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Taurus Tax Shield (G)

PLAN: Regular OPTIONS: Growth
54.720 0.93 (1.67%)

NAV as on 20 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 Mar 2014) 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 20 Apr, 2015)

Period Returns (%) Rank #
1 mth -0.5 40
3 mth 0.4 27
6 mth 10.6 66
1 year 33.9 76
2 year 23.1 77
3 year 18.8 43
5 year 11.1 35

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.3 - - - -
2014 4.8 18.1 4.0 5.1 -
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
2010 -2.3 4.5 17.2 -3.5 18.0

View where it stands within its peers

* Returns over 1 year are Annualised

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 -0.5 0.4 10.6 33.9 23.1 18.8 11.1
Category avg -0.4 -1.0 12.5 39.9 27.2 19.7 10.6
Difference of Fund returns and Category returns -0.1 1.4 -1.9 -6.0 -4.1 -0.9 0.5
Best of category 3.0 6.2 24.5 68.8 47.6 34.5 23.1
Worst of category -2.8 -7.5 0.4 8.6 11.2 10.1 3.7
Benchmark returns # -1.2 -1.7 9.7 28.9 22.5 17.8 9.8
Difference of Fund returns and Benchmark returns 0.7 2.1 0.9 5.0 0.6 1.0 1.3
# 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) 92.36 (Mar-31-2015)
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 (%)
SBI Magnum Tax Gain (G) Rank 3
5,212.24 -1.1 12.1 41.2 24.5 14.0
HDFC Tax Saver (G) Rank 4
8,416.23 -3.6 8.0 38.3 22.5 13.9
Reliance Tax Saver (ELSS) (G) Rank 1
4,094.47 -1.8 11.1 63.2 29.9 19.8
Axis Long Term Equity Fund (G) Rank 1
4,161.99 2.2 20.8 60.5 34.5 23.1
ICICI Pru Tax Plan (G) Rank 3
2,477.60 -1.0 8.6 40.4 26.7 15.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Axis Bank Banking/Finance - 4.45
ICICI Bank Banking/Finance - 4.42
HDFC Banking/Finance - 4.17
SBI Banking/Finance - 3.93
Infosys Technology - 3.18
HDFC Bank Banking/Finance - 3.03
Larsen Engineering - 2.99
Maruti Suzuki Automotive - 2.85
Titan Company Miscellaneous - 2.76
Piramal Enter Pharmaceuticals - 2.73

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.89 29.89 22.25
Engineering 12.51 12.51 4.80
Technology 8.96 15.00 8.96
Oil & Gas 7.00 11.11 7.00
Miscellaneous 6.30 8.84 3.14
Services 6.01 6.01 0.38

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 99.73
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.24

View All

Concentration

Holdings (%)
Top 5 20.15
Top 10 34.51
Sector (%)
Top 3 51.36

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