- Mutual Funds
- Taurus Mutual Fund
- Taurus Discovery Midcap Fund (Growth)
Formerly Taurus Discovery Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 112.6
NAV (Apr 18)
Fund Returns
Last 1Y | 51.3% |
Last 3Y | 22.8% |
Last 5Y | 21% |
Last 10Y | 20% |
Since Inception | 8.5% |
6 Month CAGR | 13.4% |
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 | 2.56 |
Launched (30y ago) | Sep 05, 1994 |
AUM in Crores | 115.615 |
ISIN | INF044D01815 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.5 |
Standard Deviation (5yr) | 19.6 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0.85 |
Sharpe Ratio (3yr) | 1.001 |
Sharpe Ratio (5yr) | 0.779 |
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 (Growth) | 12,50,354 | 5,17,742 | 21% | |
| 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
bank of india
6.1%hindware home innovation ltd ordinary shares
3.5%the federal bank ltd
3.4%net receivable / payable
3.2%century textiles & industries ltd
3%Allocation by Sector
financial services
22.9%basic materials
21.5%consumer cyclical
19.4%industrials
11.4%technology
6.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.3% | 13.7% | ||
13.9% | 13.7% | ||
15.7% | 13.8% | ||
14.7% | 10.9% | ||
17.8% | 10.5% |
Taurus Discovery Midcap Fund (G) Review
Taurus Discovery Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 8.5% over a period of 29 years. The fund was previously known as Taurus Discovery Gr. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Anuj Kapil, Hardik Shah.
Nav of Taurus Discovery Midcap Fund (G) as of 4/18/2024 is ₹112.60 with the total AUM as of 4/19/2024 is ₹115.615. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Discovery Midcap Fund (G) was launched on Sep 05, 1994. The category risk of the fund is Very High Risk.
The minimum SIP amount for Taurus Discovery Midcap Fund (G) 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 (G) 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 (G) is rated as a 1 fund in Equity and delivered 51.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Discovery Midcap Fund (G).
Frequently Asked Questions
What is Taurus Discovery Midcap Fund (G)?
How to invest in Taurus Discovery Midcap Fund (G)?
You can invest in Taurus Discovery Midcap Fund (G) 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 (G)?
The minimum sip amount for Taurus Discovery Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Taurus Discovery Midcap Fund (G) good to invest in?
As per Scripbox experts, Taurus Discovery Midcap Fund (G) is a Not Recommended fund. You can investTaurus Discovery Midcap Fund (G) 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 (G)?
The expense ratio of the Taurus Discovery Midcap Fund (G) is 2.56% for regular plan.