Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Hardik Shah. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.92% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹116 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 112.14% |
Size breakup
Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 8.12% | 8.12% |
6 Month Returns | 25.62% | 25.62% |
1 Year Returns | 56.72% | 56.72% |
3 Years Returns | 95.54% | 25.05% |
5 Years Returns | 178.69% | 22.75% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl | -1.38 | -3.46 | -0.18 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl | 0.95 | 0.99 | 0.85 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl | 2.78 | 1.02 | 0.8 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Taurus Discovery (Midcap) Fund - Direct Plan-Reinvestment of Income Dist cum cap wdrl | 13.26 | 15.52 | 19.63 |