Taurus Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-09-1994
AUM:
108.92 Cr
Expense Ratio
2.58%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF044D01815
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Hemanshu Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | 4.95 | 15.82 | 13.74 |
| NIFTY MIDCAP 150 TRI | 14.16 | 24.2 | 20.5 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
116.25
Last change
1.02 (0.8774%)
Fund Size (AUM)
₹ 108.92 Cr
Performance
8.06% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Hemanshu Srivastava
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LINDE INDIA LIMITED EQ | 5.53 |
| BANK OF INDIA EQ | 4.6 |
| PETRONET LNG LIMITED EQ | 4.6 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 4.46 |
| Pace Digitek Limited | 4.16 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 4.07 |
| REC LIMITED EQ | 3.98 |
| GMR AIRPORTS INFRASTRUCTURE LIMITED EQ NEW FV Re. 1/- | 3.68 |
| TREPS | 3.66 |
| CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- | 3.52 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.3 |
| Chemicals | 12.93 |
| Capital Goods | 8.75 |
| Healthcare | 8.21 |
| Oil, Gas & Consumable Fuels | 7.35 |
| Telecommunication | 7.28 |
| Services | 7.2 |
| Information Technology | 5.56 |
| Fast Moving Consumer Goods | 5.27 |
| Consumer Services | 4.23 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Mid Cap Reg Gr | 13.74 |
| ICICI Pru MidCap Gr | 21.08 |
| HSBC Midcap Fund Reg Growth | 18.83 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset MidCap Reg | 17.92 |
| Kotak Midcap Fund Reg Gr | 19.09 |
| Invesco India MidCap Gr | 21.46 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 22.83 |