- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Taurus Mid Cap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.52 | 1.58 |
NAV | ₹104.33 | ₹91.68 |
Fund Started | 30 Aug 1994 | 03 Feb 2014 |
Fund Size | ₹119.95 Cr | ₹24488.00 Cr |
Exit Load | Exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.52
1.58
NAV
₹104.33
₹91.68
Fund Started
30 Aug 1994
03 Feb 2014
Fund Size
₹119.95 Cr
₹24488.00 Cr
Exit Load
Exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | -5.47% | 23.59% |
3 Year | 14.69% | 28.21% |
5 Year | 17.20% | 26.25% |
1 Year
-5.47%
23.59%
3 Year
14.69%
28.21%
5 Year
17.20%
26.25%
Holding Analysis
Equity | 93.55% | 75.62% |
Cash | 6.45% | 24.38% |
Equity
93.55%
75.62%
Cash
6.45%
24.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bank of India | 4.70% |
Aurobindo Pharma Ltd. | 4.01% |
Coforge Ltd. | 3.72% |
Container Corporation Of India Ltd. | 3.71% |
Dalmia Bharat Ltd. | 3.41% |
Aditya Birla Capital Ltd. | 3.13% |
Hindustan Petroleum Corporation Ltd. | 3.08% |
AU Small Finance Bank Ltd. | 2.92% |
The Federal Bank Ltd. | 2.86% |
CreditAccess Grameen Ltd. | 2.84% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.85% |
Coforge Ltd. | 9.62% |
Kalyan Jewellers India Ltd. | 7.19% |
Trent Ltd. | 6.16% |
Dixon Technologies (India) Ltd. | 6.12% |
Polycab India Ltd. | 4.56% |
Max Healthcare Institute Ltd. | 3.49% |
Bharti Hexacom Ltd. | 3.36% |
One97 Communications Ltd. | 3.17% |
Oracle Financial Services Software Ltd. | 2.85% |
Fund Manager
Name | Hardik Shah | Ajay Khandelwal |
Start Date | 13 Jun 2023 | 16 Dec 2021 |
Name
Hardik Shah
Ajay Khandelwal
Start Date
13 Jun 2023
16 Dec 2021
About Fund
Description | The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 30 Aug 1994 | 03 Feb 2014 |
Description
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
30 Aug 1994
03 Feb 2014
