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

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

₹1,238.03

3.06%

2.32%

Moderate Risk

₹474.13Cr

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

₹113.53

-9.60%

-11.06%

Very High Risk

₹105.98Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹64.87

-9.61%

-9.57%

Very High Risk

₹7.92Cr

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

₹1,238.03

2.81%

2.05%

Moderate Risk

₹474.13Cr

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

₹113.53

-17.05%

-14.85%

Very High Risk

₹105.98Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹64.87

-18.90%

-16.62%

Very High Risk

₹7.92Cr

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

₹1,238.03

3.08%

2.19%

Moderate Risk

₹474.13Cr

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

₹113.53

0.84%

8.89%

Very High Risk

₹105.98Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹64.87

0.32%

3.35%

Very High Risk

₹7.92Cr

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

₹1,238.03

9.68%

7.65%

Moderate Risk

₹474.13Cr

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

₹113.53

14.36%

18.53%

Very High Risk

₹105.98Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹64.87

15.75%

22.92%

Very High Risk

₹7.92Cr

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

₹1,238.03

7.10%

Moderate Risk

₹474.13Cr

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

₹113.53

25.64%

31.21%

Very High Risk

₹105.98Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹64.87

26.97%

34.14%

Very High Risk

₹7.92Cr

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

₹1,238.03

5.75%

Moderate Risk

₹474.13Cr

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

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return 7.74%

Category Return 6.93%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹64.87
Fund Size ₹7.92Cr

Fund Return 8.01%

Category Return 9.97%

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

Moderate Risk --

NAV ₹1,238.03
Fund Size ₹474.13Cr

Fund Return 3.06%

Category Return 2.32%

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return -9.60%

Category Return -11.06%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹64.87
Fund Size ₹7.92Cr

Fund Return -9.61%

Category Return -9.57%

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

Moderate Risk --

NAV ₹1,238.03
Fund Size ₹474.13Cr

Fund Return 2.81%

Category Return 2.05%

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return -17.05%

Category Return -14.85%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹64.87
Fund Size ₹7.92Cr

Fund Return -18.90%

Category Return -16.62%

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

Moderate Risk --

NAV ₹1,238.03
Fund Size ₹474.13Cr

Fund Return 3.08%

Category Return 2.19%

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return -0.84%

Category Return 8.89%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹64.87
Fund Size ₹7.92Cr

Fund Return 0.32%

Category Return 3.35%

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

Moderate Risk --

NAV ₹1,238.03
Fund Size ₹474.13Cr

Fund Return 9.68%

Category Return 7.65%

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return 14.36%

Category Return 18.53%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹64.87
Fund Size ₹7.92Cr

Fund Return 15.75%

Category Return 22.92%

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

Moderate Risk --

NAV ₹1,238.03
Fund Size ₹474.13Cr

Fund Return --

Category Return 7.10%

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return 25.64%

Category Return 31.21%

Taurus Infrastructure Fund-Direct Plan-Growth Option

Very High Risk

NAV ₹64.87
Fund Size ₹7.92Cr

Fund Return 26.97%

Category Return 34.14%

Moderate Risk --

NAV ₹1,238.03
Fund Size ₹474.13Cr

Fund Return --

Category Return 5.75%

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

Anuj Kapil

Lead Fund Manager.

Jun 13, 2023- Present

Fund Manager Rank 16 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 ₹ 817.44 Cr
Highest Return In 1 Yr 9.67 %

