Taurus Tax Shield - Regular - Growth+1.06%

-1.30%
1 Year Return
Equity
ELSS
3.0 star
1Y
3Y
5Y

Fund Details

Taurus Tax Shield - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.45%
NAV76.3 (17 May 2019)
Fund Started31 Dec 1997
Fund Size67 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Taurus Tax Shield - Regular - Growth
-1.3%
13.9%
11.6%
11.2%
Category Average
-10.8%
11.5%
16.8%
-
Rank within category
16
3
19
-
*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
    30
    with -1.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity5.1%
    EnergyEquity4.8%
    FinancialEquity4.5%
    FMCGEquity2.7%
    ConstructionEquity2.6%
    AutomobileEquity2.6%
    FinancialEquity2.5%
    AutomobileEquity2.4%
    AutomobileEquity2.4%
    HCL Technologies Ltd.TechnologyEquity2.4%
    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

    About Taurus Mutual Fund

    Taurus Mutual Fund started their mutual fund on 20/08/1993 and its managing total assets of ₹575 Cr. Its ranked at 36 as per total assets at end of 30th Sep 2016.

    Taurus Mutual Fund is one of the first mutual funds to be registered with the Security Exchange Board of India or SEBI. It was registered with SEBI on Sept 21st, 1993 under the Mutual Fund Registration Code. This was one of the first fund houses to launch fully repatriable investments by NRIs/FIIs and since then it has received investments from across the globe.

    The AMC has an extremely strong investment policy. They believe that most people invest for creating wealth and they also need trusted financial partners who will take the right decisions on behalf of them. They believe in catering to both categories of investors and they provide them with an array of mutual funds ranging across different categories and market capitalization.

    The basically aim for long-term growth, as well as short-term monetary gain.

    Address
    Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd., Andheri(E) Mumbai - 400093
    Phone
    022-66242700
    Launch Date
    19 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    NAV (17 May 2019)   76.32
    Enter investment amount
    + ₹1,000
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    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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