How to Invest in Taurus Tax Shield Regular IDCW?

You can easily invest in Taurus Tax Shield Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Taurus Tax Shield Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Taurus Tax Shield Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Taurus Tax Shield Regular IDCW provide?

The Taurus Tax Shield Regular IDCW has been there from 06 May 2008 and the average annual returns provided by this fund is 23.16% since its inception.

How much expense ratio is charged by Taurus Tax Shield Regular IDCW?

The term Expense Ratio used for Taurus Tax Shield Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Taurus Tax Shield Regular IDCW is 2.46% as of 29 Sep 2023...

What is the AUM of Taurus Tax Shield Regular IDCW?

The AUM, short for Assets Under Management of Taurus Tax Shield Regular IDCW is ₹65.33Cr as of 29 Sep 2023.

How to Redeem Taurus Tax Shield Regular IDCW?

If you want to sell your Taurus Tax Shield Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Taurus Tax Shield Regular IDCW?

You can select either SIP or Lumpsum investment of Taurus Tax Shield Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Taurus Tax Shield Regular IDCW?

The NAV of Taurus Tax Shield Regular IDCW is ₹64.64 as of 27 Sep 2023.

What is the PE and PB ratio of Taurus Tax Shield Regular IDCW?

The PE ratio ratio of Taurus Tax Shield Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Taurus Tax Shield Regular IDCW - NAV, Mutual Fund Performance & Portfolio

