| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.41% |
| NAV | ₹37.78 (30 Oct 2020) |
|---|---|
| Fund Started | 06 May 2008 |
| Fund Size | ₹64 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.5% |
| HDFC Bank Ltd. | Financial | Equity | 6.3% |
| Infosys Ltd. | Technology | Equity | 6.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.8% |
| Bharti Airtel Ltd. | Communication | Equity | 3.5% |
| Coromandel International Ltd. | Chemicals | Equity | 2.5% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.4% |
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 ₹64 Cr and the Latest NAV as of 30 Oct 2020 is ₹37.78.
The Taurus Tax Shield Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.