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Taurus Tax Shield (G)

PLAN: Regular OPTIONS: Growth
72.860 0.69 (0.96%)

NAV as on 17 Nov, 2017

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 Sep 2017) 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 17 Nov, 2017)

Period Returns (%) Rank #
1 mth 1.4 77
3 mth 4.9 72
6 mth 8.3 58
1 year 34.1 36
2 year 18.7 54
3 year 11.6 55
5 year 15.3 40

# Moneycontrol Rank within 111 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.8 6.3 2.2 - -
2016 -6.9 10.2 6.0 -8.0 2.6
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

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 1.4 4.9 8.3 34.1 18.7 11.6 15.3
Category avg 1.8 5.7 8.6 27.9 16.1 9.9 12.7
Difference of Fund returns and Category returns -0.4 -0.8 -0.3 6.2 2.6 1.7 2.6
Best of category 6.4 14.5 26.9 44.7 27.8 19.8 25.3
Worst of category -4.3 0.3 3.6 21.4 10.3 5.1 9.6
Benchmark returns # 1.2 5.0 8.6 30.4 16.9 9.4 14.8
Difference of Fund returns and Benchmark returns 0.2 -0.1 -0.3 3.7 1.8 2.2 0.5
# 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) 52.63 (Sep-30-2017)
Minimum Investment Rs.500
Last Dividend Rs.3.50 (Dec-23-2005) View Dividend History
Bonus N.A.
Fund Manager Prasanna Pathak
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 3
13,359.09 5.1 9.9 30.5 12.5 23.1
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
554.28 9.9 15.1 39.8 14.1 --
Reliance Tax Saver (ELSS) (G) Rank 3
8,405.84 9.6 14.6 38.4 13.2 23.3
HDFC Tax Saver - Direct (G) Rank 4
443.98 7.9 9.0 32.3 11.2 --
HDFC Tax Saver (G) Rank 4
6,113.27 7.8 8.6 31.4 10.5 19.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 3.82 7.07
HDFC Bank Banking/Finance 3.36 6.20
HDFC Banking/Finance 3.07 5.67
ICICI Bank Banking/Finance 2.02 3.74
Maruti Suzuki Automotive 1.90 3.51
Larsen Engineering 1.81 3.34
CESC Utilities 1.46 2.69
ITC Tobacco 1.43 2.65
Britannia Food & Beverage 1.37 2.54
Vedanta Metals & Mining 1.05 1.95

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 26.26 0.00 0.00
Oil & Gas 11.49 0.00 0.00
Automotive 11.03 0.00 0.00
Metals & Mining 8.65 0.00 0.00
Engineering 6.98 0.00 0.00
Cement 5.94 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 98.94
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.06

View All

Concentration

Holdings (%)
Top 5 26.19
Top 10 39.36
Sector (%)
Top 3 48.78

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