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  • Taurus Asset Management Company Limited
  • Taurus Discovery Midcap Fund (Dividend Payout - Annually)

Formerly Taurus Discovery DP

Taurus Discovery Midcap Fund (Dividend Payout - Annually)

Taurus Discovery Midcap Fund (Dividend Payout - Annually)

EquityMid Cap

54.77

NAV (Mar 05)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in mid cap.

Click here to see our recommendations.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

59 Cr. Small within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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Scheme Information

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Low Risk

2.13 %

Expense Ratio

Jan 02, 2009

Launched (12y ago)

₹ 59

AUM in Crores

INF044D01781

ISIN

No Lock-in

Lock-in

IISL NIFTY Midcap 100 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Prasanna Pathak

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

L&T Midcap Fund (G)

L&T Midcap Fund (G)

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Top Ranked

17 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

26 Years

Age

5

Track Record

amc-icon

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 462 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

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  • tel-amc-about
    022-66242700
  • mail-amc-about
    customercare@taurusmutualfund.com
  • Taurus Tax Shield fund (G)

    Taurus Tax Shield fund (G)

    Tax Saving

    ₹ 71 Cr

    Fund Size

    9%

    3Y returns

    Taurus Nifty Index Fund (G)

    Taurus Nifty Index Fund (G)

    Index Funds

    ₹ 1 Cr

    Fund Size

    14.6%

    3Y returns

    Taurus Discovery Midcap Fund (G)

    Taurus Discovery Midcap Fund (G)

    Mid Cap

    ₹ 58 Cr

    Fund Size

    10.9%

    3Y returns

    Taurus Tax Shield fund (DP-A)

    Taurus Tax Shield fund (DP-A)

    Tax Saving

    ₹ 71 Cr

    Fund Size

    9%

    3Y returns

    Taurus Nifty Index Fund (DP-A)

    Taurus Nifty Index Fund (DP-A)

    Index Funds

    ₹ 1 Cr

    Fund Size

    14.6%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Taurus Discovery Midcap Fund (DP-A)

    About Taurus Discovery Midcap Fund (DP-A)

    Taurus Discovery Midcap Fund (DP-A) is a mid cap equity fund and has delivered an annualised return of 18.2% over a period of 12 years .The fund was previously known as Taurus Discovery DP.The fund is managed by Taurus Asset Management Company Limited.The fund manager’s name is Prasanna Pathak.

    Taurus Discovery Midcap Fund (DP-A) 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. However, there is no assurance that the objective of the scheme will be realized.

    Taurus Discovery Midcap Fund (DP-A) NAV,AUM,Risk

    The Taurus Discovery Midcap Fund (DP-A) fund was launched on Jan 02, 2009. The NAV (Net Asset Value) of this mid cap equity as of 2021-03-05 is ₹ 54.77. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 58.920. The category risk of the Taurus Discovery Midcap Fund (DP-A) fund is Low Risk. The fund charges 2.13 % as expense ratio.

    Taurus Discovery Midcap Fund (DP-A) Holdings

    The fund’s highest allocation is towards equity and has invested 90.4% in this asset class. The top three holdings of the fund are atul ltd,jubilant foodworks ltd and coromandel international ltd

    Taurus Discovery Midcap Fund (DP-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Taurus Discovery Midcap Fund (DP-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Midcap 100 TR INR

    Taurus Discovery Midcap Fund (DP-A) Review

    Taurus Discovery Midcap Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Taurus Discovery Midcap Fund (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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