Scheme Overview

Taurus Mid Cap 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 ( 30-04-2024)
Status: Open Ended for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 125.9 Cr As on ( 30-04-2024)
Turn over: 106
NAV as on 15-05-2024

116.83

0.95 ( 0.8131% )

CAGR Since Inception

8.62%

NIFTY Midcap 150 TRI

17.95%

PERFORMANCE of Taurus Mid Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 15-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Mid Cap Fund - Regular Plan - Growth 48.41 22.89 23.83 19.34 8.62
NIFTY MIDCAP 150 TRI 54.26 27.7 26.57 21.25 17.95
Equity: Mid Cap 49.58 25.04 24.4 19.77 21.22

Yearly Performance (%)

Fund Managers

Anuj Kapil

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 Mid Cap 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 Mid Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Mid Cap Fund - Regular Plan - Growth 16.05 1.1 -4.09 1.05 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Taurus Mid Cap Fund - Regular Plan - Growth

Period :
Data as on - 15-05-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Mid Cap Fund - Regular Plan - Growth 05-09-1994 48.41 33.28 22.89 23.83 19.34
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 71.3 42.21 32.95 34.69 20.69
JM Midcap Fund (Regular) - Growth 21-11-2022 69.05 0.0 0.0 0.0 0.0
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 64.87 40.07 24.4 0.0 0.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 61.02 38.16 28.07 27.37 0.0
HSBC Midcap Fund - Regular Growth 09-08-2004 58.57 35.1 23.97 21.74 20.28
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 56.59 38.98 36.69 28.14 21.88
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 54.49 36.95 29.78 26.74 20.12
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 53.23 40.13 29.34 25.83 20.94
ICICI Prudential MidCap Fund - Growth 10-10-2004 53.01 33.97 25.35 23.04 19.14

PORTFOLIO ANALYSIS of Taurus Mid Cap Fund - Regular Plan - Growth

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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