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you are here: Moneycontrol Mutual Funds ELSS Taurus Mutual Fund Taurus Tax Shield (G)

Taurus Tax Shield (G)

Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 100480
Fact Sheet Buy
77.540 0.62 ( 0.81 %)
NAV as on 20 Jul, 2018
Crisil MF Rank
Riskometer
HIGH
FUND Family
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in ELSS category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jul 20, 2018)
Period Returns(%) Rank#
1 Month 0.4 20
3 Months -0.4 14
6 Months -0.3 7
1 Year 12.4 9
2 Years 17.0 17
3 Years 10.7 28
5 Years 16.8 52

# Moneycontrol Rank within 119 ELSS Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -0.8 0.9 - - -
2017 13.8 6.3 2.2 8.7 37.7
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

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.4 -0.4 -0.3 12.4 17 10.7 16.8
Category average -1.7 -4.8 -7.5 3.1 10.7 6.7 11.5
Difference of Fund returns and Category returns 2.1 4.4 7.2 9.3 6.3 4 5.3
Best of Category 3 4.2 5.1 19.4 23.1 17.1 25.3
Worst of Category -6.9 -14.7 -23.7 -12.3 5.4 3.2 7.8
Benchmark returns # 0.8 1 -2.9 9 13.5 9.1 14.4
Difference of Fund returns and Benchmark returns -0.4 -1.4 2.6 3.4 3.5 1.6 2.4
# Benchmark Index: S&P BSE 200

Investment Information

Investment Objective

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

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Axis Long Term Equity Fund - Regular Plan (G) 15,748.14 44.6 4.0 2.9 18.1 11.9 23.9
Reliance Tax Saver (ELSS) Fund (G) 9,412.28 53.2 -12.0 -23.7 -11.6 3.4 19.5
HDFC Tax Saver (G) 6,276.17 496 -3.7 -12.0 -1.5 7.3 17.3
SBI Magnum Tax Gain Scheme (G) 5,932.31 134.1 -6.0 -12.4 -2.4 4.1 15.5
Aditya Birla Sun Life Tax Relief '96 (G) 5,385.75 31.1 -2.8 -3.6 10.1 11.8 22.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 3.07 5.95
Reliance Oil & Gas 2.64 5.10
HDFC Banking/Finance 2.34 4.53
Infosys Technology 1.22 3.43
TCS Technology 1.42 3.39
Larsen Engineering 1.75 3.33
ITC Tobacco 1.77 2.96
ICICI Bank Banking/Finance 1.53 2.75
Bajaj Finserv Banking/Finance 1.72 2.35
NIIT Tech Technology 1.16 2.25
Asset Allocation (%) As on May 31, 2018
Equity 97.67
Others 0.01
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.32
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 32.66
Technology 18.14
Automotive 8.25
Engineering 5.13
Oil & Gas 5.10
Cons NonDurable 3.92
Concentration As on May 31, 2018
Holdings %
Top 5 22.4
Top 10 97.67
Sectors %
Top 3 59.05
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