Taurus Mid Cap Fund Regular Plan Growth

117.95
NAV (Apr 26,2024)

The Taurus Mid Cap Fund - Regular Plan - Growth is a reliable investment option for those looking to grow their wealth in the Indian market. With an expense ratio of 2.56%, this fund offers a good balance between stability and growth. Its price-to-earnings ratio (PE) of 49.33 indicates its potential for future earnings, while the price-to-book ratio (PB) of 6.00 suggests it is trading at a reasonable valuation. Established in 1994, this fund has a minimum investment requirement of INR 500 and an asset under management (AUM) of INR 112.72.

Taurus Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Taurus Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    49.33
  • P/B Ratio
    UM_URBAN_MONEY

    6.00
  • Alpha
    UM_URBAN_MONEY

    -0.03
  • Beta
    UM_URBAN_MONEY

    1.10
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.56%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

112.72 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,764.42 (7.64%)12,538.3 (25.38%)15,615.16 (56.15%)19,345.35 (93.45%)27,328.35 (173.28%)
32,293.26 (7.64%)37,614.9 (25.38%)46,845.48 (56.15%)58,036.05 (93.45%)81,985.05 (173.28%)
53,822.1 (7.64%)62,691.5 (25.38%)78,075.8 (56.15%)96,726.75 (93.45%)1,36,641.75 (173.28%)
86,115.36 (7.64%)1,00,306.4 (25.38%)1,24,921.28 (56.15%)1,54,762.8 (93.45%)2,18,626.8 (173.28%)
1,07,644.2 (7.64%)1,25,383 (25.38%)1,56,151.6 (56.15%)1,93,453.5 (93.45%)2,73,283.5 (173.28%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Bank of India5.48%
  • Century Textiles & Industries Ltd4.63%
  • Bharat Heavy Electricals Ltd4.55%
  • Hindware Home Innovation Ltd4.29%
  • HDFC Asset Management Co Ltd3.68%
  • The Federal Bank Ltd3.60%
  • Mayur Uniquoters Ltd3.50%
  • Faze Three Ltd3.20%
  • Coforge Ltd3.01%
  • Mphasis Ltd2.91%
  • Bharat Forge Ltd2.77%
  • Sundaram Finance Ltd2.65%
  • Igarashi Motors India Ltd2.64%
  • NMDC Ltd2.60%
  • Tata Communications Ltd2.58%
  • REC Ltd2.56%
  • Piramal Enterprises Ltd2.56%
  • Dalmia Bharat Ltd2.50%
  • LIC Housing Finance Ltd2.50%
  • Sumitomo Chemical India Ltd2.33%
  • Voltas Ltd2.30%
  • Schaeffler India Ltd2.27%
  • Endurance Technologies Ltd2.21%
  • Net Receivable Payable2.17%
  • Max Financial Services Ltd1.86%
  • Relaxo Footwears Ltd1.80%
  • K P R Mill Ltd1.76%
  • Laurus Labs Ltd1.72%
  • Kajaria Ceramics Ltd1.68%
  • ACC Ltd1.44%
  • NBCC India Ltd1.37%
  • Ami Organics Ltd1.33%
  • Oberoi Realty Ltd1.28%
  • Aditya Birla Capital Ltd1.25%
  • Jubilant Foodworks Ltd1.20%
  • Astral Ltd1.10%
  • The Ramco Cements Ltd1.09%
  • Oil India Ltd1.09%
  • Associated Alcohols & Breweries Ltd0.75%
  • Happy Forgings Ltd0.74%
  • Steel Authority of India Ltd0.73%
  • Cummins India Ltd0.70%
  • Shriram Pistons & Rings Ltd0.65%
  • Emami Ltd0.60%
  • The Indian Hotels Company Ltd0.56%
  • BEML Ltd0.49%
  • Aurobindo Pharma Ltd0.48%
  • LA Opala RG Ltd0.45%
  • Atul Ltd0.22%
  • Uflex Ltd0.21%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

28.82%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.89%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

21.83%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

19.86%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.34%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

17.07%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

16.31%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

14.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

58.47%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

57.48%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

55.43%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

49.12%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.28%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.78%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.98%

Canara Robeco Mid Cap Fund - Regular Plan - GrowthCanara Robeco Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

35.02%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.72%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.27%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

25.03%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.03%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

31.12%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.14%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

22.03%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.52%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

Fund Managers

AK

Mr. Anuj KapilFund Manager

He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.

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