- Mutual Funds
- Taurus Mutual Fund
- Taurus Tax Shield fund (Growth)
Taurus Tax Shield fund (Growth)
₹ 120.71
NAV (Dec 02)
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 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.?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 120.71
NAV (Dec 2)
Fund Returns
Last 1Y | 8.8% |
Last 3Y | 14.4% |
Last 5Y | 10.6% |
Last 10Y | 12.4% |
Since Inception | 11.5% |
6 Month CAGR | 12% |
Scheme Information
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 (26y ago) | Mar 31, 1996 |
AUM in Crores | 63.444 |
ISIN | INF044D01AC9 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 19.9 |
Standard Deviation (5yr) | 17.5 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 0.564 |
Sharpe Ratio (5yr) | 0.365 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
net receivable / payable
9.2%itc ltd
7.7%hcl technologies ltd
7.7%bajaj holdings and investment ltd
7.3%housing development finance corp ltd
7.2%Allocation by Sector
financial services
34.2%technology
18.1%industrials
15.4%healthcare
9.1%consumer defensive
8.6%Compare Taurus Tax Shield fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,865 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr |
About the AMC
Taurus Asset Management Company Limited
Taurus Asset Management Company Limited manages assets worth 548 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.9% | 10.8% | ||
11.3% | 14% | ||
16.9% | 10.8% | ||
16.9% | 10.8% | ||
11.3% | 14% |
Taurus Tax Shield fund (G) Review
Taurus Tax Shield fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 11.5% over a period of 26 years. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Ramneek Kundra.
Nav of Taurus Tax Shield fund (G) as of 12/2/2022 is ₹120.71 with the total AUM as of 12/3/2022 is ₹63.444. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Tax Shield fund (G) was launched on Mar 31, 1996. The category risk of the fund is Very High Risk.
The minimum SIP amount for Taurus Tax Shield fund (G) 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 (G) 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 (G) is rated as a 1 fund in Equity and delivered 8.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Tax Shield fund (G).
Frequently Asked Questions
What is Taurus Tax Shield fund (G)?
How to invest in Taurus Tax Shield fund (G)?
You can invest in Taurus Tax Shield fund (G) 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 (G)?
The minimum sip amount for Taurus Tax Shield fund (G) is ₹500. You can invest in multiples of ₹500.
Is Taurus Tax Shield fund (G) good to invest in?
As per Scripbox experts, Taurus Tax Shield fund (G) is a Not Recommended fund. You can investTaurus Tax Shield fund (G) 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 (G)?
The expense ratio of the Taurus Tax Shield fund (G) is 2.44% for regular plan.