Taurus Tax Shield - Growth - Direct Plan

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  • (-0.57%)Nav, as on 06-12-2019

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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 0.80 10.63 7.89 14.30 9.61 11.91
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI N/A N/A N/A N/A N/A N/A

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 7.89 14.30 9.61 1.96 66.22
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 15.88 17.43 12.20 0.92 21,492.33
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 1.40 4.78 3.23 1.28 10,673.58
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 7.04 14.16 11.02 1.06 9,814.16
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 5.35 8.57 5.06 1.39 7,414.24
SBI MAGNUM TAXGAIN SCHEME 1993 - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 6.51 8.76 6.21 1.31 7,358

Fund Holdings as on 31-October-2019

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • ICICI Bank Ltd.

  • Larsen & Toubro Ltd.

  • Tata Consultancy Services Ltd.

  • Kotak Mahindra Bank Ltd.

  • Infosys Ltd.

  • Hindustan Unilever Ltd.

  • Housing Development Finance Corporation Ltd.

  • Axis Bank Ltd.

  • ITC Ltd.

  • State Bank of India

  • HDFC Life Insurance Company Ltd.

  • Bajaj Finserv Ltd.

  • HDFC Asset Management Company Ltd.

  • Bajaj Finance Ltd.

  • Voltas Ltd.

  • Net Receivable / Payable

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Asian Paints Ltd.

  • Pfizer Ltd.

  • HeidelbergCement India Ltd.

  • Power Grid Corporation of India Ltd.

  • Hero MotoCorp Ltd.

  • Ultratech Cement Ltd.

  • Whirlpool of India Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • Alkem Laboratories Ltd.

  • Info Edge (India) Ltd.

  • Avenue Supermarts Ltd.

  • NIIT Technologies Ltd.

  • Gujarat State Petronet Ltd.

  • Trent Ltd.

  • Kansai Nerolac Paints Ltd.

  • 3M India Ltd.

  • ICICI Prudential Life Insurance Company Ltd.

  • Relaxo Footwears Ltd.

  • GE Power India Ltd.

  • CESC Ltd.

  • SRF Ltd.

  • Bharat Petroleum Corporation Ltd.

  • IFB Industries Ltd.

  • SKF India Ltd.

  • MRF Ltd.

  • Blue Star Ltd.

  • Grindwell Norton Ltd.

  • Sundram Fasteners Ltd.

  • Wipro Ltd.

  • ACC Ltd.

  • Procter & Gamble Hygiene and Health Care Ltd.

  • Nestle India Ltd.

  • Thermax Ltd.

  • Mahanagar Gas Ltd.

  • Reliance Nippon Life Asset Management Ltd.

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  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Insurance

  • Cement & Construction Materials

  • Finance - Housing

  • Cigarettes/Tobacco

  • Bank - Public

  • Finance - Asset Management

  • Paints

  • Air Conditioners

  • Finance - Investment

  • Power Generation/Distribution

  • Finance - NBFC

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Miscellaneous

  • Diversified

  • Automobile Two & Three Wheelers

  • Gas Transmission/Marketing

  • Castings/Forgings

  • BPO/ITeS

  • Footwear

  • Bearings

  • Tyres & Allied

  • Abrasives

  • Trading

  • Consumer Food

  • Engineering - Industrial Equipments

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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 ₹66.22 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 down ₹-0.48(-0.57%)yesterday to ₹83.9.

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

The Taurus Tax Shield is managed by Naresh Kumar .

Fund House Contact

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

022-66242700
022-66242751/52

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