- Mutual Funds
- Taurus Mutual Fund
- Taurus Discovery Midcap Fund (PIDCW-A)
Formerly Taurus Discovery DP
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 87.65
NAV (Oct 3)
Fund Returns
Last 1Y | 34.5% |
Last 3Y | 27.1% |
Last 5Y | 18.4% |
Last 10Y | 20.9% |
Since Inception | 18.5% |
6 Month CAGR | 37.6% |
Scheme Information
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.
Expense Ratio | 2.57 |
Launched (14y ago) | Jan 02, 2009 |
AUM in Crores | 99.752 |
ISIN | INF044D01781 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.4 |
Standard Deviation (5yr) | 19.7 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.86 |
Sharpe Ratio (3yr) | 1.255 |
Sharpe Ratio (5yr) | 0.706 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Discovery Midcap Fund (PIDCW-A) | 11,65,208 | 4,32,596 | 18.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
ami organics ltd
7.1%hindware home innovation ltd ordinary shares
5.2%century textiles & industries ltd
5.2%rec ltd
4.4%mayur uniquoters ltd
4%Allocation by Sector
consumer cyclical
33.5%financial services
20.8%basic materials
18.9%industrials
11.8%technology
5.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.8% | 10.4% | ||
25.5% | 13.5% | ||
20.8% | 10.4% | ||
20.8% | 10.4% | ||
25.5% | 13.5% |
Taurus Discovery Midcap Fund (PIDCW-A) Review
Taurus Discovery Midcap Fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.5% over a period of 14 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 Hardik Shah.
Nav of Taurus Discovery Midcap Fund (PIDCW-A) as of 10/3/2023 is ₹87.65 with the total AUM as of 10/4/2023 is ₹99.752. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Discovery Midcap Fund (PIDCW-A) was launched on Jan 02, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Taurus Discovery Midcap Fund (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.
Taurus Discovery Midcap Fund (PIDCW-A) 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 150 TR INR.
Taurus Discovery Midcap Fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 34.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Discovery Midcap Fund (PIDCW-A).
Frequently Asked Questions
What is Taurus Discovery Midcap Fund (PIDCW-A)?
How to invest in Taurus Discovery Midcap Fund (PIDCW-A)?
You can invest in Taurus Discovery Midcap Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Taurus Discovery Midcap Fund (PIDCW-A)?
The minimum sip amount for Taurus Discovery Midcap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Taurus Discovery Midcap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Taurus Discovery Midcap Fund (PIDCW-A) is a Not Recommended fund. You can investTaurus Discovery Midcap Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Taurus Discovery Midcap Fund (PIDCW-A)?
The expense ratio of the Taurus Discovery Midcap Fund (PIDCW-A) is 2.57% for regular plan.