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Taurus Tax Shield- Regular Plan - Growth Option

Category: Equity: ELSS
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.48% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 61.56 Cr As on (31-07-2019)
Turn over: 168.0
NAV as on 17-09-2019

72.68

-1.27 (-1.7474%)

CAGR Since Inception

9.49%

S&P BSE 200 TRI 11.01%

PERFORMANCE of Taurus Tax Shield- Regular Plan - Growth Option

Scheme Performance (%) Data as on - 17-09-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Tax Shield- Regular Plan - Growth Option -9.87 7.23 7.88 9.28 9.49
S&P BSE 200 TRI -6.11 7.72 8.19 9.8 11.01
Equity: ELSS -7.36 5.56 7.62 10.83 11.05

Yearly Performance (%)

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Fund Managers

Mr. Prasanna Pathak

Mr. Pathak is B.Tech and MBA in Finance. Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.

Investment Objective

The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.

RETURNS CALCULATOR for Taurus Tax Shield- Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Taurus Tax Shield- Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Tax Shield- Regular Plan - Growth Option 14.45 0.73 3.64 0.64 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Taurus Tax Shield- Regular Plan - Growth Option

Period
Data as on - 17-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 -9.87 0.3 7.23 7.88 9.28
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 0.87 -0.39 5.24 7.64 11.84
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 0.0 0.0 0.0 0.0 0.0
Parag Parikh Tax Saver Fund- Regular Growth 18-07-2019 0.0 0.0 0.0 0.0 0.0
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 -1.01 0.65 6.87 10.01 12.95
JM Tax Gain Fund - Growth option 31-03-2008 -1.47 0.5 8.18 9.53 9.77
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 -1.52 3.47 7.39 8.37 9.04
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 -1.89 0.14 7.48 0.0 0.0
Mirae Asset Tax Saver Fund-Regular Plan-Growth 29-12-2015 -2.06 3.35 12.04 0.0 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 -2.65 4.62 9.26 11.03 0.0

PORTFOLIO ANALYSIS of Taurus Tax Shield- Regular Plan - Growth Option

Asset Allocation (%)