Fund Details
Taurus Tax Shield Regular IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.51% |
| NAV | ₹44.85 (16 Apr 2021) |
|---|---|
| Fund Started | 06 May 2008 |
| Fund Size | ₹75 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.2% |
| ICICI Bank Ltd. | Financial | Equity | 6.1% |
| Infosys Ltd. | Technology | Equity | 5.9% |
| Reliance Industries Ltd. | Energy | Equity | 5.8% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.7% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.7% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 2.4% |
Fund Managers
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%.
