loader2
Partner With Us NRI

May 24, 2022


Category

ELSS

AUM (Cr.)

63.52

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.44

Sharpe Ratio

12.15

Beta Ratio

0.00

Fund Manager

Prasanna Pathak

Inception Date

Apr 12, 1996

Risk Level

Very High

Investment Objective

Aims at providing Long term Capital appreciation over the life of scheme by investing predominantly in equities

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Taurus Tax Shield (G) -6.19 -5.32 4.58 10.02 10.32 11.49
Benchmark - S&P BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST ELSS/TAX SAVER FUNDS -7.64 -9.35 8.1 14.06 11.23 13.68
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram LT Tax Advantage Fund - Sr.I (G) 20.0918 -0.13 8.98 13.27 10.42 17.24 1.36 500.00 invest
Sundaram LT Tax Advantage Fund - Sr.II (G) 21.8616 -0.14 8.89 13.64 10.84 11.37 1.38 500.00 invest
Aditya Birla SL Tax Relief `96 (G) 37.4600 -0.21 -3.05 6.08 7.70 13,735.60 1.80 500.00 invest
Sundaram Diversified Equity (G) 136.2098 -0.26 8.28 9.40 8.05 1,848.90 2.12 100.00 invest
HDFC Tax Saver Fund (IDCW) 50.7160 -97.73 14.79 9.20 7.57 9,184.77 1.82 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Apr 30, 2022 4.00 6.30 -2.06
Equity-St Bk of India Apr 30, 2022 2.50 3.94 0.63
Equity-DLF Apr 30, 2022 2.18 3.44 28.35
Equity-Adani Ports Apr 30, 2022 2.11 3.32 10.62
Equity-Kotak Mah. Bank Apr 30, 2022 2.07 3.26 -11.69
Equity-Sun Pharma.Inds. Apr 30, 2022 2.05 3.22 11.25
Equity-H D F C Apr 30, 2022 1.98 3.12 -9.53
Equity-CRISIL Apr 30, 2022 1.97 3.10 12.32
Equity-Dalmia BharatLtd Apr 30, 2022 1.97 3.10 133.08
Equity-Kennametal India Apr 30, 2022 1.96 3.08 55.90

latest news

Taurus Mutual Fund Announces Change in Fund Manager and Key Personnel

Taurus Mutual Fund has announced that Hardik Shah has been appointed as Fun...

May 23, 2022 09:24

Taurus Mutual Fund Announces Change in Fund Manager and Key Personnel

Taurus Mutual Fund has announced that Ramneek Kundra has been appointed as ...

May 02, 2022 09:41

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Parul Gupta has been appointed as the...

Apr 19, 2022 12:28

Taurus MF Announces Appointment of Director

Taurus Mutual Fund has announced that Ravinder Kumar has been appointed as ...

Apr 19, 2022 12:21

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Jincy Mariam John has been appointed ...

Feb 03, 2022 12:43

Taurus MF Announces change in benchmark index under two schemes

Taurus Mutual Fund has announced change the benchmark index for the followi...

Dec 02, 2021 13:46

SCHEME DETAILS

AMC Name : Taurus Mutual Fund
Fund Name : Taurus Tax Shield (G)
Contact Persone : Prasanna Pathak
Registered Address : Ground Floor, AML Centre-1, 8 MahalIndustrial Estate, MahakaliCaves Road, Andheri-East, Mumbai-93.
Telephone No : +91 22 6624 2700
Fax No. : +91 22 6624 2751 - 2752.
Email : customercare:taurusmutualfund.com
Website : www.taurusmutualfund.com