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).
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Neutral
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.?
NAV (Dec 2)
6 Month CAGR
To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares,besides tax benefits.
Launched (26y ago)
Mar 31, 1996
AUM in Crores
S&P BSE 500 India TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
net receivable / payable9.2%
hcl technologies ltd7.7%
bajaj holdings and investment ltd7.3%
housing development finance corp ltd7.2%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,865 cr
₹ 10,427 cr
₹ 15,580 cr
₹ 10,427 cr
₹ 15,580 cr
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|
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).
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.