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Taurus Tax Shield Regular Dividend+1.49%

14.72%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Tax Shield Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.47%
NAV₹44.67 (19 Jan 2021)
Fund Started06 May 2008
Fund Size74 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.7%
7.0%
14.4%
10.5%
Category Average
17.5%
6.3%
13.8%
-
Rank Within Category
21
14
12
-
*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 14.7% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Exit load is zero
4. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 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
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.41%
11. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity6.9%
HDFC Bank Ltd.FinancialEquity6.7%
Tata Consultancy Services Ltd.TechnologyEquity5.8%
Infosys Ltd.TechnologyEquity5.5%
ICICI Bank Ltd.FinancialEquity4.6%
Kotak Mahindra Bank Ltd.FinancialEquity3.6%
Bharti Airtel Ltd.CommunicationEquity3.3%
HDFC Life Insurance Co Ltd.FinancialEquity2.7%
Coromandel International Ltd.ChemicalsEquity2.6%
Hindustan Unilever Ltd.FMCGEquity2.4%
See All

Fund Managers

Prasanna Pathak
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Taurus Tax Shield Regular Dividend Details

Taurus Tax Shield Regular Dividend is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 06 May 2008. Prasanna Pathak is the Current Fund Manager of Taurus Tax Shield Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹74 Cr and the Latest NAV as of 19 Jan 2021 is ₹44.67.

The Taurus Tax Shield Regular 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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