• Mutual Funds
  • Taurus Mutual Fund
  • Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A)

Formerly Taurus Discovery DP

Taurus Mutual Fund

Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A)

EquityMid Cap

65.11

NAV (Dec 02)

17.9%
5 Year CAGR
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

78 Cr. Negligible 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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Historical NAV

65.11

NAV (Dec 2)

Fund Returns

Last 1Y

38.6%

Last 3Y

20.4%

Last 5Y

17.9%

Last 10Y

19.1%

Since Inception

18.7%

6 Month CAGR

10.2%

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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

Very High Risk

Expense Ratio

2.55

Launched (12y ago)

Jan 02, 2009

AUM in Crores

77.829

ISIN

INF044D01781

Lock-in

No Lock-in

Benchmark

IISL NIFTY Midcap 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 552 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
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.6%

    11.6%

    17.4%

    11%

    10.8%

    10.1%

    20.4%

    7.6%

    13.6%

    10.7%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

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    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 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    About Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A)

    About Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A)

    Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.7% 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 of Income Dist cum cap wdrl (PIDCW-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 of Income Dist cum cap wdrl (PIDCW-A) NAV,AUM,Risk

    The Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A) fund was launched on Jan 02, 2009. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-12-02 is ₹65.11. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹77.829. The category risk of the Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.55 % as expense ratio.

    Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.9% in this asset class. The top three holdings of the fund are , net receivable / payable , supreme industries ltd , aditya birla fashion and retail ltd , tata chemicals ltd , mahindra & mahindra financial services ltd , cholamandalam investment and finance co ltd , atul ltd , the federal bank ltd , ramco cements ltd , mindtree ltd , voltas ltd , solar industries india ltd , galaxy surfactants ltd , city union bank ltd , astral ltd , sundaram finance ltd , rbl bank ltd , manappuram finance ltd , coromandel international ltd , mphasis ltd , jindal steel & power ltd , pi industries ltd , gujarat state petronet ltd , central depository services (india) ltd , shriram transport finance co ltd , aia engineering ltd , gujarat gas ltd , godrej industries ltd , oracle financial services software ltd , whirlpool of india ltd , sumitomo chemical india ltd ordinary shares , ratnamani metals & tubes ltd , aditya birla capital ltd , motilal oswal financial services ltd , crisil ltd , skf india ltd , hdfc asset management company limited , srf ltd , aurobindo pharma ltd , steel authority of india ltd , honeywell automation india ltd , trent ltd , alembic pharmaceuticals ltd , bosch ltd , rhi magnesita india ltd , dhanuka agritech ltd , container corporation of india ltd , hindustan zinc ltd , graphite india ltd , heidelbergcement india ltd , automotive axles ltd , indian energy exchange ltd , escorts ltd , bharat heavy electricals ltd , godrej properties ltd , cyient ltd , ge t&d india ltd , jubilant ingrevia ltd ordinary shares , lic housing finance ltd , granules india ltd , vrl logistics ltd , ncc ltd , indian railway catering and tourism corp ltd

    Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-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 of Income Dist cum cap wdrl (PIDCW-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 of Income Dist cum cap wdrl (PIDCW-A) Review

    Taurus Discovery Midcap Fund of Income Dist cum cap wdrl (PIDCW-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 of Income Dist cum cap wdrl (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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