Overview (as on 07 May 2021)

NAV

₹65.63

1y returns

65.565%

Fund AUM

₹66 Cr

Expense Ratio

2.13%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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Asset Allocation

Sector Allocation
Basic Materials
27.18%
Industrials
23.15%
Financial Services
18.98%
Consumer
11.31%
Tech
7.36%
Utilities
4.70%
Defensive
3.08%
Health
1.87%
Real Estate
1.84%
Energy
0.54%
Size Breakup
Mid Cap
78.54%
Large Cap
12.09%
Small Cap
9.38%

Key Metrics

Beta 

0.78

Std deviation 

19.55%

Sharpe Ratio 

0.62

Holdings

Fund Details

Investment Objectives
The prime objective of the Scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
Scheme Name
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Prasanna Pathak
Fund House Details
Fund House
Taurus Asset Management Company Limited
Email
info@taurusmutualfund.com
Phone
+912266242751/52
Address
Taurus Asset Management Company Limited,Ground Floor, AML Centre-1,,8 Mahal Industrial Estate, Mahakali Caves Rd.,,Andheri(East)

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Taurus Discovery (Midcap) Fund - Direct Plan-Gr...

NAV

₹65.63

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Prasanna Pathak
Prasanna Pathak

leader

Work Experience
"Mr. Prasanna Pathak is PGDBM (Finance) from S.P. Jain, Mumbai with 15 years of experience. Prior to joining Taurus Asset Management Co. Ltd, Prasanna Pathak was associated with organizations like Hindustan Unilever as research analyst for 2 years, UTI Mutual Fund as Asst. Fund Manager & research analyst for 4.5 years, Taurus Mutual Fund as Fund Manager-Equity for 1.5 years & India First Life as Fund Manager-Equity for 5.5 years."

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