Taurus Tax Shield - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 2.84 -1.44 4.13 9.70 10.21 11.31
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 - TRI 3.60 -1.54 7.31 9.93 10.03 9.37

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 4.13 9.70 10.21 1.96 64.17
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 17.66 13.53 14.33 0.93 20,425.31
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -3.11 0.24 4.49 1.30 9,826.57
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 2.46 8.68 12.49 1.08 9,128.92
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 1.28 6.05 6.66 1.40 7,130.72
SBI MAGNUM TAXGAIN SCHEME 1993 - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 4.06 4.36 6.90 1.35 7,019.69

Fund Holdings as on 30-September-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • Larsen & Toubro Ltd.

  • Housing Development Finance Corporation Ltd.

  • Kotak Mahindra Bank Ltd.

  • Hindustan Unilever Ltd.

  • Net Receivable / Payable

  • Axis Bank Ltd.

  • Bajaj Finserv Ltd.

  • ITC Ltd.

  • State Bank of India

  • Bajaj Finance Ltd.

  • HDFC Life Insurance Company Ltd.

  • Ultratech Cement Ltd.

  • Asian Paints Ltd.

  • Voltas Ltd.

  • HeidelbergCement India Ltd.

  • HDFC Asset Management Company Ltd.

  • Power Grid Corporation of India Ltd.

  • Whirlpool of India Ltd.

  • Pfizer Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Hero MotoCorp Ltd.

  • ACC Ltd.

  • Gujarat State Petronet Ltd.

  • Alkem Laboratories Ltd.

  • Century Textiles & Industries Ltd.

  • NIIT Technologies Ltd.

  • GE Power India Ltd.

  • Rail Vikas Nigam Ltd.

  • DCB Bank Ltd.

  • Trent Ltd.

  • Relaxo Footwears Ltd.

  • MRF Ltd.

  • ICICI Prudential Life Insurance Company Ltd.

  • CESC Ltd.

  • Avenue Supermarts Ltd.

  • Kansai Nerolac Paints Ltd.

  • Grindwell Norton Ltd.

  • United Spirits Ltd.

  • Sundram Fasteners Ltd.

  • Coromandel International Ltd.

  • Info Edge (India) Ltd.

  • SRF Ltd.

  • HCL Technologies Ltd.

  • Nestle India Ltd.

  • IFB Industries Ltd.

  • Dabur India Ltd.

  • Thermax Ltd.

  • Colgate Palmolive (India) Ltd.

  • NRB Bearings Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Procter & Gamble Hygiene and Health Care Ltd.

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  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Household & Personal Products

  • Cement & Construction Materials

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - Investment

  • Insurance

  • Cigarettes/Tobacco

  • Bank - Public

  • Paints

  • Finance - NBFC

  • Power Generation/Distribution

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Retailing

  • Diversified

  • Finance - Asset Management

  • Castings/Forgings

  • Automobile Two & Three Wheelers

  • Gas Transmission/Marketing

  • Footwear

  • Tyres & Allied

  • Abrasives

  • Breweries & Distilleries

  • Trading

  • Fertilizers

  • BPO/ITeS

  • Consumer Food

  • Engineering - Industrial Equipments

  • Bearings

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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 ₹64.17 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 ₹0.27(0.34%)yesterday to ₹80.36.

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

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

Fund Manager

  • Cash

  • Equity

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