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  • Taurus Mutual Fund
  • Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A)
Taurus Mutual Fund

Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A)

EquityTax Saving

54.6

NAV (Jan 18)

15.8%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

66 Cr. Negligible within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

54.6

NAV (Jan 18)

Fund Returns

Last 1Y

24.2%

Last 3Y

15.9%

Last 5Y

15.8%

Last 10Y

14.3%

Since Inception

11.1%

6 Month CAGR

10.2%

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Scheme Information

Investment Objective

To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares,besides tax benefits.

Expense Ratio

2.44

Launched (14y ago)

May 08, 2008

AUM in Crores

65.040

ISIN

INF044D01997

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Ankit Tikmany

Fund Manager

user-avatar

Prasanna Pathak

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 526 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

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  • tel-amc-about
    022-66242700
  • mail-amc-about
    customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.9%

    11.8%

    19.4%

    11.3%

    12.9%

    10.3%

    22.3%

    7.8%

    15.9%

    11.1%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) Review

    Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 11.1% over a period of 13 years. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Ankit Tikmany, Prasanna Pathak.

    Nav of Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) as of 18/01/2022 is ₹54.60 with the total AUM as of 19/01/2022 is ₹65.04. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) was launched on May 08, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

    Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

    Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 24.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A).

    Frequently Asked Questions

    What is Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A)?

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    Is Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A) good to invest in?

    What is the expense ratio of the Taurus Tax Shield of Income Distribution cum capital withdrawal fund (PIDCW-A)?