Taurus Tax Shield Regular Growth+1.03%

4.65%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Tax Shield Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.41%
NAV81.68 (27 Oct 2020)
Fund Started31 Dec 1997
Fund Size64 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Taurus Tax Shield Regular Growth
4.7%
4.1%
8.8%
10.8%
Category Average
2.8%
1.9%
7.3%
-
Rank within category
12
8
9
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.7% annual returns

    Comparison

    Data not available
    Pros
    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
    Cons
    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

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.7%
    Tata Consultancy Services Ltd.TechnologyEquity6.5%
    HDFC Bank Ltd.FinancialEquity6.3%
    Infosys Ltd.TechnologyEquity6.0%
    ICICI Bank Ltd.FinancialEquity4.8%
    Bharti Airtel Ltd.CommunicationEquity3.5%
    Coromandel International Ltd.ChemicalsEquity2.5%
    Kotak Mahindra Bank Ltd.FinancialEquity2.5%
    Hindustan Unilever Ltd.FMCGEquity2.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.4%
    See All

    Fund Managers

    addPrasanna Pathak
    Education
    Mr. Pathak is B.Tech and MBA in Finance.
    Experience
    Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.
    Funds Managed

    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 ₹64 Cr and the Latest NAV as of 27 Oct 2020 is ₹81.68.

    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%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Taurus Tax Shield Regular Growth
    VS
    search

    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,
    Similar Funds
    Data not available