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 200 TRI
Expense Ratio: 2.45% As on (31-08-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 68.39 Cr As on (31-10-2021)
Turn over: 107% | Exit Load: Nil

109.31

10.39%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE 200 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 0.73
Alpha 3.64
Beta 0.64
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 26.24 16.32 13.93 14.7 13.73
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 79.13 51.48 34.74 25.33 20.3
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 55.36 30.62 20.83 19.05 18.57
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 46.86 17.59 12.02 9.58 15.5
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 46.4 34.91 27.52 21.39 17.95
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth 05-10-2016 46.07 24.29 18.24 12.65 -
PGIM India Long Term Equity Fund - Regular Plan - Growth Option 11-12-2015 44.82 24.92 19.96 17.03 -
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 44.64 23.19 18.92 16.96 16.88
Baroda ELSS 96 Plan A -Growth Option 02-03-2015 43.88 26.48 19.67 14.14 -
HDFC Taxsaver - Growth Plan 05-03-1996 43.86 18.52 14.24 12.26 13.85

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

12.04%

Others

1.73%

Large Cap

69.84%

Mid Cap

16.39%

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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