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 (₹)

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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 6.15 -3.21 18.62 14.26 14.92 11.65
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 5.09 -1.91 27.73 19.90 17.62 11.61

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 18.62 14.26 14.92 2.44 65.04
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 20.99 20.64 18.59 1.58 33,784.80
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 10.37 11.38 12.84 1.76 14,462.79
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 34.24 13.34 9.58 1.89 12,023.75
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 25.19 17.30 14.12 1.86 10,911.91
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 29.48 23.96 21.35 1.69 10,660.11

Fund Holdings as on 31-December-2021

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Housing Development Finance Corporation Ltd.

  • Larsen & Toubro Ltd.

  • HDFC Bank Ltd.

  • State Bank of India

  • Kotak Mahindra Bank Ltd.

  • Net Receivable / Payable

  • Sun Pharmaceutical Industries Ltd.

  • Prestige Estates Projects Ltd.

  • Ultratech Cement Ltd.

  • CRISIL Ltd.

  • ITC Ltd.

  • Automotive Axles Ltd.

  • Motilal Oswal Financial Services Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Bharti Airtel Ltd.

  • CESC Ltd.

  • Punjab Chemicals & Crop Protection Ltd.

  • HINDUSTAN OIL EXPLORATION CO.LTD.

  • Balkrishna Industries Ltd.

  • Maruti Suzuki India Ltd.

  • Siemens Ltd.

  • The Ramco Cements Ltd.

  • Ami Organics Ltd.

  • Bajaj Finance Ltd.

  • Sumitomo Chemical India Ltd.

  • Central Depository Services (I) Ltd.

  • Fortis Healthcare Ltd.

  • Tata Motors Ltd.

  • Vedanta Ltd.

  • Thermax Ltd.

  • KNR Constructions Ltd.

  • Axis Bank Ltd.

  • SBI Cards & Payment Services Ltd.

  • Tata Consultancy Services Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Bank of Baroda

  • Dhanuka Agritech Ltd.

  • Voltas Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Kennametal India Ltd.

  • V.S.T Tillers Tractors Ltd.

  • Info Edge (India) Ltd.

  • Jindal Steel & Power Ltd.

  • TeamLease Services Ltd.

  • RHI MAGNESITA INDIA Ltd.

  • TTK Prestige Ltd.

  • Escorts Ltd.

  • Caplin Point Laboratories Ltd.

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  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Finance - NBFC

  • Miscellaneous

  • Construction - Real Estate

  • Ratings

  • Cigarettes/Tobacco

  • Auto Ancillary

  • Finance - Stock Broking

  • Port

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • Oil Exploration

  • Tyres & Allied

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

  • Automobiles-Tractors

  • Automobiles-Trucks/Lcv

  • Metal - Non Ferrous

  • Engineering - Industrial Equipments

  • Retailing

  • Air Conditioners

  • Engineering

  • BPO/ITeS

  • Steel/Sponge Iron/Pig Iron

  • Refractories

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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 ₹65.04 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 ₹-1.85(-1.6%)yesterday to ₹113.5.

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

The Taurus Tax Shield is managed by Ankit Tikmany .

Fund House Contact

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

022-66242700
022-66242751/52