Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹1,205.51

0.52%

0.26%

Moderate Risk

₹528.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹108.24

-14.23%

-12.57%

Very High Risk

₹119.95Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹62.38

-14.91%

-15.20%

Very High Risk

₹8.97Cr

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹1,205.51

1.04%

0.98%

Moderate Risk

₹528.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹108.24

-21.22%

-15.13%

Very High Risk

₹119.95Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹62.38

-17.99%

-19.37%

Very High Risk

₹8.97Cr

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹1,205.51

2.04%

2.08%

Moderate Risk

₹528.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹108.24

-8.61%

3.70%

Very High Risk

₹119.95Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹62.38

-2.83%

-1.26%

Very High Risk

₹8.97Cr

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹1,205.51

8.06%

6.82%

Moderate Risk

₹528.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹108.24

15.66%

18.96%

Very High Risk

₹119.95Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹62.38

17.31%

22.10%

Very High Risk

₹8.97Cr

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹1,205.51

6.70%

Moderate Risk

₹528.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹108.24

17.45%

21.35%

Very High Risk

₹119.95Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹62.38

18.77%

23.22%

Very High Risk

₹8.97Cr

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹1,205.51

5.71%

Moderate Risk

₹528.62Cr

1M 3M 6M 1Y 3Y 5Y

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -8.40%

Category Return -6.97%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹62.38
Fund Size ₹8.97Cr

Fund Return -7.34%

Category Return -7.77%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Moderate Risk --

NAV ₹1,205.51
Fund Size ₹528.62Cr

Fund Return -0.52%

Category Return 0.26%

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -14.23%

Category Return -12.57%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹62.38
Fund Size ₹8.97Cr

Fund Return -14.91%

Category Return -15.20%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Moderate Risk --

NAV ₹1,205.51
Fund Size ₹528.62Cr

Fund Return 1.04%

Category Return 0.98%

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -21.22%

Category Return -15.13%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹62.38
Fund Size ₹8.97Cr

Fund Return -17.99%

Category Return -19.37%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Moderate Risk --

NAV ₹1,205.51
Fund Size ₹528.62Cr

Fund Return 2.04%

Category Return 2.08%

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -8.61%

Category Return 3.70%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹62.38
Fund Size ₹8.97Cr

Fund Return -2.83%

Category Return -1.26%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Moderate Risk --

NAV ₹1,205.51
Fund Size ₹528.62Cr

Fund Return 8.06%

Category Return 6.82%

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return 15.66%

Category Return 18.96%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹62.38
Fund Size ₹8.97Cr

Fund Return 17.31%

Category Return 22.10%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Moderate Risk --

NAV ₹1,205.51
Fund Size ₹528.62Cr

Fund Return --

Category Return 6.70%

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return 17.45%

Category Return 21.35%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹62.38
Fund Size ₹8.97Cr

Fund Return 18.77%

Category Return 23.22%

Moderate Risk --

NAV ₹1,205.51
Fund Size ₹528.62Cr

Fund Return --

Category Return 5.71%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Anuj Kapil

Lead Fund Manager.

Jun 13, 2023- Present

Fund Manager Rank 15 Out of 25
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed 8
Total AUM ₹ 890.42 Cr
Highest Return In 1 Yr 3.08 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹131.79

