Fund Insights
In the last 1 year, HDFC TaxSaver -Direct Plan - Growth Option has given 11.99% return, outperforming this fund by 5.6%
In the last 3 years, Quant Tax Plan Growth Option Direct Plan has given 36.17% return, outperforming this fund by 22.73% per annum
In the last 5 years, Quant Tax Plan Growth Option Direct Plan has given 21.51% return, outperforming this fund by 11.42% per annum
Taurus Tax Shield-Direct Plan-Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ramneek Kundra. The fund could potentially beat inflation in the long-run.
1) Taurus Tax Shield-Direct Plan-Growth Option has a NAV of ₹127.48 as on 08-02-2023.
2) Taurus Tax Shield-Direct Plan-Growth Option has ₹63 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 1.73 %.
Expense ratio | 1.73% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹63 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 113.53% |
Taurus Tax Shield-Direct Plan-Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 0.97% | 0.97% |
6 Month Returns | 7.3% | 7.3% |
1 Year Returns | 5.33% | 5.33% |
3 Years Returns | 45.17% | 13.23% |
5 Years Returns | 63.31% | 10.31% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Taurus Tax Shield-Direct Plan-Growth Option | 2.04 | -1.19 | -0.72 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Taurus Tax Shield-Direct Plan-Growth Option | 0.75 | 0.85 | 0.86 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Taurus Tax Shield-Direct Plan-Growth Option | 0.03 | 0.52 | 0.31 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Taurus Tax Shield-Direct Plan-Growth Option | 13.49 | 20 | 17.5 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.