• Mutual Funds
  • Taurus Mutual Fund
  • Taurus Tax Shield fund (PIDCW-A)
Taurus Mutual Fund

Taurus Tax Shield fund (PIDCW-A)

EquityTax Saving

53.3

NAV (Aug 17)

10.4%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

However, Scripbox does not recommend investing in tax saving mutual funds.

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 ->

Fund Size

₹ 61 Cr

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

View all 7 analysis

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Invest in this fund

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

53.3

NAV (Aug 17)

Fund Returns

Last 1Y

5.1%

Last 3Y

15.5%

Last 5Y

10.4%

Last 10Y

12.9%

Since Inception

10.3%

6 Month CAGR

3.1%

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

60.582

ISIN

INF044D01997

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers

Ramneek Kundra

Fund Manager

Ankit Tikmany

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-17

Top Stock Holdings

net receivable / payable

15.6%
15.6%

housing development finance corp ltd

8.6%
8.6%

icici bank ltd

7.6%
7.6%

itc ltd

7%
7%

bajaj holdings and investment ltd

6.4%
6.4%
See all holdings

Allocation by Sector

financial services

34.7%
34.7%

technology

18.6%
18.6%

industrials

11%
11%

healthcare

7.9%
7.9%

consumer defensive

7%
7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 14,233 cr

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 524 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

amc-img

  • 022-66242700
  • customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.4%

    13.2%

    12.4%

    13.3%

    12.4%

    13.3%

    15.5%

    11.4%

    15.1%

    10.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Taurus Tax Shield fund (PIDCW-A) Review

    Taurus Tax Shield fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 10.3% over a period of 14 years. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Ankit Tikmany, Ramneek Kundra.

    Nav of Taurus Tax Shield fund (PIDCW-A) as of 8/17/2022 is ₹53.30 with the total AUM as of 8/18/2022 is ₹60.582. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Tax Shield 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 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 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 fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 5.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Tax Shield fund (PIDCW-A).

    Frequently Asked Questions

    What is Taurus Tax Shield fund (PIDCW-A)?

    Taurus Tax Shield fund (PIDCW-A) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Taurus Tax Shield fund (PIDCW-A)?

    You can invest in Taurus Tax Shield fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Taurus Tax Shield fund (PIDCW-A)?

    The minimum sip amount for Taurus Tax Shield fund (PIDCW-A) is ₹500. You can invest in multiples of ₹500.

    Is Taurus Tax Shield fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Taurus Tax Shield fund (PIDCW-A) is a Not Recommended fund. You can investTaurus Tax Shield fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Taurus Tax Shield fund (PIDCW-A)?

    The expense ratio of the Taurus Tax Shield fund (PIDCW-A) is 2.44% for regular plan.