Taurus Tax Shield - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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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- Regular Plan - Growth Option -1.62 0.63 49.77 7.18 13.51 11.27
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI -1.58 2.86 66.31 12.10 15.05 10.69

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- Regular Plan - Growth Option Mar 31, 1996 49.77 7.18 13.51 2.51 74.85
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 53.51 12.32 15.31 1.61 27,870
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 45.97 6.23 12.23 1.73 13,647.28
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 62.55 1.03 7.29 1.75 11,219.23
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 60.85 8.62 11.11 1.94 9,257.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 60.09 10.56 12.91 1.82 8,310.40

Fund Holdings as on 31-March-2021

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Infosys Ltd.

  • Reliance Industries Ltd.

  • Tata Consultancy Services Ltd.

  • Net Receivable / Payable

  • Bharti Airtel Ltd.

  • Housing Development Finance Corporation Ltd.

  • Kotak Mahindra Bank Ltd.

  • Larsen & Toubro Ltd.

  • HDFC Life Insurance Company Ltd.

  • Axis Bank Ltd.

  • State Bank of India

  • Coromandel International Ltd.

  • Voltas Ltd.

  • Hindustan Unilever Ltd.

  • The Ramco Cements Ltd.

  • HCL Technologies Ltd.

  • Ultratech Cement Ltd.

  • Maruti Suzuki India Ltd.

  • ITC Ltd.

  • Grindwell Norton Ltd.

  • Asian Paints Ltd.

  • Carborundum Universal Ltd.

  • Galaxy Surfactants Ltd.

  • Graphite India Ltd.

  • AIA Engineering Ltd.

  • MindTree Ltd.

  • Bharat Petroleum Corporation Ltd.

  • MOIL Ltd.

  • HEG Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Narayana Hrudayalaya Ltd.

  • PNC Infratech Ltd.

  • Godrej Properties Ltd.

  • Tata Consumer Products Ltd.

  • Exide Industries Ltd.

  • Kalpataru Power Transmission Ltd.

  • Gujarat Gas Ltd.

  • KPIT Technologies Ltd.

  • Escorts Ltd.

  • PI Industries Ltd.

  • Rallis India Ltd.

  • Jindal Steel & Power Ltd.

  • Bajaj Finance Ltd.

  • The Federal Bank Ltd.

  • Cipla Ltd.

  • Hindalco Industries Ltd.

  • City Union Bank Ltd.

  • JK Lakshmi Cement Ltd.

  • Bajaj Finserv Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd.

  • CRISIL Ltd.

  • Hero MotoCorp Ltd.

  • NCC Ltd.

  • Oil India Ltd.

  • Capacit'e Infraprojects Ltd.

  • Finolex Cables Ltd.

  • Tata Motors Ltd.

  • Bajaj Auto Ltd.

  • NMDC Ltd.

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  • Bank - Private

  • IT - Software

  • Refineries

  • Miscellaneous

  • Cement & Construction Materials

  • Engineering - Construction

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Finance - Housing

  • Fertilizers

  • Abrasives

  • Insurance

  • Bank - Public

  • Air Conditioners

  • Electrodes & Welding Equipment

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Paints

  • Construction - Real Estate

  • Mining & Minerals

  • Engineering - Industrial Equipments

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Consumer Food

  • Batteries

  • Transmission Towers / Equipments

  • Trading

  • Automobiles-Tractors

  • Steel/Sponge Iron/Pig Iron

  • Finance - NBFC

  • Metal - Non Ferrous

  • Finance - Investment

  • Retailing

  • Ratings

  • Oil Exploration

  • Cable

  • Automobiles-Trucks/Lcv

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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 31-Mar-1996 and currently has an AUM of ₹74.85 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 ₹0.29(0.3%)yesterday to ₹95.75.

Among its top 3 holdings the fund has exposure to HDFC Bank 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