Taurus Mid Cap Fund - Direct Plan has delivered 61.96% absolute return over the last 5 years.
The average return for Mid Cap funds is 82.60% .
This fund ranks #19 in its category based on 5-year returns.
The largest portfolio holding is SIGMA ADVANCED SYSTEMS LTD with a portfolio weight of 6.66% .
The fund currently owns more than 41 stocks.
The top 10 holdings account for 46.65% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 14.94% | 1.15% |
| 2 Year Return | 31.23% | 14.53% |
| 3 Year Return | 70.19% | 40.78% |
| 4 Year Return | 168.40% | 68.09% |
| 5 Year Return | 200.88% | 82.60% |
| 6 Year Return | 196.33% | 138.43% |
| 7 Year Return | 352.50% | 178.44% |
| Expense Ratio | 1.70% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Information Technology |
6.66%
|
|
| 2 | IT Consulting & Software |
5.75%
|
|
| 3 | Materials |
5.06%
|
|
| 4 | Financials |
4.86%
|
|
| 5 | Health Care |
4.80%
|
|
| 6 | IT Consulting & Software |
4.66%
|
|
| 7 | Iron & Steel |
4.15%
|
|
| 8 |
3.70%
|
||
| 9 | Industrials |
3.51%
|
|
| 10 | Health Care |
3.50%
|
|
| 11 | Financials |
3.48%
|
|
| 12 | Gems, Jewellery & Precious Metals |
2.91%
|
Taurus Mid Cap Fund - Direct Plan is managed by TAURUS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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