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 5.94 7.89 4.71 14.70 10.69 11.36
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 10.22 13.25 10.03 20.42 14.00 11.22

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 Unrated 4.71 14.70 10.69 2.44 60.58
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 10.18 17.45 6.11 1.77 11,740.98
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 8.96 19.18 11.21 1.77 10,745.61
DSP Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 4.66 20.00 13.42 1.76 9,966.02
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth Feb 02, 2009 7.30 22.73 16.41 1.92 3,957.26
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth Dec 26, 2008 10.77 23.90 14.18 1.97 3,692.39

Fund Holdings as on 31-July-2022

  • Net Receivable / Payable

  • Housing Development Finance Corporation Ltd.

  • ICICI Bank Ltd.

  • ITC Ltd.

  • Bajaj Holdings & Investment Ltd.

  • HCL Technologies Ltd.

  • Larsen & Toubro Ltd.

  • Tech Mahindra Ltd.

  • Axis Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Wipro Ltd.

  • HDFC Bank Ltd.

  • Gujarat Pipavav Port Ltd.

  • Bajaj Auto Ltd.

  • Narayana Hrudayalaya Ltd.

  • Motilal Oswal Financial Services Ltd.

  • Mahindra Logistics Ltd.

  • Balkrishna Industries Ltd.

  • Cipla Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • CRISIL Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • FDC Ltd.

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Fund Manager

  • Education:M.Sc
  • Experience:
  • Basic Details:Mr. Kundra began his career as a Sales Manager in 2009 while working at HDFC Bank. Then he worked at an advertising technology startup in New York after his MS. There, he built financial models that helped the startup raise funding from The Walt Disney Company and Right Side Capital Management.He has been managing his personal portfolio since 2014. He writes regularly and shares his thoughts on investing viaTwitter.
  • Funds Managed:
  • Taurus Tax Shield
  • 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 ₹60.58 crore. Taurus Tax Shield is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Taurus Tax Shield ended down ₹-0.09(-0.08%)yesterday to ₹112.32.

Among its top 3 holdings the fund has exposure to Net Receivable / Payable, and

The Taurus Tax Shield is managed by Ramneek Kundra .

Fund House Contact

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

022-66242700
022-66242751/52