Taurus Tax Shield – Direct Growth

Equity · ELSS
 · ★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.78 %
Expense Ratio
★★★
Rating
64
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.4% 19.6% 10.9% 12.9%
Category Average 9.7% 22.9% 12.7% -

Scheme Allocation

By Holding
By Sector
By Asset
8.55%
ITC
5.74%
5.53%
Others
64.92%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 8.55%
HCL Technologies IT - Software Equity 8.29%
Bajaj Holdings Finance Equity 6.97%
ITC Tobacco Products Equity 5.74%
ICICI Bank Banks Equity 5.53%
Tech Mahindra IT - Software Equity 5.33%
Infosys IT - Software Equity 5.22%
Axis Bank Banks Equity 5.14%
Guj Pipavav Port Marine Port & Services Equity 4.63%
ACC Cement Equity 4.5%
Narayana Hrudaya Healthcare Equity 3.89%
Coal India Mining & Mineral products Equity 2.82%
UTI AMC Finance Equity 2.71%
Motil.Oswal.Fin. Stock/ Commodity Brokers Equity 2.24%
Cams Services Miscellaneous Equity 2%
Cipla Pharmaceuticals Equity 1.99%
NMDC Mining & Mineral products Equity 1.81%
Vardhman Textile Textiles Equity 1.71%
Container Corpn. Logistics Equity 1.6%
Jamna Auto Inds. Auto Ancillaries Equity 1.38%
Dr Reddy's Labs Pharmaceuticals Equity 1.04%
Health.Global Healthcare Equity 1%
Mahindra Logis. Logistics Equity 0.94%
I O C L Refineries Equity 0.87%
Divi's Lab. Pharmaceuticals Equity 0.85%
Balkrishna Inds Tyres Equity 0.59%
Rallis India Agro Chemicals Equity 0.32%
Banks
19.22%
IT-Software
18.84%
Debt
9.24%
Finance
6.97%
Capital Markets
6.95%
Others
38.78%
View all Sectors
Sectors Asset
Banks 19.22%
IT-Software 18.84%
Debt 9.24%
Finance 6.97%
Capital Markets 6.95%
Diversified FMCG 5.74%
Healthcare Services 4.89%
Transport Infrastructure 4.63%
Cement & Cement Products 4.5%
Pharmaceuticals & Biotech 3.88%
Cash & Others 3.1%
Consumable Fuels 2.82%
Transport Services 2.54%
Auto Components 1.97%
Minerals & Mining 1.81%
Textiles & Apparels 1.71%
Petroleum Products 0.87%
Fertilisers & Agrochemica 0.32%
Equity
87.66%
Reverse Repos
9.24%
Net Curr Ass/Net Receivables
3.1%
Others
0%

Advance Ratio

0.22
Alpha
3.17
SD
0.72
Beta
0.29
Sharpe

Exit Load

Exit Load Nil

Fund Objective

Aims at providing Long term Capital appreciation over the life of scheme by investing predominantly in equities

Fund Managers

Ramneek Kundra

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Taurus Mutual Fund
AUM:
532 Cr
Address:
Ground Floor, AML Centre-1, 8 Mahal Industrial Estate, Mahakali Caves Road, Andheri-East, Mumbai-93.
Contact:
022-66242700
Email ID:
customercare@taurusmutualfund.com

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Frequently Asked Questions

How to invest in Taurus Tax Shield – Direct Growth ?

You can invest in Taurus Tax Shield – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Taurus Tax Shield – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Taurus Tax Shield – Direct Growth ?

The NAV of Taurus Tax Shield – Direct Growth is ₹142.1 as of 18 August 2023.

How to redeem Taurus Tax Shield – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Taurus Tax Shield – Direct Growth?

The minimum SIP amount of Taurus Tax Shield – Direct Growth is ₹500

What are the top sectors Taurus Tax Shield – Direct Growth has invested in?

The top sectors Taurus Tax Shield – Direct Growth has invested in are
  1. Banks - 19.22%
  2. IT-Software - 18.84%
  3. Debt - 9.24%
  4. Finance - 6.97%
  5. Capital Markets - 6.95%

Can I make investments in both the SIP and Lump Sum schemes of Taurus Tax Shield – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Taurus Tax Shield – Direct Growth based on your investment objective and risk tolerance.

How much returns have Taurus Tax Shield – Direct Growth generated ?

The Taurus Tax Shield – Direct Growth has delivered 12.9% since inception

What is the expense ratio of Taurus Tax Shield – Direct Growth ?

The expense ratio of Taurus Tax Shield – Direct Growth is 1.78 % as of 18 August 2023.

What is the AUM of Taurus Tax Shield – Direct Growth?

The AUM of Taurus Tax Shield – Direct Growth is ₹532 Cr as of 18 August 2023

What are the top stock holdings of Taurus Tax Shield – Direct Growth?

The top stock holdings of Taurus Tax Shield – Direct Growth are
  1. HDFC Bank - 8.55%
  2. HCL Technologies - 8.29%
  3. Bajaj Holdings - 6.97%
  4. ITC - 5.74%
  5. ICICI Bank - 5.53%

How can I redeem my investments in Taurus Tax Shield – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Taurus Tax Shield – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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