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

Taurus Tax Shield Direct Growth-0.74%

13.90%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Tax Shield Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.92%
NAV₹99.30 (25 Jan 2021)
Fund Started01 Jan 2013
Fund Size74 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.9%
6.6%
14.8%
-2.2%
Category Average
15.3%
5.6%
13.3%
-
Rank Within Category
23
17
14
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.9% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. Exit load is zero
4. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.86%

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity6.7%
HDFC Bank Ltd.FinancialEquity6.6%
Tata Consultancy Services Ltd.TechnologyEquity5.9%
Infosys Ltd.TechnologyEquity5.9%
ICICI Bank Ltd.FinancialEquity5.3%
Bharti Airtel Ltd.CommunicationEquity3.4%
Kotak Mahindra Bank Ltd.FinancialEquity3.2%
HDFC Life Insurance Co Ltd.FinancialEquity2.6%
Asian Paints Ltd.ChemicalsEquity2.6%
Hindustan Unilever Ltd.FMCGEquity2.6%
See All

Fund Managers

Prasanna Pathak
keyboard_arrow_down

Taurus Tax Shield Direct Growth Details

Taurus Tax Shield Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹74 Cr and the Latest NAV as of 25 Jan 2021 is ₹99.30.

The Taurus Tax Shield Direct Growth 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 Growth
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