Fund Details
Taurus Tax Shield Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.47% |
| NAV | ₹94.51 (22 Jan 2021) |
|---|---|
| Fund Started | 31 Dec 1997 |
| Fund Size | ₹74 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Exit load is zero
4. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.41%
11. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.7% |
| HDFC Bank Ltd. | Financial | Equity | 6.6% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.9% |
| Infosys Ltd. | Technology | Equity | 5.9% |
| ICICI Bank Ltd. | Financial | Equity | 5.3% |
| Bharti Airtel Ltd. | Communication | Equity | 3.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.2% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 2.6% |
| Asian Paints Ltd. | Chemicals | Equity | 2.6% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.6% |
Fund Managers
Taurus Tax Shield Regular Growth Details
Taurus Tax Shield Regular Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 31 Dec 1997. Prasanna Pathak is the Current Fund Manager of Taurus Tax Shield Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹74 Cr and the Latest NAV as of 22 Jan 2021 is ₹94.51.
The Taurus Tax Shield Regular Growth is rated Moderately 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%.
