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Taurus Discovery (Midcap) Fund - Growth Option INF044D01815

NAV / 1-Day Return
115.09 / 0.99%
Total Assets
1.3 Bil
Inception Date
Sep 05, 1994
Expense Ratio
2.570%
Fee Level
Load
Multiple
Category
India Fund Mid-Cap
Investment Style
Large Growth
Minimum Initial Investment
500
Status
Open
TTM Yield
0.00%
Turnover
113%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
7.80 3.21 46.13 -7.01 1.61 25.53 32.67 6.74 38.38 11.32 -3.50
Category
9.21 5.42 47.90 -11.99 2.25 23.92 44.79 2.60 38.12 28.43 -4.87
Index
0.99 3.19 36.29 -2.11 9.69 19.99 32.84 2.47 26.07 15.94 -2.34
Quartile Rank
Quartile Rank is third Quartile Rank is third Quartile Rank is first Quartile Rank is first Quartile Rank is second Quartile Rank is second Quartile Rank is fourth Quartile Rank is first Quartile Rank is third Quartile Rank is fourth
Percentile Rank
59 67 10 15 44 31 87 14 52 100
# of Invest. in Cat.
192 189 268 156 168 163 166 162 190 192 194
Category Name
IN002 India Fund Mid-Cap
IN048 India Fund Multi-Cap
IN048 India Fund Multi-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap


Asset Allocation

Asset Class Investment Category Index
Equity 95.44 95.23 100.00
Fixed Income 0.00 0.04 0.00
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 4.56 4.83 0.00
Other 0.00 0.03 0.00

Stock Style

People

Inception Date
Sep 05, 1994
Number of Managers
2
Longest Tenure
1.6 Years
Average Tenure
1.0 Years
Advisor(s)
Taurus Asset Management Company Limited

Management Team

Jun 13, 2023 –Present
Jul 18, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
No.
%
Equity Holding
53 98.15
Bond Holding
0 0.00
Other Holding
1 1.85
Equity Holdings
53
Bond Holdings
0
Other Holdings
1
% Assets in Top 10 Holdings
32
Reported Turnover %
113.02
As of 03/31/24
Women Directors %
16
Women Executives %
7
Holdings
% Portfolio Weight
First Bought
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Aurobindo Pharma Ltd
4.32 Jul 31, 2024 54,710,000
INR Indian Rupee
8.38 Healthcare
Coforge Ltd
4.12 May 31, 2022 52,168,000
INR Indian Rupee
31.37 Technology
Bank of India
4.04 Dec 31, 2023 51,102,000
INR Indian Rupee
-22.38 Financial Services
Dalmia Bharat Ltd
3.05 Jan 31, 2022 38,585,000
INR Indian Rupee
-20.88 Momentum Basic Materials
Indian Hotels Co Ltd
2.98 Jul 31, 2022 37,710,000
INR Indian Rupee
76.64 Consumer Cyclical
Aditya Birla Capital Ltd
2.94 Jul 31, 2024 37,186,000
INR Indian Rupee
1.08 Financial Services
The Federal Bank Ltd
2.89 Aug 31, 2020 36,584,000
INR Indian Rupee
32.13 Financial Services
Inox Wind Energy Ltd Ordinary Shares
2.83 Jul 31, 2024 35,853,000
INR Indian Rupee
85.49 Industrials
Container Corporation of India Ltd
2.65 Jul 31, 2024 33,482,000
INR Indian Rupee
-7.76 Industrials
Astral Ltd
2.61 Aug 31, 2017 32,979,000
INR Indian Rupee
-15.19 Industrials
Holdings as of Dec 31, 2024 | The top 54 largest holdings are available for display across Equity, Bond and Other.


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