Taurus Tax Shield Regular IDCW
Equity
ELSS
Very High Risk
3Y Lock In
21.02%
3Y annualised
+0.23% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Sep 2023₹64.64
Min. SIP amountNot Supported
Rating3
Fund size₹65.33Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns23.2%21.0%12.3%11.7%
Category average19.9%24.1%14.4%NA
Rank with in category82522NA
Understand terms
Holdings (28)NameSectorInstrumentAssets
HCL Technologies Ltd.
TechnologyEquity8.7%
HDFC Bank Ltd.
FinancialEquity8.1%
Bajaj Holdings & Investment Ltd.
FinancialEquity6.8%
Tech Mahindra Ltd.
TechnologyEquity5.7%
Infosys Ltd.
TechnologyEquity5.5%
ITC Ltd.
Consumer StaplesEquity5.4%
ICICI Bank Ltd.
FinancialEquity5.3%
Axis Bank Ltd.
FinancialEquity5.2%
Gujarat Pipavav Port Ltd.
ServicesEquity4.8%
ACC Ltd.
ConstructionEquity4.5%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
22 Sep 2023 - Present
2.46%
21 Sep 2023 - 22 Sep 2023
2.46%
20 Sep 2023 - 21 Sep 2023
2.46%
19 Sep 2023 - 20 Sep 2023
2.46%
18 Sep 2023 - 19 Sep 2023
2.46%
17 Sep 2023 - 18 Sep 2023
2.46%
16 Sep 2023 - 17 Sep 2023
2.46%
15 Sep 2023 - 16 Sep 2023
2.46%
14 Sep 2023 - 15 Sep 2023
2.45%
13 Sep 2023 - 14 Sep 2023
2.45%
12 Sep 2023 - 13 Sep 2023
2.45%
11 Sep 2023 - 12 Sep 2023
2.45%
10 Sep 2023 - 11 Sep 2023
2.45%
09 Sep 2023 - 10 Sep 2023
2.45%
08 Sep 2023 - 09 Sep 2023
2.45%
07 Sep 2023 - 08 Sep 2023
2.45%
06 Sep 2023 - 07 Sep 2023
2.45%
05 Sep 2023 - 06 Sep 2023
2.45%
04 Sep 2023 - 05 Sep 2023
2.45%
03 Sep 2023 - 04 Sep 2023
2.45%
02 Sep 2023 - 03 Sep 2023
2.45%
01 Sep 2023 - 02 Sep 2023
2.45%
31 Aug 2023 - 01 Sep 2023
2.45%
31 Jul 2023 - 31 Aug 2023
2.45%
30 Jun 2023 - 31 Jul 2023
2.45%
31 May 2023 - 30 Jun 2023
2.45%
30 Apr 2023 - 31 May 2023
2.45%
31 Mar 2023 - 30 Apr 2023
2.45%
28 Feb 2023 - 31 Mar 2023
2.44%
31 Dec 2022 - 28 Feb 2023
2.44%
31 Dec 2022 - 31 Dec 2022
2.44%
30 Nov 2022 - 31 Dec 2022
2.44%
30 Nov 2022 - 30 Nov 2022
2.44%
30 Nov 2022 - 30 Nov 2022
2.44%
31 Oct 2022 - 30 Nov 2022
2.44%
31 Oct 2022 - 31 Oct 2022
2.44%
31 Oct 2022 - 31 Oct 2022
2.44%
30 Sep 2022 - 31 Oct 2022
2.44%
30 Sep 2022 - 30 Sep 2022
2.44%
30 Sep 2022 - 30 Sep 2022
2.44%
31 Aug 2022 - 30 Sep 2022
2.44%
31 Aug 2022 - 31 Aug 2022
2.44%
31 Jul 2022 - 31 Aug 2022
2.44%
31 Jul 2022 - 31 Jul 2022
2.44%
30 Jun 2022 - 31 Jul 2022
2.44%
30 Jun 2022 - 30 Jun 2022
2.44%
31 May 2022 - 30 Jun 2022
2.44%
31 May 2022 - 31 May 2022
2.44%
30 Apr 2022 - 31 May 2022
2.44%
30 Apr 2022 - 30 Apr 2022
2.44%
31 Mar 2022 - 30 Apr 2022
2.45%
31 Mar 2022 - 31 Mar 2022
2.45%
28 Feb 2022 - 31 Mar 2022
2.47%
28 Feb 2022 - 28 Feb 2022
2.47%
31 Jan 2022 - 28 Feb 2022
2.44%
31 Jan 2022 - 31 Jan 2022
2.44%
31 Dec 2021 - 31 Jan 2022
2.44%
30 Nov 2021 - 31 Dec 2021
2.44%
31 Oct 2021 - 30 Nov 2021
2.44%
30 Sep 2021 - 31 Oct 2021
2.45%
31 Aug 2021 - 30 Sep 2021
2.45%
31 Jul 2021 - 31 Aug 2021
2.45%
30 Jun 2021 - 31 Jul 2021
2.45%
31 May 2021 - 30 Jun 2021
2.45%
30 Apr 2021 - 31 May 2021
2.45%
31 Mar 2021 - 30 Apr 2021
2.45%
28 Feb 2021 - 31 Mar 2021
2.51%
31 Jan 2021 - 28 Feb 2021
2.51%
31 Dec 2020 - 31 Jan 2021
2.47%
30 Nov 2020 - 31 Dec 2020
2.47%
31 Oct 2020 - 30 Nov 2020
2.47%
30 Sep 2020 - 31 Oct 2020
2.38%
31 Aug 2020 - 30 Sep 2020
2.41%
31 Jul 2020 - 31 Aug 2020
2.41%
30 Jun 2020 - 31 Jul 2020
2.33%
31 May 2020 - 30 Jun 2020
2.33%
30 Apr 2020 - 31 May 2020
2.33%
31 Mar 2020 - 30 Apr 2020
2.23%
29 Feb 2020 - 31 Mar 2020
2.48%
31 Jan 2020 - 29 Feb 2020
2.48%
31 Dec 2019 - 31 Jan 2020
2.48%
30 Nov 2019 - 31 Dec 2019
2.48%
31 Oct 2019 - 30 Nov 2019
2.48%
30 Sep 2019 - 31 Oct 2019
2.48%
31 Aug 2019 - 30 Sep 2019
2.48%
31 Jul 2019 - 31 Aug 2019
2.48%
30 Jun 2019 - 31 Jul 2019
2.42%
31 May 2019 - 30 Jun 2019
2.45%
30 Apr 2019 - 31 May 2019
2.45%
31 Mar 2019 - 30 Apr 2019
