Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Generated Consistent Returns. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | - | 1/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 130 Cr | 83847 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 2.13% | 0.74% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 49 | 75 | ||
Top 5 Holdings | Aditya Birla Capital Ltd (4.12%) Linde India Ltd (3.95%) Container Corporation of India Ltd (3.89%) Dalmia Bharat Ltd (3.75%) Aurobindo Pharma Ltd (3.6%) | Max Financial Services Ltd (4.59%) Balkrishna Industries Ltd (3.84%) Coforge Ltd (3.17%) The Federal Bank Ltd (3.09%) Glenmark Pharmaceuticals Ltd (3.07%) | ||
No of Sectors | 10 | 10 | ||
Top 3 Sectors | Financial Services (22.09%) Consumer Cyclical (17.7%) Industrial (16.39%) | Financial Services (26.01%) Consumer Cyclical (19.76%) Health (12.93%) | ||
Equity % | 96.5% | 92.78% | ||
Debt % | - | - | ||
P/E | 22.6 | 25.75 | ||
P/B | 2.83 | 3.49 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.18% | -2.35% | ||
3-Month Return | -0.76% | 0.89% | ||
6-Month Return | 19.49% | 17.19% | ||
1-Year Return | -8.52% | 1.72% | ||
3-Year Return | 17.76% | 26.02% | ||
5-Year Return | 20.26% | 28.48% |
Sharpe | 0.78 | 1.44 | ||
Alpha | -4.14 | 5.26 | ||
Beta | 0.99 | 0.85 | ||
Standard Deviation | 16.46 | 13.8 | ||
Information Ratio | -1.03 | 0.98 |
Description | Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid Cap Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Hemanshu Srivastava,Anuj Kapil | Chirag Setalvad,Dhruv Muchhal |