Compare Taurus Mid Cap Fund vs Sundaram Mid Cap Fund
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.58
1.73
NAV
₹106.09
₹1295.39
Fund Started
30 Aug 1994
24 Jun 2002
Fund Size
₹123.09 Cr
₹13235.50 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.
1 Year
-1.55%
5.94%
3 Year
13.86%
21.94%
5 Year
11.48%
17.47%
Equity
95.51%
97.22%
Cash
4.49%
2.78%
Top 10 Holdings
Linde India Ltd. | 5.53% |
Bank of India | 4.60% |
Petronet LNG Ltd. | 4.60% |
The Federal Bank Ltd. | 4.46% |
Pace Digitek Ltd. | 4.16% |
Aurobindo Pharma Ltd. | 4.07% |
REC Ltd. | 3.98% |
GMR Airports Ltd. | 3.68% |
Container Corporation Of India Ltd. | 3.52% |
PI Industries Ltd. | 3.41% |
Cummins India Ltd. | 4.03% |
GE Vernova T&D India Ltd | 3.38% |
Mahindra & Mahindra Financial Services Ltd. | 3.25% |
Coromandel International Ltd. | 2.69% |
The Federal Bank Ltd. | 2.36% |
Indian Bank | 2.14% |
IDFC First Bank Ltd. | 2.13% |
Kalyan Jewellers India Ltd. | 2.09% |
Jindal Steel Ltd. | 2.09% |
Hindustan Petroleum Corporation Ltd. | 2.08% |
Name
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Start Date
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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
