Taurus Tax Shield - Growth - Regular Plan

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Fund Overview Growth | Regular 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- Regular Plan - Growth Option -4.88 -7.85 -12.35 7.22 7.99 10.76
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 - TRI -4.11 -6.58 -8.22 8.23 8.34 8.95

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 -12.35 7.22 7.99 2.48 61.56
Axis Long Term Equity Fund - Growth Dec 29, 2009 -5.51 9.54 11.63 1.76 18,952.64
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -20.49 -2.06 3.22 1.73 9,659.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 29, 1996 -14.32 5.94 10.14 2.04 8,416.36
HDFC TaxSaver-Growth Plan Mar 31, 1996 -12.28 4.33 4.83 1.97 6,979.02
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -12.16 2.53 5.19 1.99 6,740.92

Fund Holdings as on 31-July-2019

  • Net Receivable / Payable

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • Tata Consultancy Services Ltd.

  • Infosys Ltd.

  • Housing Development Finance Corporation Ltd.

  • Larsen & Toubro Ltd.

  • State Bank of India

  • ITC Ltd.

  • Axis Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • Hindustan Unilever Ltd.

  • Ultratech Cement Ltd.

  • HDFC Life Insurance Company Ltd.

  • Asian Paints Ltd.

  • Info Edge (India) Ltd.

  • Taj GVK Hotels & Resorts Ltd.

  • Hero MotoCorp Ltd.

  • Power Grid Corporation of India Ltd.

  • DCB Bank Ltd.

  • Lupin Ltd.

  • ACC Ltd.

  • Oberoi Realty Ltd.

  • Century Textiles & Industries Ltd.

  • Ambuja Cements Ltd.

  • HDFC Asset Management Company Ltd.

  • Relaxo Footwears Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • Bajaj Finance Ltd.

  • Gujarat State Petronet Ltd.

  • Rail Vikas Nigam Ltd.

  • Whirlpool of India Ltd.

  • Godrej Industries Ltd.

  • NIIT Technologies Ltd.

  • CESC Ltd.

  • Wipro Ltd.

  • Voltas Ltd.

  • PVR Ltd.

  • Sobha Ltd.

  • IFB Industries Ltd.

  • Bajaj Finserv Ltd.

  • Trent Ltd.

  • Sundram Fasteners Ltd.

  • JK Lakshmi Cement Ltd.

  • Godrej Properties Ltd.

  • GE Power India Ltd.

  • Hindalco Industries Ltd.

  • Coromandel International Ltd.

  • Prestige Estates Projects Ltd.

  • Havells India Ltd.

  • Praj Industries Ltd.

  • Maharashtra Seamless Ltd.

  • NRB Bearings Ltd.

  • Grindwell Norton Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Punjab National Bank

  • Lakshmi Machine Works Ltd.

  • Bajaj Auto Ltd.

  • Thermax Ltd.

  • Balrampur Chini Mills Ltd.

  • HeidelbergCement India Ltd.

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Engineering - Construction

  • Refineries

  • Bank - Public

  • Cement & Construction Materials

  • Finance - Housing

  • Cigarettes/Tobacco

  • Construction - Real Estate

  • Household & Personal Products

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Paints

  • BPO/ITeS

  • Hotel, Resort & Restaurants

  • Diversified

  • Finance - Asset Management

  • Footwear

  • Finance - NBFC

  • Castings/Forgings

  • Gas Transmission/Marketing

  • Chemicals

  • Engineering - Industrial Equipments

  • Film Production, Distribution & Entertainment

  • Air Conditioners

  • Finance - Investment

  • Retailing

  • Trading

  • Metal - Non Ferrous

  • Fertilizers

  • Electric Equipment

  • Steel & Iron Products

  • Bearings

  • Abrasives

  • Textile - Machinery

  • Sugar

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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 ₹61.56 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 ₹0.25(0.35%)yesterday to ₹72.05.

Among its top 3 holdings the fund has exposure to Net Receivable / Payable, ICICI Bank Ltd. and HDFC Bank 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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