-5.60%

Very High Risk

₹271.22Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹213.58

-4.76%

-4.97%

Very High Risk

₹350.54Cr

₹148.32

-3.32%

-2.98%

Very High Risk

₹47.48Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹131.79

-9.87%

Very High Risk

₹271.22Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹213.58

-10.24%

-10.96%

Very High Risk

₹350.54Cr

₹148.32

-10.02%

-8.42%

Very High Risk

₹47.48Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹131.79

-14.63%

Very High Risk

₹271.22Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹213.58

-13.57%

-12.90%

Very High Risk

₹350.54Cr

₹148.32

-12.99%

-10.93%

Very High Risk

₹47.48Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹131.79

0.92%

Very High Risk

₹271.22Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹213.58

-1.47%

2.21%

Very High Risk

₹350.54Cr

₹148.32

-1.06%

2.52%

Very High Risk

₹47.48Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹131.79

15.59%

Very High Risk

₹271.22Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹213.58

13.43%

13.84%

Very High Risk

₹350.54Cr

₹148.32

13.32%

12.71%

Very High Risk

₹47.48Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹131.79

17.67%

Very High Risk

₹271.22Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹213.58

13.24%

16.19%

Very High Risk

₹350.54Cr

₹148.32

13.16%

15.07%

Very High Risk

₹47.48Cr

1M 3M 6M 1Y 3Y 5Y

Very High Risk

NAV ₹131.79
Fund Size ₹271.22Cr

Fund Return -5.60%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹213.58
Fund Size ₹350.54Cr

Fund Return -4.76%

Category Return -4.97%

Very High Risk

NAV ₹148.32
Fund Size ₹47.48Cr

Fund Return -3.32%

Category Return -2.98%

Very High Risk

NAV ₹131.79
Fund Size ₹271.22Cr

Fund Return -9.87%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹213.58
Fund Size ₹350.54Cr

Fund Return -10.24%

Category Return -10.96%

Very High Risk

NAV ₹148.32
Fund Size ₹47.48Cr

Fund Return -10.02%

Category Return -8.42%

Very High Risk

NAV ₹131.79
Fund Size ₹271.22Cr

Fund Return -14.63%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹213.58
Fund Size ₹350.54Cr

Fund Return -13.57%

Category Return -12.90%

Very High Risk

NAV ₹148.32
Fund Size ₹47.48Cr

Fund Return -12.99%

Category Return -10.93%

Very High Risk

NAV ₹131.79
Fund Size ₹271.22Cr

Fund Return -0.92%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹213.58
Fund Size ₹350.54Cr

Fund Return -1.47%

Category Return 2.21%

Very High Risk

NAV ₹148.32
Fund Size ₹47.48Cr

Fund Return -1.06%

Category Return 2.52%

Very High Risk

NAV ₹131.79
Fund Size ₹271.22Cr

Fund Return 15.59%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹213.58
Fund Size ₹350.54Cr

Fund Return 13.43%

Category Return 13.84%

Very High Risk

NAV ₹148.32
Fund Size ₹47.48Cr

Fund Return 13.32%

Category Return 12.71%

Very High Risk

NAV ₹131.79
Fund Size ₹271.22Cr

Fund Return 17.67%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹213.58
Fund Size ₹350.54Cr

Fund Return 13.24%

Category Return 16.19%

Very High Risk

NAV ₹148.32
Fund Size ₹47.48Cr

Fund Return 13.16%

Category Return 15.07%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Hemanshu Srivastava

Jul 18, 2024- Present

Schemes managed 1
Total AUM ₹ 119.95 Cr
Highest Return In 1 Yr -8.61 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹108.24

-8.40%

-6.97%

Very High Risk

₹119.95Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹108.24

-14.23%

-12.57%

Very High Risk

₹119.95Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹108.24

-21.22%

-15.13%

Very High Risk

₹119.95Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹108.24

-8.61%

3.70%

Very High Risk

₹119.95Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹108.24

15.66%

18.96%

Very High Risk

₹119.95Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

₹108.24

17.45%

21.35%

Very High Risk

₹119.95Cr

1M 3M 6M 1Y 3Y 5Y

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -8.40%

Category Return -6.97%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -14.23%

Category Return -12.57%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -21.22%

Category Return -15.13%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return -8.61%

Category Return 3.70%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return 15.66%

Category Return 18.96%

Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹108.24
Fund Size ₹119.95Cr

Fund Return 17.45%

Category Return 21.35%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025

EQUITY (93.52%)

DEBT (0.00%)

CASH (6.48%)

Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.

-4.28

This Fund

VS

0.83

Category Avg
Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.

