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  • Taurus Mutual Fund
  • Taurus Discovery Midcap Fund (Growth)

Formerly Taurus Discovery Gr

Taurus Mutual Fund

Taurus Discovery Midcap Fund (Growth)

EquityMid Cap

79.84

NAV (Dec 02)

12.6%
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).

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

Neutral

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

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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

79.84

NAV (Dec 2)

Fund Returns

Last 1Y

9.3%

Last 3Y

22.7%

Last 5Y

12.6%

Last 10Y

16.5%

Since Inception

7.6%

6 Month CAGR

15.6%

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 (28y ago)

Sep 05, 1994

AUM in Crores

77.645

ISIN

INF044D01815

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.3

Standard Deviation (5yr)

20.1

Beta (3yr)

0.83

Beta (5yr)

0.83

Sharpe Ratio (3yr)

0.816

Sharpe Ratio (5yr)

0.413

YTM

0

Fund Managers

Hardik Shah

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

ami organics ltd

5.5%
5.5%

century textiles & industries ltd

4.9%
4.9%

aditya birla fashion and retail ltd

4.5%
4.5%

sterlite technologies ltd

4.1%
4.1%

the federal bank ltd

3.8%
3.8%
See all holdings

Allocation by Sector

basic materials

27.6%
27.6%

consumer cyclical

24.4%
24.4%

financial services

16.2%
16.2%

industrials

10%
10%

technology

9.6%
9.6%
See all sectors

Compare Taurus Discovery Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 548 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

  • 022-66242700
  • customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.9%

    10.8%

    11.3%

    14%

    16.9%

    10.8%

    16.9%

    10.8%

    11.3%

    14%

    Taurus Discovery Midcap Fund (G) Review

    Taurus Discovery Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 7.6% over a period of 28 years. The fund was previously known as Taurus Discovery Gr. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Hardik Shah.

    Nav of Taurus Discovery Midcap Fund (G) as of 12/2/2022 is ₹79.84 with the total AUM as of 12/4/2022 is ₹77.645. 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 IISL Nifty Midcap 150 TR INR.

    Taurus Discovery Midcap Fund (G) is rated as a 1 fund in Equity and delivered 9.3% 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)?

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

    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.