Comprehensive analysis of Taurus Mid Cap Fund (IDCW) (10064) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Taurus Asset Management Company Limited
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
High Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 5.65% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Company | Industry | % Assets |
---|---|---|
Net CA & Others | Debt Others | 6.81% |
Aditya Birla Capital Ltd | Finance | 4.33% |
Aditya Birla Capital Ltd | Finance | 4.12% |
Container Corporation Of India Ltd | Logistics | 3.99% |
Linde India Ltd | Chemicals | 3.95% |
Container Corporation Of India Ltd | Logistics | 3.89% |
Dalmia Bharat Ltd | Cement | 3.75% |
Dalmia Bharat Ltd | Cement | 3.62% |
Aurobindo Pharma Ltd | Pharmaceuticals | 3.60% |
Bank of India | Banks | 3.57% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
Fund Name | NAV | 6M | 1Y | 3Y |
---|---|---|---|---|
Nippon India Growth Mid Cap Fund - Direct (G) | ₹4612.59 | 3.70% | 8.57% | 32.45% |
Nippon India Growth Mid Cap Fund - (G) | ₹4212.23 | 3.27% | 7.69% | 31.39% |
Franklin India Prima Fund - Direct (G) | ₹3162.26 | 2.13% | 7.63% | 30.62% |
Franklin India Prima Fund - (G) | ₹2814.08 | 1.74% | 6.78% | 29.55% |
Sundaram Mid Cap Fund - Direct (G) | ₹1517.38 | 1.04% | 8.45% | 31.08% |
Sundaram Mid Cap Fund - (G) | ₹1390.19 | 0.63% | 7.55% | 29.97% |
Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1357.33 | 2.97% | 7.56% | 31.61% |
Aditya Birla SL Midcap Fund - Direct (G) | ₹881.84 | 3.27% | 5.00% | 24.82% |
Aditya Birla SL Midcap Fund - (G) | ₹791.94 | 2.86% | 4.14% | 23.75% |
Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹766.32 | 3.70% | 8.57% | 32.45% |
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