Other Funds

table
card

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

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

₹134.32

6.13%

Very High Risk

₹251.45Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹218.56

5.40%

5.68%

Very High Risk

₹320.80Cr

₹154.42

6.50%

6.52%

Very High Risk

₹44.07Cr

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

₹134.32

-6.72%

Very High Risk

₹251.45Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹218.56

-7.83%

-8.61%

Very High Risk

₹320.80Cr

₹154.42

-5.31%

-2.96%

Very High Risk

₹44.07Cr

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

₹134.32

-14.52%

Very High Risk

₹251.45Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹218.56

-13.47%

-13.36%

Very High Risk

₹320.80Cr

₹154.42

-11.33%

-10.67%

Very High Risk

₹44.07Cr

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

₹134.32

3.63%

Very High Risk

₹251.45Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹218.56

3.48%

5.67%

Very High Risk

₹320.80Cr

₹154.42

3.54%

5.74%

Very High Risk

₹44.07Cr

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

₹134.32

13.65%

Very High Risk

₹251.45Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹218.56

11.51%

13.54%

Very High Risk

₹320.80Cr

₹154.42

12.50%

12.60%

Very High Risk

₹44.07Cr

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

₹134.32

23.45%

Very High Risk

₹251.45Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹218.56

21.37%

24.52%

Very High Risk

₹320.80Cr

₹154.42

20.99%

23.26%

Very High Risk

₹44.07Cr

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

Very High Risk

NAV ₹134.32
Fund Size ₹251.45Cr

Fund Return 6.13%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹218.56
Fund Size ₹320.80Cr

Fund Return 5.40%

Category Return 5.68%

Very High Risk

NAV ₹154.42
Fund Size ₹44.07Cr

Fund Return 6.50%

Category Return 6.52%

Very High Risk

NAV ₹134.32
Fund Size ₹251.45Cr

Fund Return -6.72%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹218.56
Fund Size ₹320.80Cr

Fund Return -7.83%

Category Return -8.61%

Very High Risk

NAV ₹154.42
Fund Size ₹44.07Cr

Fund Return -5.31%

Category Return -2.96%

Very High Risk

NAV ₹134.32
Fund Size ₹251.45Cr

Fund Return -14.52%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹218.56
Fund Size ₹320.80Cr

Fund Return -13.47%

Category Return -13.36%

Very High Risk

NAV ₹154.42
Fund Size ₹44.07Cr

Fund Return -11.33%

Category Return -10.67%

Very High Risk

NAV ₹134.32
Fund Size ₹251.45Cr

Fund Return 3.63%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹218.56
Fund Size ₹320.80Cr

Fund Return 3.48%

Category Return 5.67%

Very High Risk

NAV ₹154.42
Fund Size ₹44.07Cr

Fund Return 3.54%

Category Return 5.74%

Very High Risk

NAV ₹134.32
Fund Size ₹251.45Cr

Fund Return 13.65%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹218.56
Fund Size ₹320.80Cr

Fund Return 11.51%

Category Return 13.54%

Very High Risk

NAV ₹154.42
Fund Size ₹44.07Cr

Fund Return 12.50%

Category Return 12.60%

Very High Risk

NAV ₹134.32
Fund Size ₹251.45Cr

Fund Return 23.45%

Category Return --

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV ₹218.56
Fund Size ₹320.80Cr

Fund Return 21.37%

Category Return 24.52%

Very High Risk

NAV ₹154.42
Fund Size ₹44.07Cr

Fund Return 20.99%

Category Return 23.26%

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

Hemanshu Srivastava

Jul 18, 2024- Present

Schemes managed 1
Total AUM ₹ 105.98 Cr
Highest Return In 1 Yr 0.84 %

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

₹113.53

7.74%

6.93%

Very High Risk

₹105.98Cr

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

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

₹113.53

-9.60%

-11.06%

Very High Risk

₹105.98Cr

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

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

₹113.53

-17.05%

-14.85%

Very High Risk

₹105.98Cr

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

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

₹113.53

0.84%

8.89%

Very High Risk

₹105.98Cr

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

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

₹113.53

14.36%

18.53%

Very High Risk

₹105.98Cr

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

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

₹113.53

25.64%

31.21%

Very High Risk

₹105.98Cr

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

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

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return 7.74%

Category Return 6.93%

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

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return -9.60%

Category Return -11.06%

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

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return -17.05%

Category Return -14.85%

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

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return -0.84%

Category Return 8.89%

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

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return 14.36%

Category Return 18.53%

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

Very High Risk

NAV ₹113.53
Fund Size ₹105.98Cr

Fund Return 25.64%

Category Return 31.21%

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

DETAILED PORTFOLIO

As on Feb 2025

EQUITY (95.12%)

DEBT (0.00%)

CASH (4.88%)

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.

