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Taurus Tax Shield (G)

PLAN: Regular OPTIONS: Growth
54.570 0.76 (1.37%)

NAV as on 02 Dec, 2016

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Taurus Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 02 Dec, 2016)

Period Returns (%) Rank #
1 mth -6.1 35
3 mth -7.9 80
6 mth 2.0 68
1 year 4.1 59
2 year 1.6 62
3 year 13.3 76
5 year 11.4 43

# Moneycontrol Rank within 105 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -6.9 - - - -
2015 6.3 -2.9 -5.5 1.6 1.8
2014 4.8 18.1 4.0 5.1 35.0
2013 -9.6 -0.9 -4.9 13.5 -0.7
2012 9.8 1.6 8.5 4.7 28.4
2011 -7.5 -1.8 -10.0 -4.7 -22.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -6.1 -7.9 2.0 4.1 1.6 13.3 11.4
Category avg -6.7 -6.8 3.5 5.1 3.2 15.2 11.4
Difference of Fund returns and Category returns 0.6 -1.1 -1.5 -1.0 -1.6 -1.9 0.0
Best of category 2.8 -1.8 11.2 18.0 17.2 29.1 21.0
Worst of category -9.4 -10.4 -7.3 -10.8 -4.0 5.0 6.5
Benchmark returns # -5.7 -7.5 0.9 3.6 -0.1 12.1 11.4
Difference of Fund returns and Benchmark returns -0.4 -0.4 1.1 0.5 1.7 1.2 0.0
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 31, 1996
Benchmark S&P BSE 200
Asset Size (Rs cr) 56.92 (Sep-30-2016)
Minimum Investment Rs.500
Last Dividend Rs.3.50 (Dec-23-2005) View Dividend History
Bonus N.A.
Fund Manager Sadanand Shetty
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office AML Center 1, Gr. floor, Mahakali Caves Road, Andheri (E), Mumbai, 400093
Tel. No. 66242700
Fax No. 022-66242777
Email customercare@taurusmutualfund.com
Website http://www.taurusmutualfund.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 2
9,518.03 -8.2 -1.4 2.1 22.1 20.8
Axis Long Term Equity - Direct (G) Not Ranked
505.95 -8.0 -0.8 3.3 23.6 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,324.76 -5.4 6.7 5.2 25.8 21.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
286.90 -5.2 7.1 6.0 26.8 --
HDFC Tax Saver (G) Rank 5
4,916.70 -2.4 9.6 6.6 17.8 14.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 3.36 5.89
HDFC Banking/Finance 2.91 5.10
Infosys Technology 2.68 4.70
ITC Tobacco 2.35 4.13
Reliance Oil & Gas 2.32 4.07
ICICI Bank Banking/Finance 2.14 3.74
Piramal Enter Pharmaceuticals 2.11 3.69
Maruti Suzuki Automotive 1.95 3.41
L&T Finance Banking/Finance 1.93 3.39
HPCL Oil & Gas 1.92 3.37

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 28.68 27.50 21.77
Oil & Gas 11.84 13.74 9.52
Automotive 11.28 12.24 5.18
Pharmaceuticals 8.19 10.27 6.86
Technology 8.13 10.87 9.72
Engineering 4.45 6.97 3.67

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 99.76
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.24

View All

Concentration

Holdings (%)
Top 5 23.89
Top 10 41.49
Sector (%)
Top 3 51.80

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