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Partner With Us NRI

Oct 03, 2023


Category

ELSS

AUM (Cr.)

65.33

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.45

Sharpe Ratio

25.69

Beta Ratio

0.00

Fund Manager

Anuj Kapil

Inception Date

May 09, 2008

Risk Level

Very High

Investment Objective

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

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Taurus Tax Shield (IDCW) 0.8 15.36 22.53 19.71 12.45 10.99
Benchmark - S&P BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST ELSS/TAX SAVER FUNDS 1.13 20.4 20.49 25.77 16.18 15.16
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
ITI Long Term Equity Fund (G) 16.7359 0.78 24.06 18.89 0.00 198.23 2.30 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 22.3157 0.71 30.57 43.79 20.55 38.41 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.IV (IDCW) 22.3154 0.71 30.57 43.79 20.55 38.41 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.V (IDCW) 21.5062 0.70 28.68 43.23 20.07 32.51 1.41 500.00 invest
HDFC Tax Saver Fund (IDCW) 61.7070 -97.95 23.12 27.53 12.75 11,285.76 1.75 500.00 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
-HCL Technologies Aug 31, 2023 5.65 8.65 0.00
-HDFC Bank Aug 31, 2023 5.28 8.08 0.00
-Bajaj Holdings Aug 31, 2023 4.46 6.83 0.00
-TREPS Aug 31, 2023 4.00 6.12 0.00
-Tech Mahindra Aug 31, 2023 3.73 5.70 0.00
-Infosys Aug 31, 2023 3.59 5.49 0.00
-ITC Aug 31, 2023 3.52 5.38 0.00
-ICICI Bank Aug 31, 2023 3.45 5.28 0.00
-Axis Bank Aug 31, 2023 3.41 5.22 0.00
-Guj Pipavav Port Aug 31, 2023 3.11 4.76 0.00

latest news

Taurus Mutual Fund Announces change in fund managers under its schemes

Taurus Mutual Fund has announced that Mr. Ramneek Kundra as Fund Manager - ...

Aug 11, 2023 10:54

Taurus Mutual Fund Announces change in fund managers under its schemes

Taurus Mutual Fund has announced change in fund management responsibilities...

Jun 19, 2023 11:40

Taurus MF Announces Appointment of Whole time Company Secretary

Taurus Mutual Fund has announced that Ms. Priyanka Walia has been designate...

Mar 03, 2023 10:25

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Mr. Rohit Kumar Chawda has been appoi...

Mar 03, 2023 10:06

Taurus MF Announces Appointment of Key Personnel

Taurus Mutual Fund has announced that Mr. Chaitanya D Kaikini has been appo...

Dec 01, 2022 10:07

Taurus Mutual Fund Announces change in fund managers under its schemes

Taurus Mutual Fund has announced change in fund managers under the followin...

Nov 05, 2022 10:18

SCHEME DETAILS

AMC Name : Taurus Mutual Fund
Fund Name : Taurus Tax Shield (IDCW)
Contact Persone : Anuj Kapil
Registered Address : Ground Floor, AML Centre-1, 8 MahalIndustrial Estate, MahakaliCaves Road, Andheri-East, Mumbai-93.
Telephone No : 022-66242700
Fax No. : 022-66242751/52
Email : customercare:taurusmutualfund.com
Website : www.taurusmutualfund.com