Taurus Taxshield - Regular Plan - Growth

Fund House: Taurus Mutual Fund
Category: Equity: ELSS
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.44% As on (31-07-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 60.58 Cr As on (31-07-2022)
Turn over: 157% | Exit Load: Nil

112.32

10.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
14 Years 6 Months
18 Years 5 Months
25 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility 14.45
Sharp Ratio 0.36
Alpha -2.85
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Taurus Taxshield - Regular Plan - Growth 31-03-1996 3.93 19.79 14.72 10.68 12.88
HDFC Taxsaver - Growth Plan 05-03-1996 15.51 29.83 17.8 9.85 13.85
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 12.42 27.83 23.35 - -
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 12.36 45.92 38.14 22.07 20.81
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 02-01-2013 10.61 29.28 19.82 12.33 16.69
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 10.49 27.39 17.9 12.77 -
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 10.2 37.33 24.22 14.32 17.71
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 9.97 28.25 17.34 9.55 13.66
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 9.85 32.82 17.64 6.19 13.91
Kotak Tax Saver-Scheme-Growth 01-11-2005 9.08 29.37 19.88 13.32 15.32

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.05%

Others

15.62%

Large Cap

69.07%

Mid Cap

3.26%

Scheme Documents

Fund Fact Sheets - June 2022

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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