June 13, 2024
mayank
Taurus Mid Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 128.5500
NAV IDCW: Rs 114.1900
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
Fund Manager:
1) Anuj Kapil
Education: Mr. Kapil has done PGDBM and MBA
Experience: Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details
| Fund House | Taurus Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.84% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 125 Cr |
| (As on 31-May-2024) | |
| Expense | 2.16% |
| (As on 30-Apr-2024) | |
| Risk Grade | High |
| Return Grade | Average |
| Turnover | 126.00% |
Trailing Returns (%) of Taurus Mid Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Taurus Mid Cap Dir | 14.40 | 0.95 | 6.97 | 11.77 | 17.66 | 45.91 | 21.72 | 23.82 | 17.92 | 18.62 |
| BSE 150 MidCap TRI | 21.32 | 1.08 | 10.71 | 15.59 | 25.81 | 59.95 | 25.94 | 27.86 | 19.89 | 20.84 |
| Equity: Mid Cap | 21.04 | 0.99 | 10.41 | 16.45 | 24.85 | 57.01 | 25.79 | 26.25 | 18.74 | 19.90 |
| Rank within category | 39 | 25 | 39 | 38 | 38 | 36 | 26 | 16 | 12 | 15 |
| Number of funds in category | 39 | 39 | 39 | 39 | 39 | 39 | 28 | 22 | 20 | 19 |
Peer Comparison of Taurus Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Taurus Mid Cap Dir | 2 star | 45.91 | 21.72 | 23.82 | 2.16 | 125 | 18.84 | 1.00 (365) | 11Y 5M | 126.00 |
| HDFC Mid-Cap Opportunities Dir | 4 star | 54.45 | 29.18 | 27.12 | 0.77 | 65,394 | 22.47 | 1.00 (365) | 11Y 5M | 20.82 |
| Kotak Emerging Equity Dir | 4 star | 52.14 | 25.77 | 27.20 | 0.38 | 45,018 | 22.27 | 1.00 (365) | 11Y 5M | 25.67 |
| Nippon India Growth Dir | 4 star | 61.28 | 29.78 | 28.26 | 0.82 | 27,931 | 20.04 | 1.00 (30) | 11Y 5M | 20.00 |
| Motilal Oswal Midcap Dir | 5 star | 58.79 | 37.03 | 30.41 | 0.65 | 10,378 | 25.21 | 1.00 (365) | 10Y 3M | 131.00 |
Portfolio Analysis of Taurus Mid Cap Fund
| No. of Stocks | 57 |
| Top 10 Stocks | 33.01% |
| Top 5 Stocks | 19.28% |
| Top 3 Sectors | 44.52% |
| Portfolio P/B Ratio | 2.37 |
| Portfolio P/E Ratio | 22.22 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 26,812 | 55,043 |
| Giant (%) | — | 6.37 |
| Large (%) | 16.10 | 32.44 |
| Mid (%) | 64.95 | 59.05 |
| Small (%) | 18.94 | 5.11 |
| Tiny (%) | — | 0.37 |
How to Invest in Taurus Mid Cap Fund?
Chanakya’s Mutual Fund Guidance For Taurus Mid Cap Fund
Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Apply Online: https://online.taurusmutualfund.com/Login.aspx
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
Quicklinks