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you are here: Moneycontrol Mutual Funds Small & Mid Cap Taurus Mutual Fund Taurus Discovery (Midcap) Fund - Direct Plan (G)

Taurus Discovery (Midcap) Fund - Direct Plan (G)

Previous Name: Taurus Discovery Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 118872
Buy
46.040 0.08 ( 0.17 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Not Ranked

The scheme is Not Ranked in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Taurus Discovery Fund has been renamed as Taurus Discovery (Midcap) Fund w.e.f. March 23, 2018

Chart

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 1.4 3
3 Months 2.0 22
6 Months -2.3 15
1 Year 13.0 18
2 Years 22.3 20
3 Years 14.0 45
5 Years 25.4 42

# Moneycontrol Rank within 147 Small & Mid Cap Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.0 - - - -
2017 16.5 5.3 4.1 11.0 45.4
2016 -8.9 11.6 9.7 -10.8 3.2
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

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.4 2 -2.3 13 13 22.3 14
Category average -1.7 -1.3 -8.7 5 14.8 10.5 13.7
Difference of Fund returns and Category returns 3.1 3.3 6.4 8 -1.8 11.8 0.3
Best of Category 1.9 6.9 11.7 29.8 34.2 23.8 37
Worst of Category -7.2 -9.3 -17.9 -5.4 7.5 6 15.7
Benchmark returns # -0.1 -0.8 -10.7 3.8 17.6 12.5 21.1
Difference of Fund returns and Benchmark returns 1.5 2.8 8.4 9.2 -4.6 9.8 -7.1
# Benchmark Index: NIFTY MIDCAP 100

Investment Information

Investment 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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    NIFTY MIDCAP 100

  • Asset size (Rs Cr):

    0.61 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Prasanna Pathak
    View performance of schemes managed by the Fund Manager

  • Notes:

    Taurus Discovery Fund has been renamed as Taurus Discovery (Midcap) Fund w.e.f. March 23, 2018

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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,460.33 58.7 1.6 -5.6 8.5 15.5 27.6
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 56.1 1.3 -6.1 7.4 14.4 26.5
Franklin India Smaller Companies Fund - Direct Plan (G) 1,472.67 61.8 -0.2 -7.3 7.9 16.8 30.3
Franklin India Smaller Companies Fund (G) 5,748.37 58.1 -0.5 -7.9 6.6 15.3 28.7
Reliance Small Cap Fund - Direct Plan (G) 1,001.82 44.6 -1.7 -10.3 13.1 22.5 37.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
3M India Conglomerates 1.32 2.63
NIIT Tech Technology 1.25 2.49
L&T Infotech Technology 1.23 2.46
M&M Financial Banking/Finance 1.23 2.44
Edelweiss Banking/Finance 1.21 2.40
TCS Technology 1.13 2.26
Finolex Cables Telecom 1.23 2.25
Trent Retail & Real Estate 1.25 2.21
Firstsource Sol Technology 1.13 2.20
GlaxoSmith Con Food & Beverage 1.13 2.00
Asset Allocation (%) As on May 31, 2018
Equity 96.75
Others 0.05
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.20
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 16.82
Technology 15.98
Manufacturing 11.96
Automotive 11.03
Engineering 6.26
Retail & Real Estate 5.00
Concentration As on May 31, 2018
Holdings %
Top 5 12.42
Top 10 96.75
Sectors %
Top 3 44.76
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