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Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution Cum Capital Withdrawal Option

Category: Equity: Mid Cap Launch Date: 01-01-2009
AUM:

₹ 137.53 Cr

Expense Ratio

2.8%

Benchmark

Nifty Midcap 150 TRI

ISIN

INF044D01781

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Anuj Kapil, Mr. Hemanshu Srivastava

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution Cum Capital Withdrawal Option -12.41 4.97 7.46
NIFTY MIDCAP 150 TRI -4.21 13.78 13.37
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
97.38
Last change
1.09 (1.1193%)
Fund Size (AUM)
₹ 137.53 Cr
Performance
15.76% (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, Mr. Hemanshu Srivastava
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Sigma Advanced Systems Limited 10.71
Persistent Systems Ltd 5.38
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- 4.97
LINDE INDIA LIMITED EQ 4.67
Coforge Limited 4.66
GE T&D INDIA LIMITED EQ NEW RS. 2/- 4.54
ABBOTT INDIA LIMITED EQ 4.34
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 4.23
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 3.98
Net Receivable / Payable 3.79

Sector Allocation

Sector Holdings (%)
Capital Goods 23.19
Information Technology 13.21
Financial Services 11.78
Healthcare 10.12
Chemicals 6.93
Services 6.71
Consumer Services 5.49
Realty 3.9
Automobile and Auto Components 2.59
Construction 2.41

Peer Comparison

Scheme Name 5Y (%)
Taurus Mid Cap Reg IDCW Pay 7.46