2.74%
28 Feb 2019 - 31 Mar 2019
2.74%
31 Jan 2019 - 28 Feb 2019
2.69%
31 Dec 2018 - 31 Jan 2019
2.73%
30 Nov 2018 - 31 Dec 2018
2.73%
31 Oct 2018 - 30 Nov 2018
2.73%
30 Sep 2018 - 31 Oct 2018
2.80%
31 Aug 2018 - 30 Sep 2018
2.80%
31 Jul 2018 - 31 Aug 2018
2.80%
30 Jun 2018 - 31 Jul 2018
2.80%
31 May 2018 - 30 Jun 2018
2.47%
30 Apr 2018 - 31 May 2018
2.47%
31 Mar 2018 - 30 Apr 2018
2.47%
28 Feb 2018 - 31 Mar 2018
2.47%
31 Jan 2018 - 28 Feb 2018
2.67%
31 Dec 2017 - 31 Jan 2018
2.67%
30 Nov 2017 - 31 Dec 2017
2.67%
31 Oct 2017 - 30 Nov 2017
2.67%
Expense ratio, exit load and taxExpense ratio: 2.46%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementAnuj Kapil
Aug 2023 - Present
View details
Education
Mr. Kapil has done PGDBM and MBA
Experience
Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd..
Also manages these schemes
Taurus Flexi Cap Fund Regular Growth
Taurus Tax Shield Regular Growth
Taurus Largecap Equity Fund Regular Growth
Taurus Tax Shield Regular IDCW
Taurus Largecap Equity Fund Regular IDCW
Taurus Flexi Cap Fund Regular IDCW
Taurus Ethical Fund Regular Growth
Taurus Ethical Fund Regular IDCW
Taurus Ethical Fund Regular Bonus
Taurus Nifty 50 Index Fund Regular Growth
Taurus Nifty 50 Index Fund Regular IDCW
Taurus Banking & Financial Services Fund Regular Growth
Taurus Banking & Financial Services Fund Regular IDCW
Taurus Tax Shield Direct Growth
Taurus Tax Shield Direct IDCW
Taurus Banking & Financial Services Fund Direct Growth
Taurus Banking & Financial Services Fund Direct IDCW
Taurus Largecap Equity Fund Direct Growth
Taurus Largecap Equity Fund Direct IDCW
Taurus Ethical Fund Direct Growth
Taurus Ethical Fund Direct IDCW
Taurus Ethical Fund Direct Bonus
Taurus Nifty 50 Index Fund Direct Growth
Taurus Nifty 50 Index Fund Direct IDCW
Taurus Flexi Cap Fund Direct Growth
Taurus Flexi Cap Fund Direct IDCW
Fund house & investment objective
Taurus Mutual Fund
Rank (total assets)#37 in India
Total AUM₹605.75Cr
Date of Incorporation20 Aug 1993
 Taurus Tax Shield Regular IDCW is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 20 Aug 1993. Prasanna Pathak is the Current Fund Manager of Taurus Tax Shield Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹606 Cr and the Latest NAV as of 27 Sep 2023 is ₹64.64.
The Taurus Tax Shield Regular IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500.
;
Investment ObjectiveThe 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.
;
Fund benchmarkS&P BSE 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
Launch Date
20 Aug 1993
E-mail
NA
Website
www.taurusmutualfund.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Taurus Tax Shield Regular IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	23.2%	21.0%	12.3%	11.7%
Category average	19.9%	24.1%	14.4%	NA
Rank with in category	8	25	22	NA

Name	Sector	Instrument	Assets
HCL Technologies Ltd.	Technology	Equity	8.7%
HDFC Bank Ltd.	Financial	Equity	8.1%
Bajaj Holdings & Investment Ltd.	Financial	Equity	6.8%
Tech Mahindra Ltd.	Technology	Equity	5.7%
Infosys Ltd.	Technology	Equity	5.5%
ITC Ltd.	Consumer Staples	Equity	5.4%
ICICI Bank Ltd.	Financial	Equity	5.3%
Axis Bank Ltd.	Financial	Equity	5.2%
Gujarat Pipavav Port Ltd.	Services	Equity	4.8%
ACC Ltd.	Construction	Equity	4.5%

Rank (total assets)	#37 in India
Total AUM	₹605.75Cr

Date of Incorporation	20 Aug 1993

Fund benchmark	S&P BSE 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹65.33Cr

Taurus Tax Shield Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (28)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.46%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Anuj KapilAug 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Anuj Kapil
Aug 2023 - Present
View details