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  • Taurus Mutual Fund
  • Taurus Tax Shield fund (Growth)
Taurus Mutual Fund

Taurus Tax Shield fund (Growth)

EquityTax Saving

117.63

NAV (Mar 22)

9.8%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

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 ->

Fund Size

Poor

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

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

117.63

NAV (Mar 22)

Fund Returns

Last 1Y

6.1%

Last 3Y

23.5%

Last 5Y

9.8%

Last 10Y

12.9%

Since Inception

11.3%

6 Month CAGR

2.3%

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 (27y ago)

Mar 31, 1996

AUM in Crores

59.825

ISIN

INF044D01AC9

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

19.7

Standard Deviation (5yr)

17.4

Beta (3yr)

0.84

Beta (5yr)

0.86

Sharpe Ratio (3yr)

0.578

Sharpe Ratio (5yr)

0.309

YTM

0

Fund Managers

Ramneek Kundra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Tax Shield fund (Growth)70%930,779 198,1679.8%
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 2023-03-22

Top Stock Holdings

net receivable / payable

12.9%
12.9%

itc ltd

9.3%
9.3%

tech mahindra ltd

8.6%
8.6%

hcl technologies ltd

8.6%
8.6%

housing development finance corp ltd

8.3%
8.3%
See all holdings

Allocation by Sector

financial services

30.5%
30.5%

technology

18.6%
18.6%

industrials

10.6%
10.6%

healthcare

9.4%
9.4%

consumer defensive

9.3%
9.3%
See all sectors

Compare Taurus Tax Shield fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 512 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

    25.5%

    9.7%

    25.6%

    9.7%

    25.5%

    9.7%

    21%

    12.6%

    25.9%

    7.2%

    Taurus Tax Shield fund (G) Review

    Taurus Tax Shield fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 11.3% 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 3/22/2023 is ₹117.63 with the total AUM as of 3/23/2023 is ₹59.825. 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 6.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Tax Shield fund (G).

    Frequently Asked Questions

    What is Taurus Tax Shield fund (G)?

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

    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.