Share Fund
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.
Suitability
This product is suitable for investors who are seeking
• Long term capital appreciation
• Investment in equity & equity related instruments through price discovery mechanism- mid cap in nature
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 2.23% |
Min subscription | ₹ 500 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 113 |
AMC AUM (in Crs.) | ₹ 424 |
Min Addition Subscription | ₹ 500 |
Benchmark Type | S&P BSE Midcap TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 28.64% |
HSBC Midcap Fund - Direct Plan | 1000 | 1000 | 23.47% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 28.64% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 20.57% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 24.08% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 17.45% |
Company | Holding Type | Asset(%) |
---|---|---|
Bank of India | Equity | 5 |
Century Textiles & Industries Ltd | Equity | 5 |
Bharat Heavy Electricals Ltd | Equity | 5 |
Hindware Home Innovation Ltd Ordinary Shares | Equity | 4 |
HDFC Asset Management Co Ltd | Equity | 4 |
The Federal Bank Ltd | Equity | 4 |
Mayur Uniquoters Ltd | Equity | 4 |
Faze Three Ltd | Equity | 3 |
Coforge Ltd | Equity | 3 |
Mphasis Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 98 |
Cash - Collateral | 2 |
Sector | Percent |
---|---|
Consumer Cyclical | 28 |
Financial Services | 26 |
Basic Materials | 17 |
Industrials | 13 |
Technology | 6 |
Fund Manager
Anuj Kapil
0+ years of experience
About
info@taurusmutualfund.com
Phone
1800 108 1111
Address
Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd.,,Andheri(E) Mumbai - 400093, Mumbai - 400093