Taurus Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-09-1994
AUM:
₹ 125.17 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 | 1.45 | 11.17 | 11.98 |
| NIFTY MIDCAP 150 TRI | 7.29 | 18.87 | 18.01 |
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
123.97
Last change
1.6 (1.2906%)
Fund Size (AUM)
₹ 125.17 Cr
Performance
8.21% (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 | 5.85 |
| Persistent Systems Ltd | 5.83 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 4.7 |
| Pace Digitek Ltd. | 4.55 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 4.24 |
| Coforge Limited | 4.17 |
| VODAFONE IDEA LIMITED EQ | 4.06 |
| GMR AIRPORTS INFRASTRUCTURE LIMITED EQ NEW FV Re. 1/- | 3.62 |
| TREPS | 3.61 |
| REC LIMITED EQ | 3.42 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 15.85 |
| Information Technology | 12.73 |
| Financial Services | 12.29 |
| Chemicals | 12.2 |
| Healthcare | 8.0 |
| Services | 6.5 |
| Miscellaneous | 4.55 |
| Consumer Durables | 4.09 |
| Telecommunication | 4.06 |
| Consumer Services | 3.86 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus Mid Cap Reg Gr | 11.98 |
| HSBC Midcap Fund Reg Gr | 17.88 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| ICICI Pru Midcap Gr | 17.19 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 17.41 |
| Baroda BNP Paribas Mid Cap Fund Gr | 14.84 |
| Mirae Asset Midcap Reg | 15.67 |
| ITI Mid Cap Fund Reg Gr | 15.14 |
| Invesco India Midcap Gr | 19.58 |