Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal

What If You Invested in Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal

Q: What are the average returns of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund ?

The return since inception of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal is 13.13%. The average returns of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal are Years Returns 1 yr 27.59% 3 yrs 14.43% 5 yrs 15.98%

Q: What is the current NAV of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

The NAV for the fund as on 06-Dec-2021 is 54

Q: How do I invest in Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal fund?

The expense ratio of this fund is 1.69 %

Q: What is the worth of total assets under management (AUM) of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal fund ?

The AUM for the fund as on 06-Dec-2021 is 68 Cr

Q: What are the top holdings of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

The top holdings include ICICI Bank Ltd 7.67% Reliance Industries Ltd 7.46% HDFC Bank Ltd 6.01% Infosys Ltd 5.41% State Bank of India 5.4%

Equity

Direct

Very High Risk

Elss (Tax Savings)

NAV: ₹ 54 as on 03-12-2021

About the Fund

Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Prasanna Pathak, Ankit Tikmany. The fund could potentially beat inflation in the long-run.

Key parameters

1) Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal has a NAV of 54 as on 06-Dec-2021.

2) Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal has 68 Cr worth of assets under management (AUM) as on 06-Dec-2021 and is less than category average.

3) The fund has an expense ratio 1.69 %.

Fund Overview

Expense ratio	1.69%
	Benchmark	S&P BSE 200 India TR INR
AUM	₹68 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹0/₹0
Exit Load	0%
Lock In	3 Years
	TurnOver	124.24%

Fund Distribution

Equity 98.3%
Debt & Cash 1.7%

Size breakup

Large cap

74.89%

Mid cap

20.78%

Small cap

3.21%

Micro cap

1.12%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings1

ICICI Bank Ltd	7.7%
Reliance Industries Ltd	7.5%
HDFC Bank Ltd	6%
Infosys Ltd	5.4%
State Bank of India	5.4%
Kotak Mahindra Bank Ltd	4.4%
Housing Development Finance Corp Ltd	4.2%
Tata Consultancy Services Ltd	3.5%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 13.1% since inception which is less than its category average return of 15.14%

Fund Allocations

This fund has an allocation of 98.3% in Equity, 0% in Debt and 1.7% in Cash related instruments

AUM size ₹68 Cr

This fund has AUM of ₹68 Cr which is less than its category average of ₹ 2725 Cr

Expense Ratio 1.69%

This fund has an expense ratio of 1.69% which is more than its category average expense ratio of 1.6%

AMC details

Fund House

Taurus Asset Management Company Limited

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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Frequently Asked Questions

What are the average returns of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund ?

What is the current NAV of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

How do I invest in Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

What is the expense ratio of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal fund?

What is the worth of total assets under management (AUM) of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal fund ?

What are the top holdings of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

What are the top sectors Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund has invested in?

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Basic Materials	13.6%
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Industrial	9%
Energy	7.6%
Cyclical	7.4%
Health	3.3%
Communication	2.8%
Defensive	2.3%

Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal

NAV: ₹ 54 as on 03-12-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹68 Cr

Expense Ratio 1.69%

AMC details

Similar Funds

What are the average returns of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund ?

What is the current NAV of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

How do I invest in Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

What is the expense ratio of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal fund?

What is the worth of total assets under management (AUM) of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal fund ?

What are the top holdings of Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund?

What are the top sectors Taurus Tax Shield-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal Fund has invested in?