G) Not Ranked
516.10 -5.3 -1.6 8.7 21.9 --
IDFC Premier Equity - B (G) Not Ranked
15.76 -5.5 -2.0 8.0 21.1 19.5
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 -5.5 -2.0 7.9 21.0 19.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
Petronet LNG Oil & Gas 1.46 4.03
Piramal Enter Pharmaceuticals 1.30 3.59
L&T Finance Banking/Finance 1.25 3.45
Bajaj Finance Banking/Finance 1.15 3.18
Hind Zinc Metals & Mining 1.00 2.76
IGL Oil & Gas 0.95 2.61
Power Finance Banking/Finance 0.93 2.56
Tata Comm Telecom 0.93 2.56
Cairn India Oil & Gas 0.92 2.55
Bajaj Finserv Banking/Finance 0.91 2.52

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 23.10 14.93 9.24
Oil & Gas 16.04 16.31 8.94
Pharmaceuticals 13.45 9.46 6.16
Manufacturing 6.93 9.96 7.40
Metals & Mining 5.61 3.98 0.84
Services 5.27 7.08 5.15

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 97.14
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.86

View All

Concentration

Holdings (%)
Top 5 17.01
Top 10 29.81
Sector (%)
Top 3 52.59

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.