menu
Jama - Taurus Discovery (Midcap) Fund


Taurus Discovery (Midcap) Fund

Invest Now
Start SIP

Equity-Mid Cap
NAV : 101.32
(+0.10999999999999943
arrow_upward
)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.64%14.19%35.76%27.46%15.24%27.77%NA



NAV History



Expense Ratio Trends


Fund Details

Scheme has bias towards undervalued mid-cap stocks with overweight position in BFSI, rural consumption plays, industrials and commodities. We have positioned our portfolio across these themes and companies that will have sustainable growth in coming years. We see larger upside to these ideas than some of the large well run efficient companies.
NAV101.32
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio223.0%
Exit Load : 1% if exited on or before 180 days Nil if exited after 180 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,16,517₹1,16,415₹102
After 1 year₹1,27,463₹1,27,014₹449
After 3 years₹2,08,606₹2,06,428₹2,179
After 20 years₹1,34,53,869₹1,25,44,415₹9,09,454

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 27.77% Past 3 yr Data




Fund Objective:
The prime objective of the Scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
Fund Manager:
Hardik Shah