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  • Taurus Mutual Fund
  • Taurus Discovery Midcap Fund (PIDCW-A)

Formerly Taurus Discovery DP

Taurus Mutual Fund

Taurus Discovery Midcap Fund (PIDCW-A)

EquityMid Cap

111.21

NAV (Jun 21)

24.4%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

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 ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

111.21

NAV (Jun 21)

Fund Returns

Last 1Y
44%
Last 3Y
22.5%
Last 5Y
24.4%
Last 10Y
18.5%
Since Inception
8.8%
6 Month CAGR
19.3%

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.

Expense Ratio
2.56
Launched (15y ago)
Jan 02, 2009
AUM in Crores
125.137
ISIN
INF044D01781
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.9
Standard Deviation (5yr)
19.8
Beta (3yr)
1.01
Beta (5yr)
0.86
Sharpe Ratio (3yr)
0.955
Sharpe Ratio (5yr)
0.867
YTM
0
Fund Managers

Hardik Shah

Fund Manager

Anuj Kapil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Discovery Midcap Fund (PIDCW-A)70%13,73,610 6,40,99824.4%
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.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

bank of india

5.3%
5.3%

astral ltd

4.2%
4.2%

moil ltd

3.4%
3.4%

creditaccess grameen ltd ordinary shares

3.3%
3.3%

century textiles & industries ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

23.1%
23.1%

consumer cyclical

23%
23%

basic materials

20.8%
20.8%

industrials

11.5%
11.5%

technology

4.8%
4.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 813 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.amc-img
phone-img022-66242700
Fund NameScripbox Opinion
Till Date CAGR

15.6%

14.3%

15.6%

14.3%

15.6%

14.3%

14.2%

11.3%

18.6%

10.8%

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 19.4% over a period of 15 years. The fund was previously known as Taurus Discovery DP. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Anuj Kapil, Hardik Shah.

Nav of Taurus Discovery Midcap Fund (PIDCW-A) as of 6/21/2024 is ₹111.21 with the total AUM as of 6/24/2024 is ₹125.137. 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 Nifty Midcap 150 TR INR.

Taurus Discovery Midcap Fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 44% 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)?

Taurus Discovery Midcap Fund (PIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.56% for regular plan.