Taurus Tax Shield - Growth - Direct Plan

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  • Net Change on 13-07-2020

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Taurus Tax Shield-Direct Plan-Growth Option 5.70 15.20 -3.79 3.15 6.83 9.71
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 7.94 20.16 -4.59 3.10 6.42 8.41

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Taurus Tax Shield-Direct Plan-Growth Option Jan 01, 2013 -3.79 3.15 6.83 0.93 58.94
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 0.49 7.14 8.73 0.93 20,291.65
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 1.45 3.70 7.95 0.94 10,101.26
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -19.74 -9.63 -1.06 1.30 8,204.08
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -5.19 -0.46 3.38 1.33 6,682.93
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -14.23 -3.64 2.85 1.36 6,172.09

Fund Holdings as on 30-June-2020

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Net Receivable / Payable

  • Infosys Ltd.

  • Bharti Airtel Ltd.

  • ICICI Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • Coromandel International Ltd.

  • Hindustan Unilever Ltd.

  • PI Industries Ltd.

  • Alembic Pharmaceuticals Ltd.

  • HDFC Life Insurance Company Ltd.

  • Larsen & Toubro Ltd.

  • Asian Paints Ltd.

  • Alkem Laboratories Ltd.

  • Housing Development Finance Corporation Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Bayer Cropscience Ltd.

  • HCL Technologies Ltd.

  • Avenue Supermarts Ltd.

  • Gujarat Gas Ltd.

  • Dabur India Ltd.

  • MRF Ltd.

  • Info Edge (India) Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Voltas Ltd.

  • ITC Ltd.

  • Wipro Ltd.

  • Cadila Healthcare Ltd.

  • IPCA Laboratories Ltd.

  • Ajanta Pharma Ltd.

  • The Ramco Cements Ltd.

  • MindTree Ltd.

  • Ultratech Cement Ltd.

  • SBI Cards & Payment Services Ltd.

  • Britannia Industries Ltd.

  • Relaxo Footwears Ltd.

  • Cipla Ltd.

  • Bajaj Finance Ltd.

  • Gujarat State Petronet Ltd.

  • SBI Life Insurance Company Ltd.

  • Tata Steel Ltd.

  • Lupin Ltd.

  • Grindwell Norton Ltd.

  • Galaxy Surfactants Ltd.

  • NIIT Technologies Ltd.

  • SKF India Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • Mahanagar Gas Ltd.

  • Bajaj Finserv Ltd.

  • Sanofi India Ltd.

  • Indraprastha Gas Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Aurobindo Pharma Ltd.

  • Biocon Ltd.

  • Pfizer Ltd.

  • Abbott India Ltd.

  • Trent Ltd.

  • Tata Consumer Products Ltd.

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Refineries

  • Miscellaneous

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Insurance

  • Fertilizers

  • Cement & Construction Materials

  • Retailing

  • Paints

  • Engineering - Construction

  • Finance - NBFC

  • Finance - Housing

  • Trading

  • Gas Transmission/Marketing

  • Tyres & Allied

  • BPO/ITeS

  • Air Conditioners

  • Cigarettes/Tobacco

  • Consumer Food

  • Footwear

  • Steel & Iron Products

  • Abrasives

  • Bearings

  • Castings/Forgings

  • Finance - Investment

  • Industrial Gases & Fuels

  • Tea/Coffee

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Fund Manager

  • Cash

  • Equity

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About Taurus Tax Shield

Scheme Analysis

Taurus Tax Shield is a Equity - ELSS fund and belongs to Taurus Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹58.94 crore. Taurus Tax Shield is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of Taurus Tax Shield ended up ₹0.1(0.13%)yesterday to ₹77.79.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd., and

The Taurus Tax Shield is managed by Prasanna Pathak .

Fund House Contact

Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd., Andheri(E) Mumbai - 400093

022-66242700
022-66242751/52