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Taurus Tax Shield

Taurus Tax Shield

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.16

as on 30 Nov 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,889 today.

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NAV Performance

Taurus Tax Shield performance graph for last 3 years
Performance of Taurus Tax Shield for last 3 Years

Fund Information

  • ₹ 120.290

    as on 30 Nov 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 64 Cr.

    as on 31 Dec 2021
  • 2.44%

  • 31 Mar 1996

  • Equity - ELSS

  • S&P BSE 500 TRI

  • Taurus Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Taurus Tax Shield is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 31 Mar 1996. This fund is offered by one of the top AMC (Assets Management Company) Taurus Mutual Fund. You can also view here all other Equity funds offered by Taurus Mutual Fund.

Latest NAV of the fund is ₹ 120.290 as on 30 Nov 2022.

This fund has 26 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.44%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

Aims at providing long term capital appreciation over the life of scheme by investing predominantly in equities.

List of Fund Managers of Taurus Tax Shield

  • About Ankit Tikmany

    Picture of Ankit  Tikmany

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.15% 7.27% 17.54% 17.83% 43.13% 38.11% 22.24% 20.77% 26.41% 28.56% 41.73% 31.87% 24.34%
Category Average 3.36% 4.00% 12.19% 7.93% 22.15% 17.28% 11.12% 14.66% 15.32% 14.57% 21.14% 16.28% 14.56%
Taurus Tax Shield 3.11%₹ 10,311 6.90%₹ 10,689 11.76%₹ 11,176 10.53%₹ 11,052 16.71%₹ 13,062 17.61%₹ 13,850 13.28%₹ 27,401 14.16%₹ 14,889 17.73%₹ 46,771 10.25%₹ 16,290 13.56%₹ 84,316 12.33%₹ 32,009 12.87%₹ 2,34,781
DSP Tax Saver Fund 4.33%₹ 10,433 5.09%₹ 10,508 12.77%₹ 11,276 9.23%₹ 10,922 16.31%₹ 13,037 24.57%₹ 15,546 15.60%₹ 28,013 18.65%₹ 16,718 22.98%₹ 50,328 12.90%₹ 18,352 18.29%₹ 94,716 16.56%₹ 46,327 16.43%₹ 2,84,194
Mirae Asset Tax Saver Fund 5.15%₹ 10,514 4.34%₹ 10,433 10.63%₹ 11,063 6.12%₹ 10,611 13.58%₹ 12,867 22.00%₹ 14,908 13.68%₹ 27,505 19.58%₹ 17,115 22.29%₹ 49,848 14.57%₹ 19,746 18.80%₹ 95,905 - -
Quant Tax Plan 3.12%₹ 10,312 6.92%₹ 10,692 17.54%₹ 11,754 17.49%₹ 11,749 25.78%₹ 13,619 43.13%₹ 20,545 28.56%₹ 31,510 38.11%₹ 26,388 41.73%₹ 64,500 22.24%₹ 27,304 31.87%₹ 1,31,189 20.77%₹ 66,090 24.34%₹ 4,35,941
BOI AXA Tax Advantage Fund 3.29%₹ 10,328 5.04%₹ 10,503 15.28%₹ 11,527 4.63%₹ 10,463 14.81%₹ 12,944 23.07%₹ 15,171 14.67%₹ 27,766 23.88%₹ 19,034 23.50%₹ 50,688 13.26%₹ 18,647 19.96%₹ 98,657 16.12%₹ 44,593 16.87%₹ 2,91,108
Canara Robeco Equity Tax Saver Fund 3.53%₹ 10,352 3.05%₹ 10,305 12.60%₹ 11,260 6.44%₹ 10,644 13.86%₹ 12,884 22.67%₹ 15,073 14.01%₹ 27,592 21.55%₹ 17,976 22.06%₹ 49,691 15.85%₹ 20,876 19.10%₹ 96,594 15.23%₹ 41,297 16.17%₹ 2,80,271

Portfolio Holdings

Portfolio holdings pattern of Taurus Tax Shield as on 01 Dec 2022 are listed below:

  • Equity Holdings:

    97.06%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.94%

Top Sector Holdings of Taurus Tax Shield

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.28% ₹ 13.62 Cr.
Computers - Software 6.98% ₹ 4.54 Cr.
Refineries/Marketing 6.60% ₹ 4.29 Cr.
Engineering, designing, construction 4.95% ₹ 3.22 Cr.
Pharmaceuticals 4.46% ₹ 3.14 Cr.
Others 56.73% -

Top Stock Holdings of Taurus Tax Shield

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.44% ₹ 4.84 Cr.
Reliance Industries Ltd. 6.60% ₹ 4.29 Cr.
Infosys Ltd. 5.96% ₹ 3.88 Cr.
Housing Development Finance Corporation Ltd. 4.35% ₹ 2.83 Cr.
Larsen & Toubro Ltd. 4.03% ₹ 2.62 Cr.
Others 71.62% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.94%