Taurus Mid Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
(Erstwhile Taurus Discovery Fund - Regular Plan - Divided Option)
Fund House: Taurus Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2009 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 2.55% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 115.61 Cr As on (31-03-2024) |
| Turn over: 106% | Exit Load: Exit load of 1% if redeemed within 365 days. |
102.46
-2.14 (-2.0886%)
18.92%
Benchmark: 17.9%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 4 Months
8 Years 11 Months
12 Years 0 Months
15 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide capital appreciation by identification and selection of low priced stocks through price discovery mechanism.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | 1.02 |
| Alpha | -52.03 |
| Beta | 11.67 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.33%
Others
3.26%
Large Cap
2.36%
Mid Cap
69.05%