-4.16

This Fund

VS

0.80

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.

0.75

This Fund

VS

1.07

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.

88.37

This Fund

VS

90.30

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.

0.48

This Fund

VS

0.67

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.

18.11

This Fund

VS

16.75

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)

ITI Mid Cap Fund Direct Growth

₹20.88

9.57%

6.93%

Very High Risk

₹987.53 Cr

Union Midcap Fund Direct Growth

₹45.40

8.98%

6.93%

Very High Risk

₹1,195.82 Cr

Kotak Emerging Equity Scheme Direct Growth

₹136.35

8.72%

6.93%

Very High Risk

₹43,941.48 Cr

HSBC Midcap Fund Direct Plan Growth

₹381.50

8.65%

6.93%

Very High Risk

₹9,540.93 Cr

Nippon India Growth Fund - Direct Plan - Growth

₹4,055.08

8.65%

6.93%

Very High Risk

₹30,276.31 Cr

Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth

₹791.12

8.64%

6.93%

Very High Risk

₹5,055.65 Cr

ITI Mid Cap Fund Direct Growth

VERY HIGH RISK --

NAV ₹20.88
Fund Size ₹987.53 Cr

Fund Return 9.57%

Category Return 6.93%

Union Midcap Fund Direct Growth

VERY HIGH RISK

NAV ₹45.40
Fund Size ₹1,195.82 Cr

Fund Return 8.98%

Category Return 6.93%

Kotak Emerging Equity Scheme Direct Growth

VERY HIGH RISK

NAV ₹136.35
Fund Size ₹43,941.48 Cr

Fund Return 8.72%

Category Return 6.93%

HSBC Midcap Fund Direct Plan Growth

VERY HIGH RISK

NAV ₹381.50
Fund Size ₹9,540.93 Cr

Fund Return 8.65%

Category Return 6.93%

Nippon India Growth Fund - Direct Plan - Growth

VERY HIGH RISK

NAV ₹4,055.08
Fund Size ₹30,276.31 Cr

Fund Return 8.65%

Category Return 6.93%

Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth

VERY HIGH RISK

NAV ₹791.12
Fund Size ₹5,055.65 Cr

Fund Return 8.64%

Category Return 6.93%

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

₹55.84

8.43%

7.24%

Very High Risk

₹10.24 Cr

Taurus Infrastructure Fund-Direct Plan-Growth Option

₹64.87

8.01%

9.97%

Very High Risk

₹7.92 Cr

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

₹113.53

7.74%

6.93%

Very High Risk

₹105.98 Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹154.42

6.50%

6.52%

Very High Risk

₹44.07 Cr

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

₹47.45

6.19%

Very High Risk

₹4.81 Cr

Taurus Banking & Financial Services Fund Direct Plan Growth Option

₹134.32

6.13%

Very High Risk

₹251.45 Cr

VERY HIGH RISK

NAV ₹55.84
Fund Size ₹10.24 Cr

Fund Return 8.43%

Category Return 7.24%

Taurus Infrastructure Fund-Direct Plan-Growth Option

VERY HIGH RISK

NAV ₹64.87
Fund Size ₹7.92 Cr

Fund Return 8.01%

Category Return 9.97%

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

VERY HIGH RISK

NAV ₹113.53
Fund Size ₹105.98 Cr

Fund Return 7.74%

Category Return 6.93%

Taurus Largecap Equity Fund - Direct Plan-Growth Option

VERY HIGH RISK

NAV ₹154.42
Fund Size ₹44.07 Cr

Fund Return 6.50%

Category Return 6.52%

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

VERY HIGH RISK

NAV ₹47.45
Fund Size ₹4.81 Cr

Fund Return 6.19%

Category Return --