Taurus Discovery (Midcap) Fund - Regular Plan - Growth
(Erstwhile Taurus Discovery Fund - Regular Plan - Growth Option)
Category: Equity: Mid Cap |
Launch Date: 05-09-1994 |
Asset Class: Equity |
Benchmark: NIFTY Midcap 150 TRI |
Expense Ratio: 2.57% As on (31-10-2023) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 100.29 Cr As on (31-10-2023) |
Turn over: 91% |
103.44
0.35 (0.3384%)
8.31%
NIFTY Midcap 150 TRI 17.54%
PERFORMANCE of Taurus Discovery (Midcap) Fund - Regular Plan - Growth
Scheme Performance (%)
Data as on - 05-12-2023Yearly Performance (%)
Fund Managers
Anuj Kapil
Investment Objective
The scheme seeks to provide capital appreciation by identification and selection of low priced stocks through price discovery mechanism.
RETURNS CALCULATOR for Taurus Discovery (Midcap) Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Taurus Discovery (Midcap) Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Taurus Discovery (Midcap) Fund - Regular Plan - Growth | 16.18 | 1.18 | -3.86 | 1.02 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of Taurus Discovery (Midcap) Fund - Regular Plan - Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Taurus Discovery (Midcap) Fund - Regular Plan - Growth | 05-09-1994 | 29.41 | 19.09 | 24.8 | 20.03 | 19.77 |
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 38.7 | 0.0 | 0.0 | 0.0 | 0.0 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 05-06-2007 | 35.64 | 25.42 | 30.77 | 22.44 | 22.06 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 35.59 | 20.17 | 30.45 | 22.15 | 0.0 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 35.45 | 22.93 | 31.51 | 24.02 | 20.58 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 32.73 | 17.9 | 25.96 | 21.58 | 21.25 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 32.53 | 0.0 | 0.0 | 0.0 | 0.0 |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 32.32 | 17.49 | 22.94 | 16.81 | 20.95 |
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 30.74 | 0.0 | 0.0 | 0.0 | 0.0 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 30.38 | 19.39 | 26.86 | 17.85 | 19.58 |