Taurus Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-09-1994
AUM:
₹ 133.42 Cr
Expense Ratio
2.56%
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 | -0.69 | 20.85 | 23.58 |
| NIFTY MIDCAP 150 TRI | 4.56 | 26.55 | 31.14 |
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
124.63
Last change
-0.8 (-0.6419%)
Fund Size (AUM)
₹ 133.42 Cr
Performance
8.51% (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 (%) |
|---|---|
| Net Receivable / Payable | 6.81 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 4.33 |
| CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- | 3.99 |
| DALMIA BHARAT LIMITED EQ NEW FV RS 2 | 3.62 |
| BANK OF INDIA EQ | 3.57 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 3.49 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 3.38 |
| KALPATARU LIMITED EQ | 3.0 |
| INOX WIND LIMITED EQ | 2.94 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.66 |
| Healthcare | 10.91 |
| Capital Goods | 10.4 |
| Services | 6.02 |
| Consumer Durables | 5.54 |
| Consumer Services | 5.5 |
| Automobile and Auto Components | 4.88 |
| Construction Materials | 4.48 |
| Oil, Gas & Consumable Fuels | 4.25 |
| Chemicals | 4.23 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Mid Cap Reg Gr | 23.58 |
| Invesco India MidCap Gr | 30.26 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 31.88 |
| HDFC Mid Cap Fund Gr | 32.1 |
| Sundaram MidCap Gr | 28.41 |
| ICICI Pru MidCap Gr | 29.35 |
| Kotak Midcap Fund Reg Gr | 29.86 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 31.68 |