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Taurus Tax Shield Regular IDCW+0.30%

49.77%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Tax Shield Regular IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio2.51%
NAV₹44.85 (16 Apr 2021)
Fund Started06 May 2008
Fund Size75 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
49.8%
7.2%
13.5%
10.5%
Category Average
59.7%
8.8%
13.3%
-
Rank Within Category
34
23
15
-
*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 49.8% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.51%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.2%
ICICI Bank Ltd.FinancialEquity6.1%
Infosys Ltd.TechnologyEquity5.9%
Reliance Industries Ltd.EnergyEquity5.8%
Tata Consultancy Services Ltd.TechnologyEquity5.7%
Bharti Airtel Ltd.CommunicationEquity3.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity2.7%
Larsen & Toubro Ltd.ConstructionEquity2.7%
HDFC Life Insurance Co Ltd.FinancialEquity2.4%
See All

Fund Managers

Prasanna Pathak
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Taurus Tax Shield Regular IDCW Details

Taurus Tax Shield Regular IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹75 Cr and the Latest NAV as of 16 Apr 2021 is ₹44.85.

The Taurus Tax Shield Regular IDCW is rated Very 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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