Taurus Tax Shield Regular Growth - Latest NAV[116.56], MF Performance & Returns 2022

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Taurus Tax Shield Regular Growth
Equity
ELSS
Very High Risk
3Y Lock In
15.84%
3Y annualised
+0.48% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 18 Jan 2022₹116.56
Min. SIP amountNA
Rating3
Fund size₹65.04Cr
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 returns24.0%15.8%15.8%11.8%
Category average54.9%14.2%14.3%NA
Rank with in category322921NA
Understand terms
Holdings (50)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.4%
Reliance Industries Ltd.
EnergyEquity6.6%
Infosys Ltd.
TechnologyEquity6.0%
Housing Development Finance Corpn. Ltd.
FinancialEquity4.3%
Larsen & Toubro Ltd.
ConstructionEquity4.0%
HDFC Bank Ltd.
FinancialEquity3.9%
State Bank of India
FinancialEquity3.6%
Kotak Mahindra Bank Ltd.
FinancialEquity3.2%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.7%
Prestige Estates Projects Ltd.
ConstructionEquity2.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity ELSS
Pros
Age is more than 10 years
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
Exit load is zero
Cons
Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.44%
1Y Returns are lower than the category average returns
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
30 Nov 2021 - Present
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: 2.44%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAnkit Tikmany
Oct 2021 - Present
View details
Education
Mr. Tikmany is a BMS & MBA
Experience
Prior to joining Taurus Asset Management Company Limited he has worked with ICICI Securities Ltd as research analyst, IIFL Wealth Management Research Analyst (AVP), Philips Capital India and Moneyworks4me as Senior Research Analyst and with Yes Securities Ltd as Investment Manager and Research Analyst.
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 Nifty Index Fund Regular Growth
Taurus Nifty Index Fund Regular IDCW
Taurus Tax Shield Direct Growth
Taurus Tax Shield Direct IDCW
Taurus Largecap Equity Fund Direct Growth
Taurus Largecap Equity Fund Direct IDCW
Taurus Nifty Index Fund Direct Growth
Taurus Nifty 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₹472.24Cr
Date of Incorporation20 Aug 1993
 Taurus Tax Shield Regular Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on
 Taurus Tax Shield Regular Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹472 Cr and the Latest NAV as of 18 Jan 2022 is ₹116.56.
The Taurus Tax Shield Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500.
...Read more
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 mar
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.
...Read more
Fund benchmarkS&P BSE 200 TRI
Scheme Information Document(SID)
Fund house contact details
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
E-mail
[email protected]
Website
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.com
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FAQsHow to Invest in Taurus Tax Shield Regular Growth
You can easily invest in Taurus Tax Shield Regular Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Taurus Tax Shield Regular Growth provide?
The Taurus Tax Shield Regular Growth has been there from 31 Mar 1996 and the average annual returns provided by this
fund is 24.03% since its inception.
How much expense ratio is charged by Taurus Tax Shield Regular Growth?
The term Expense Ratio used for Taurus Tax Shield Regular Growth 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 Growth is 2.44% as of 19 Jan 2022...
What is the AUM of Taurus Tax Shield Regular Growth?
The AUM, short for Assets Under Management of Taurus Tax Shield Regular Growth is ₹65.04Cr as of 19 Jan 2022.
How to Redeem Taurus Tax Shield Regular Growth?
If you want to sell your Taurus Tax Shield Regular Growth 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 Growth?
You can select either SIP  or Lumpsum  investment of Taurus Tax Shield Regular Growth based on your investment objective and risk tolerance.
What is the NAV of Taurus Tax Shield Regular Growth?
The NAV of Taurus Tax Shield Regular Growth is ₹116.56 as of 18 Jan 2022.
What is the PE and PB ratio of Taurus Tax Shield Regular Growth?
The PE ratio ratio of Taurus Tax Shield Regular Growth 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).

	1Y	3Y	5Y	All
Fund returns	24.0%	15.8%	15.8%	11.8%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	32	29	21	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.4%
Reliance Industries Ltd.	Energy	Equity	6.6%
Infosys Ltd.	Technology	Equity	6.0%
Housing Development Finance Corpn. Ltd.	Financial	Equity	4.3%
Larsen & Toubro Ltd.	Construction	Equity	4.0%
HDFC Bank Ltd.	Financial	Equity	3.9%
State Bank of India	Financial	Equity	3.6%
Kotak Mahindra Bank Ltd.	Financial	Equity	3.2%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	2.7%
Prestige Estates Projects Ltd.	Construction	Equity	2.7%

Rank (total assets)	#37 in India
Total AUM	₹472.24Cr

Date of Incorporation	20 Aug 1993

Fund benchmark	S&P BSE 200 TRI

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Rating	3
Fund size	₹65.04Cr