0.97

This Fund

VS

0.91

Category Avg
Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.

1.02

This Fund

VS

1.42

Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.

86.85

This Fund

VS

89.26

Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.

0.60

This Fund

VS

0.81

Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.

17.08

This Fund

VS

15.79

Category Avg

Benchmark used in calculation : BSE Midcap TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

PGIM India Midcap Opportunities Fund Direct Growth

₹64.43

-4.90%

-6.97%

Very High Risk

₹10,459.70 Cr

Canara Robeco Mid Cap Fund Direct Growth

₹14.82

-5.36%

-6.97%

Very High Risk

₹2,628.74 Cr

ICICI Prudential MidCap Fund Direct Plan Growth

₹279.24

-5.38%

-6.97%

Very High Risk

₹5,975.14 Cr

Axis Midcap Fund Direct Plan Growth

₹111.70

-5.66%

-6.97%

Very High Risk

₹28,380.17 Cr

Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option

₹105.06

-5.69%

-6.97%

Very High Risk

₹2,046.02 Cr

Union Midcap Fund Direct Growth

₹42.95

-5.87%

-6.97%

Very High Risk

₹1,301.20 Cr

PGIM India Midcap Opportunities Fund Direct Growth

VERY HIGH RISK

NAV ₹64.43
Fund Size ₹10,459.70 Cr

Fund Return -4.90%

Category Return -6.97%

Canara Robeco Mid Cap Fund Direct Growth

VERY HIGH RISK --

NAV ₹14.82
Fund Size ₹2,628.74 Cr

Fund Return -5.36%

Category Return -6.97%

ICICI Prudential MidCap Fund Direct Plan Growth

VERY HIGH RISK

NAV ₹279.24
Fund Size ₹5,975.14 Cr

Fund Return -5.38%

Category Return -6.97%

Axis Midcap Fund Direct Plan Growth

VERY HIGH RISK

NAV ₹111.70
Fund Size ₹28,380.17 Cr

Fund Return -5.66%

Category Return -6.97%

Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option

VERY HIGH RISK

NAV ₹105.06
Fund Size ₹2,046.02 Cr

Fund Return -5.69%

Category Return -6.97%

Union Midcap Fund Direct Growth

VERY HIGH RISK

NAV ₹42.95
Fund Size ₹1,301.20 Cr

Fund Return -5.87%

Category Return -6.97%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Taurus Banking & Financial Services Fund Direct Plan Growth Option

₹52.00

0.13%

0.70%

Very High Risk

₹10.65 Cr

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

₹45.54

-2.27%

Very High Risk

₹4.88 Cr

Taurus Tax Shield-Direct Plan-Growth Option

₹184.92

-2.76%

-4.66%

Very High Risk

₹76.73 Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹148.32

-3.32%

-2.98%

Very High Risk

₹47.48 Cr

₹213.58

-4.76%

-4.97%

Very High Risk

₹350.54 Cr

Taurus Banking & Financial Services Fund Direct Plan Growth Option

₹131.79

-5.60%

Very High Risk

₹271.22 Cr

VERY HIGH RISK

NAV ₹52.00
Fund Size ₹10.65 Cr

Fund Return -0.13%

Category Return 0.70%

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

VERY HIGH RISK

NAV ₹45.54
Fund Size ₹4.88 Cr

Fund Return -2.27%

Category Return --

Taurus Tax Shield-Direct Plan-Growth Option

VERY HIGH RISK

NAV ₹184.92
Fund Size ₹76.73 Cr

Fund Return -2.76%

Category Return -4.66%

Taurus Largecap Equity Fund - Direct Plan-Growth Option

VERY HIGH RISK

NAV ₹148.32
Fund Size ₹47.48 Cr

Fund Return -3.32%

Category Return -2.98%

VERY HIGH RISK

NAV ₹213.58
Fund Size ₹350.54 Cr

Fund Return -4.76%

Category Return -4.97%