Fund Performance
Lumpsum
SIP
23.40
as on 20 Mar 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,792 today.
NAV Performance
Fund Information
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₹ 117.320
as on 20 Mar 2023 -
Regular - Growth
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-
-
₹ 500
-
₹ 64 Cr.
as on 31 Dec 2021 -
2.44%
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31 Mar 1996
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S&P BSE 500 TRI
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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 ₹ 117.320 as on 20 Mar 2023.
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
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About 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 | -1.85% | -2.07% | 1.37% | 17.83% | 32.94% | 47.61% | 20.32% | 21.23% | 7.73% | 9.64% | 24.20% | 24.36% | 20.92% |
| Category Average | -3.99% | -6.98% | -5.76% | -0.11% | 9.60% | 24.87% | 9.96% | 14.33% | -2.05% | 1.66% | 12.23% | 11.73% | 12.15% |
| Taurus Tax Shield | -1.85%₹ 9,815 | -2.07%₹ 9,792 | 1.37%₹ 10,137 | 6.21%₹ 10,621 | 7.73%₹ 12,493 | 10.89%₹ 12,299 | 7.03%₹ 25,772 | 23.40%₹ 18,792 | 13.53%₹ 44,018 | 9.69%₹ 15,881 | 11.64%₹ 80,360 | 12.73%₹ 33,169 | 11.77%₹ 2,21,291 |
| DSP Tax Saver Fund | -3.92%₹ 9,608 | -6.78%₹ 9,322 | -5.32%₹ 9,468 | -0.34%₹ 9,966 | -1.80%₹ 11,883 | 10.60%₹ 12,235 | 2.08%₹ 24,520 | 27.39%₹ 20,673 | 13.76%₹ 44,164 | 12.19%₹ 17,782 | 13.72%₹ 84,598 | 16.25%₹ 45,098 | 13.97%₹ 2,48,850 |
| Mirae Asset Tax Saver Fund | -4.16%₹ 9,583 | -7.15%₹ 9,285 | -5.56%₹ 9,443 | -2.17%₹ 9,782 | -3.81%₹ 11,752 | 8.12%₹ 11,692 | 0.24%₹ 24,060 | 28.24%₹ 21,088 | 12.52%₹ 43,382 | 13.51%₹ 18,849 | 13.82%₹ 84,804 | - | - |
| Quant Tax Plan | -2.38%₹ 9,762 | -12.38%₹ 8,761 | -12.64%₹ 8,736 | 2.55%₹ 10,255 | -6.49%₹ 11,577 | 19.30%₹ 14,238 | 4.42%₹ 25,109 | 47.61%₹ 32,165 | 24.20%₹ 51,126 | 20.32%₹ 25,226 | 24.37%₹ 1,09,622 | 21.23%₹ 68,647 | 20.92%₹ 3,61,871 |
| BOI AXA Tax Advantage Fund | -3.80%₹ 9,619 | -8.15%₹ 9,184 | -6.80%₹ 9,319 | -1.35%₹ 9,865 | -1.80%₹ 11,884 | 10.25%₹ 12,157 | 1.04%₹ 24,260 | 27.24%₹ 20,600 | 13.21%₹ 43,818 | 11.87%₹ 17,524 | 15.28%₹ 87,920 | 15.87%₹ 43,650 | 14.44%₹ 2,55,236 |
| Canara Robeco Equity Tax Saver Fund | -4.39%₹ 9,560 | -7.20%₹ 9,279 | -7.06%₹ 9,293 | -1.71%₹ 9,829 | -3.35%₹ 11,782 | 8.22%₹ 11,715 | 0.54%₹ 24,134 | 25.86%₹ 19,935 | 11.92%₹ 43,009 | 14.18%₹ 19,416 | 13.90%₹ 84,983 | 14.75%₹ 39,598 | 13.70%₹ 2,45,284 |
Portfolio Holdings
Top Sector Holdings of Taurus Tax Shield
| Name of Sector | Holding Percentage | Holding 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 Stocks | Holding Percentage | Holding 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 Type | Holding Percentage |
|---|---|
| Net Receivables | 2.94% |