Home>Mutual Funds>Taurus Mutual Fund>Taurus Tax Shield Direct Dividend
shareSHARE

Taurus Tax Shield Direct Dividend+0.31%

8.40%
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 Ratio1.92%
NAV42.64 (01 Dec 2020)
Fund Started01 Jan 2013
Fund Size65 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.4%
6.3%
11.5%
-2.2%
Category Average
9.0%
4.3%
9.5%
-
Rank Within Category
21
15
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 8.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.2%
    Tata Consultancy Services Ltd.TechnologyEquity6.5%
    HDFC Bank Ltd.FinancialEquity6.2%
    Infosys Ltd.TechnologyEquity5.9%
    ICICI Bank Ltd.FinancialEquity4.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.8%
    Bharti Airtel Ltd.CommunicationEquity3.3%
    Asian Paints Ltd.ChemicalsEquity2.5%
    HDFC Life Insurance Co Ltd.FinancialEquity2.5%
    Coromandel International Ltd.ChemicalsEquity2.4%
    See All

    Fund Managers

    Prasanna Pathak
    keyboard_arrow_down

    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 ₹65 Cr and the Latest NAV as of 01 Dec 2020 is ₹42.64.

    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

    Compare Funds

    Taurus Tax Shield Direct Dividend
    VS
    search

    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,
    Similar Funds
    Data not available