Taurus Tax Shield - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 1.94 7.23 9.28 13.57 8.96 11.23
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 2.35 7.29 12.73 14.03 9.40 9.93

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 9.28 13.57 8.96 2.48 67.80
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 21.62 17.66 10.89 1.68 21,472.82
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 4.88 4.68 3.44 1.92 10,813.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 8.16 12.48 9.49 1.97 10,029.20
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 5.11 7.27 5.25 1.97 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 6.31 8.38 6.00 1.86 7,370.28

Fund Holdings as on 31-December-2019

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • Housing Development Finance Corporation Ltd.

  • Kotak Mahindra Bank Ltd.

  • Tata Consultancy Services Ltd.

  • HDFC Life Insurance Company Ltd.

  • State Bank of India

  • Larsen & Toubro Ltd.

  • Bajaj Finserv Ltd.

  • Infosys Ltd.

  • Axis Bank Ltd.

  • Bajaj Finance Ltd.

  • Net Receivable / Payable

  • ITC Ltd.

  • Hindustan Unilever Ltd.

  • HDFC Asset Management Company Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • ICICI Prudential Life Insurance Company Ltd.

  • Trent Ltd.

  • Voltas Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • Asian Paints Ltd.

  • Godrej Properties Ltd.

  • Mahanagar Gas Ltd.

  • Oberoi Realty Ltd.

  • JSW Steel Ltd.

  • Alkem Laboratories Ltd.

  • Inox Leisure Ltd.

  • Pfizer Ltd.

  • Relaxo Footwears Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Gujarat Gas Ltd.

  • SKF India Ltd.

  • Info Edge (India) Ltd.

  • SBI Life Insurance Company Ltd.

  • HeidelbergCement India Ltd.

  • CESC Ltd.

  • 3M India Ltd.

  • Kansai Nerolac Paints Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • Gujarat State Petronet Ltd.

  • Tech Mahindra Ltd.

  • Lupin Ltd.

  • DLF Ltd.

  • Karur Vysya Bank Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Ultratech Cement Ltd.

  • Grindwell Norton Ltd.

  • Avenue Supermarts Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Reliance Nippon Life Asset Management Ltd.

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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 ₹67.80 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 ₹-0.03(-0.04%)yesterday to ₹83.02.

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

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