Taurus Tax Shield-Direct Plan-Growth Option
Taurus Tax Shield-Direct Plan-Growth Option

Taurus Tax Shield-Direct Plan-Growth Option

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 126.31 as on 14-10-2021

Fund Overview

Expense ratio
Expense ratio
1.7%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹86 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
124.24%

Fund Distribution

  • Equity 95.7%
  • Debt & Cash 4.3%
Size breakup
Large cap
73.85%
Mid cap
20.46%
Small cap
5.04%
Micro cap
0.65%
Sector Allocation
Financial Services
37.6%
Basic Materials
15.4%
Tech
13.7%
Industrial
11.2%
Energy
6.4%
Health
4.5%
Cyclical
4.3%
Defensive
3.4%
Communication
2.9%
Utilities
0.7%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings62
Equity Holdings61
Debt Holdings1

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Prasanna Pathak,Ankit Tikmany
About the fund

About the fund

This fund has delivered an average annual returns of 14.42% since inception which is less than its category average return of 16.32%
Fund Allocations

Fund Allocations

This fund has an allocation of 95.7% in Equity, 0% in Debt and 4.3% in Cash related instruments
AUM size ₹86 Cr

AUM size ₹86 Cr

This fund has AUM of ₹86 Cr which is less than its category average of ₹ 2884 Cr
Expense Ratio 1.7%

Expense Ratio 1.7%

This fund has an expense ratio of 1.7% which is more than its category average expense ratio of 1.57%

AMC details

Fund House
Taurus Asset Management Company Limited
Email
info@taurusmutualfund.com
Phone
+912266242700
Address
Taurus Asset Management Company Limited,Ground Floor, AML Centre-1,,8 Mahal Industrial Estate, Mahakali Caves Rd.,,Andheri(East)
We are a SEBI registered investement advisor