1M
6M
1Y
3Y
5Y
All
| NAV: 01 Jun 2023 | ₹125.45 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹60.82Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 17.0% | 23.4% | 10.3% | 11.5% |
| Category average | 13.4% | 26.0% | 11.3% | NA |
| Rank with in category | 4 | 26 | 21 | NA |
Understand terms
Holdings (28)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Housing Development Finance Corporation Ltd. | Financial | Equity | 9.1% |
| HCL Technologies Ltd. | Technology | Equity | 8.4% |
| ITC Ltd. | Consumer Staples | Equity | 7.8% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 7.4% |
| ICICI Bank Ltd. | Financial | Equity | 5.4% |
| Axis Bank Ltd. | Financial | Equity | 5.0% |
| Tech Mahindra Ltd. | Technology | Equity | 4.9% |
| Coal India Ltd. | Energy | Equity | 4.6% |
| Gujarat Pipavav Port Ltd. | Services | Equity | 4.5% |
| Infosys Ltd. | Technology | Equity | 4.1% |
See All
Expense ratio, exit load and tax
Expense ratio: 2.45%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns 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 amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Ramneek KundraMay 2022 - PresentView details
Ramneek Kundra
May 2022 - Present
View details
Education
Mr. Kundra is B.Sc. and MS.
Experience
Prior to joining Taurus Mutual Fund, he has worked with HDFC Bank and at advertising technology startup in New York.
Also manages these schemes
Fund house & investment objective
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
NAWebsite
NA
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.comCompare funds
Taurus Tax Shield Regular Growth
VS
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