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
1.7%
Benchmark
S&P BSE 200 India TR INR
AUM
₹86 Cr
Inception Date
1 January, 2013
Min Lumpsum/SIP
₹500/₹500
Exit Load
0%
Lock In
3 Years
TurnOver
124.24%
Fund Distribution
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
Total Holdings62
Equity Holdings61
Debt Holdings1
Fund Highlights
Fund Manager
Prasanna Pathak,Ankit Tikmany
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
This fund has an allocation of 95.7% in Equity, 0% in Debt and 4.3% in Cash related instruments
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%
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)
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