Taurus Tax Shield Direct Dividend+0.41%

4
11.38%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Tax Shield Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.86%
NAV39.28 (18 Sep 2020)
Fund Started01 Jan 2013
Fund Size64 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Taurus Tax Shield Direct Dividend
11.4%
4.3%
10.1%
10.6%
Category Average
14.4%
1.5%
10.7%
-
Rank within category
14
11
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.0%
    HDFC Bank Ltd.FinancialEquity7.1%
    Tata Consultancy Services Ltd.TechnologyEquity6.1%
    Infosys Ltd.TechnologyEquity5.6%
    ICICI Bank Ltd.FinancialEquity5.5%
    Bharti Airtel Ltd.CommunicationEquity4.2%
    Kotak Mahindra Bank Ltd.FinancialEquity2.8%
    Hindustan Unilever Ltd.FMCGEquity2.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.4%
    Coromandel International Ltd.ChemicalsEquity2.4%
    See All

    Fund Managers

    addPrasanna Pathak
    Education
    Mr. Pathak is B.Tech and MBA in Finance.
    Experience
    Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.
    Funds Managed

    Taurus Tax Shield Direct Dividend Details

    Taurus Tax Shield Direct Dividend is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Prasanna Pathak is the Current Fund Manager of Taurus Tax Shield Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹64 Cr and the Latest NAV as of 18 Sep 2020 is ₹39.28.

    The Taurus Tax Shield Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment Objective

    The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Taurus Mutual Fund

    Address
    Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd., Andheri(E) Mumbai - 400093
    Phone
    022-66242700
    Launch Date
    20 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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