December 25, 2024
RA Jainee
Taurus Mid Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 125.4000
NAV IDCW: Rs 111.4000
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.
2) Hemanshu Srivastava
Education: Mr. Srivastava has done B.E (Biotechnology) & MBA
Experience: Prior to joining Taurus Mutual Fund, he has worked with Kaizen Asset Management (FPI), Dal Investments, Quant Capital, KR Choksey, Elara Capital & Bonanza Portfolio
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 of Taurus Mid Cap Fund
| Fund House | Taurus Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.69% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 130 Cr |
| (As on 30-Nov-2024) | |
| Expense | 2.13% |
| (As on 30-Nov-2024) | |
| Risk Grade | High |
| Return Grade | Below Average |
| Turnover | 130.00% |
Taurus Mid Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Taurus Mid Cap Dir | 11.60 | -0.02 | 1.04 | -8.56 | -4.60 | 13.19 | 19.26 | 22.96 | 14.98 | 16.21 |
| BSE 150 MidCap TRI | 26.25 | 0.05 | 2.61 | -7.23 | 1.36 | 28.91 | 24.14 | 28.84 | 17.59 | 19.19 |
| Equity: Mid Cap | 28.74 | 0.02 | 3.25 | -5.24 | 3.51 | 30.68 | 23.79 | 27.84 | 17.53 | 18.21 |
| Rank within category | 39 | 35 | 44 | 41 | 39 | 39 | 25 | 23 | 18 | 18 |
| Number of funds in category | 39 | 45 | 44 | 42 | 40 | 39 | 29 | 24 | 20 | 19 |
Taurus Mid Cap Fund Peer Comparison
| 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 | 1 star | 13.19 | 19.26 | 22.96 | 2.13 | 130 | 17.69 | 1.00 (365) | 11Y 11M | 130.00 |
| HDFC Mid-Cap Opportunities Dir | 4 star | 30.81 | 29.46 | 29.93 | 0.76 | 76,061 | 22.18 | 1.00 (365) | 11Y 11M | 19.61 |
| Kotak Emerging Equity Dir | 4 star | 36.18 | 24.98 | 28.95 | 0.36 | 52,049 | 22.12 | 1.00 (365) | 11Y 11M | 46.17 |
| Nippon India Growth Dir | 4 star | 30.31 | 27.62 | 30.21 | 0.79 | 34,584 | 19.81 | 1.00 (30) | 11Y 11M | 18.00 |
| Motilal Oswal Midcap Dir | 5 star | 55.42 | 36.75 | 34.62 | 0.54 | 22,898 | 26.31 | 1.00 (365) | 10Y 10M | 133.00 |
Portfolio Analysis of Taurus Mid Cap Fund
| No. of Stocks | 55 |
| Top 10 Stocks | 31.90% |
| Top 5 Stocks | 17.75% |
| Top 3 Sectors | 42.69% |
| Portfolio P/B Ratio | 2.66 |
| Portfolio P/E Ratio | 21.37 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 36,544 | 60,772 |
| Giant (%) | 1.94 | 4.96 |
| Large (%) | 23.23 | 40.74 |
| Mid (%) | 60.21 | 52.45 |
| Small (%) | 12.85 | 4.38 |
| Tiny (%) | 1.78 | 0.98 |
Chanakya’s Mutual Fund Guidance For Taurus Mid Cap Fund
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