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  • Taurus Tax Shield fund (Growth)
Taurus Mutual Fund

Taurus Tax Shield fund (Growth)

EquityTax Saving

117.26

NAV (Oct 21)

14.5%
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).

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

86 Cr. Negligible within the category

Category View

Superior. The category has a superior 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.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

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

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Historical NAV

117.26

NAV (Oct 21)

Fund Returns

Last 1Y
43.4%
Last 3Y
17.3%
Last 5Y
14.5%
Last 10Y
13.9%
Since Inception
11.9%
6 Month CAGR
24.9%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.45
Launched (25y ago)
Mar 31, 1996
AUM in Crores
85.581
ISIN
INF044D01AC9
Lock-in
3
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
500
Lumpsum Min.
500
Fund Managers
user-avatar

Ankit Tikmany

Fund Manager

user-avatar

Prasanna Pathak

Fund Manager

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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.

build-long-item-wealth-img

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.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 570 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

    17.3%

    11.9%

    21.2%

    11.5%

    14.6%

    10.4%

    17.2%

    11.2%

    21.2%

    11.5%

    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
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    01

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    Create an Account

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    03

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    04

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Taurus Tax Shield fund (G)

    About Taurus Tax Shield fund (G)

    Taurus Tax Shield fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 11.9% over a period of 25 years. . The fund is managed by Taurus Asset Management Company Limited. The fund managers are Ankit Tikmany, Prasanna Pathak

    Taurus Tax Shield fund (G) Investment Objective

    To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares,besides tax benefits. . However, there is no assurance that the objective of the scheme will be realized.

    Taurus Tax Shield fund (G) NAV,AUM,Risk

    The Taurus Tax Shield fund (G) fund was launched on Mar 31, 1996. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-21 is ₹117.26. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹85.581. The category risk of the Taurus Tax Shield fund (G) fund is Very High Risk. The fund charges 2.45 % as expense ratio.

    Taurus Tax Shield fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.7% in this asset class. The top three holdings of the fund are , icici bank ltd , reliance industries ltd , hdfc bank ltd , infosys ltd , state bank of india , net receivable / payable , tata consultancy services ltd , housing development finance corp ltd , kotak mahindra bank ltd , axis bank ltd , larsen & toubro ltd , itc ltd , ramco cements ltd , ultratech cement ltd , bharti airtel ltd , voltas ltd , coromandel international ltd , central depository services (india) ltd , mahindra & mahindra financial services ltd , oracle financial services software ltd , maruti suzuki india ltd , indian energy exchange ltd , sun pharmaceuticals industries ltd , jubilant ingrevia ltd ordinary shares , hdfc asset management company limited , aurobindo pharma ltd , tata chemicals ltd , computer age management services ltd ordinary shares , steel authority of india ltd , city union bank ltd , bajaj finance ltd , moil ltd , aditya birla fashion and retail ltd , sumitomo chemical india ltd ordinary shares , the federal bank ltd , aia engineering ltd , info edge (india) ltd , hindustan unilever ltd , rhi magnesita india ltd , asian paints ltd , dhanuka agritech ltd , galaxy surfactants ltd , jindal steel & power ltd , bajaj auto ltd , vrl logistics ltd , hindustan zinc ltd , hdfc life insurance company limited , gujarat gas ltd , ge t&d india ltd , graphite india ltd , tata motors ltd , mindtree ltd , ge power india ltd , hcl technologies ltd , pnc infratech ltd , pi industries ltd , heg ltd , ncc ltd , nmdc ltd , larsen & toubro infotech ltd , granules india ltd

    Taurus Tax Shield fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Taurus Tax Shield fund (G) Investment volatility and Horizon

    This fund 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 200 India TR INR

    Taurus Tax Shield fund (G) Review

    Taurus Tax Shield fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Taurus Tax Shield fund (G) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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