Taurus Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-09-1994
AUM:
135.02 Cr
Expense Ratio
2.65%
Benchmark
Nifty Midcap 150 TRI
ISIN
INF044D01815
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Anuj Kapil and Mr. Hemanshu Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | 8.46 | 11.58 | 12.84 |
| NIFTY MIDCAP 150 TRI | 12.12 | 18.97 | 18.36 |
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
128.22
Last change
-0.14 (-0.1092%)
Fund Size (AUM)
₹ 135.02 Cr
Performance
8.31% (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. Anuj Kapil and Mr. Hemanshu Srivastava
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LINDE INDIA LIMITED EQ | 5.91 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 5.16 |
| Pace Digitek Ltd. | 4.85 |
| Persistent Systems Ltd | 4.84 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 4.83 |
| Ratnaveer Precision Engineering Ltd. | 4.46 |
| Coforge Limited | 4.28 |
| GMR AIRPORTS INFRASTRUCTURE LIMITED EQ NEW FV Re. 1/- | 4.03 |
| Net Receivable / Payable | 3.86 |
| REC LIMITED EQ | 3.66 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 12.27 |
| Information Technology | 11.71 |
| Capital Goods | 11.17 |
| Chemicals | 11.08 |
| Healthcare | 8.36 |
| Services | 6.59 |
| Miscellaneous | 4.85 |
| Consumer Durables | 4.05 |
| Consumer Services | 3.8 |
| Automobile and Auto Components | 3.43 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Mid Cap Reg Gr | 12.84 |
| HSBC Midcap Fund Reg Gr | 18.74 |
| ICICI Pru Midcap Gr | 17.91 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 18.08 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| ITI Mid Cap Fund Reg Gr | 15.5 |
| Baroda BNP Paribas Mid Cap Fund Gr | 15.29 |
| Mirae Asset Midcap Reg | 15.76 |
| Union Midcap Reg Gr | 15.59 |