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Compare Taurus Mid Cap Fund vs Sundaram Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.56 | 1.74 |
NAV | ₹122.86 | ₹1397.35 |
Fund Started | 30 Aug 1994 | 24 Jun 2002 |
Fund Size | ₹128.14 Cr | ₹12501.03 Cr |
Exit Load | Exit load of 1% if redeemed within 365 days. | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.56
1.74
NAV
₹122.86
₹1397.35
Fund Started
30 Aug 1994
24 Jun 2002
Fund Size
₹128.14 Cr
₹12501.03 Cr
Exit Load
Exit load of 1% if redeemed within 365 days.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | -5.62% | -0.50% |
3 Year | 16.60% | 21.63% |
5 Year | 21.21% | 26.77% |
1 Year
-5.62%
-0.50%
3 Year
16.60%
21.63%
5 Year
21.21%
26.77%
Holding Analysis
Equity | 96.52% | 95.63% |
Cash | 3.48% | 4.37% |
Equity
96.52%
95.63%
Cash
3.48%
4.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Aditya Birla Capital Ltd. | 4.12% |
Linde India Ltd. | 3.95% |
Container Corporation Of India Ltd. | 3.89% |
Dalmia Bharat Ltd. | 3.75% |
Aurobindo Pharma Ltd. | 3.60% |
Bank of India | 3.44% |
Coforge Ltd. | 3.43% |
Hindustan Petroleum Corporation Ltd. | 3.31% |
CreditAccess Grameen Ltd. | 3.01% |
Kalpataru Ltd. | 2.95% |
Name | Assets |
|---|---|
Coromandel International Ltd. | 3.66% |
Cummins India Ltd. | 3.64% |
Kalyan Jewellers India Ltd. | 2.84% |
Fortis Healthcare Ltd. | 2.64% |
GE Vernova T&D India Ltd. | 2.55% |
Mahindra & Mahindra Financial Services Ltd. | 2.44% |
Lupin Ltd. | 2.37% |
Hindustan Petroleum Corporation Ltd. | 2.04% |
JK Cement Ltd. | 2.02% |
Persistent Systems Ltd. | 1.99% |
Fund Manager
Name | Hardik Shah | Ratish Varier |
Start Date | 13 Jun 2023 | 01 Jan 2022 |
Name
Hardik Shah
Ratish Varier
Start Date
13 Jun 2023
01 Jan 2022
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 aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. |
Launch Date | 30 Aug 1994 | 24 Jun 2002 |
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 aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Launch Date
30 Aug 1994
24 Jun 2002
