Taurus Taxshield - Regular Plan - Growth

Category: Equity: ELSS
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.45% As on (31-08-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 65.33 Cr As on (31-08-2023)
Turn over: 61%
NAV as on 22-09-2023

138.17

-0.48 (-0.3474%)

CAGR Since Inception

10.6%

S&P BSE 500 TRI 13.04%

PERFORMANCE of Taurus Taxshield - Regular Plan - Growth

Scheme Performance (%)

Data as on - 22-09-2023

Yearly Performance (%)

Fund Managers

Anuj Kapil

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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
01-04-2021 96.78 1033.2713 100000 0.0 %
03-05-2021 96.75 1033.2713 99969 -0.03 %
01-06-2021 102.77 1033.2713 106189 6.19 %
01-07-2021 105.05 1033.2713 108545 8.54 %
02-08-2021 107.41 1033.2713 110984 10.98 %
01-09-2021 111.06 1033.2713 114755 14.75 %
01-10-2021 113.41 1033.2713 117183 17.18 %
01-11-2021 115.35 1033.2713 119188 19.19 %
01-12-2021 109.85 1033.2713 113505 13.51 %
03-01-2022 112.4 1033.2713 116140 16.14 %
01-02-2022 113.97 1033.2713 117762 17.76 %
02-03-2022 106.41 1033.2713 109950 9.95 %
01-04-2022 113.57 1033.2713 117349 17.35 %
02-05-2022 112.13 1033.2713 115861 15.86 %
01-06-2022 107.79 1033.2713 111376 11.38 %
01-07-2022 103.69 1033.2713 107140 7.14 %
01-08-2022 110.35 1033.2713 114021 14.02 %
01-09-2022 112.02 1033.2713 115747 15.75 %
03-10-2022 111.6 1033.2713 115313 15.31 %
01-11-2022 118.49 1033.2713 122432 22.43 %
01-12-2022 120.71 1033.2713 124726 24.73 %
02-01-2023 118.52 1033.2713 122463 22.46 %
01-02-2023 117.84 1033.2713 121761 21.76 %
01-03-2023 119.44 1033.2713 123414 23.41 %
03-04-2023 118.54 1033.2713 122484 22.48 %
02-05-2023 121.71 1033.2713 125759 25.76 %
01-06-2023 125.45 1033.2713 129624 29.62 %
03-07-2023 130.17 1033.2713 134501 34.5 %
01-08-2023 133.55 1033.2713 137993 37.99 %
01-09-2023 135.65 1033.2713 140163 40.16 %
22-09-2023 138.17 1033.2713 142767 42.77 %

RETURNS CALCULATOR for Taurus Taxshield - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Taurus Taxshield - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Taxshield - Regular Plan - Growth 11.07 1.34 2.22 0.71 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Taurus Taxshield - Regular Plan - Growth

Amount :
Start :
End :
Period
Data as on - 22-09-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Taxshield - Regular Plan - Growth 31-03-1996 20.18 10.22 20.8 11.86 14.71
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 26.21 15.48 27.91 15.96 16.25
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 05-01-2015 21.48 9.62 26.86 13.53 0.0
HDFC Taxsaver - Growth Plan 05-03-1996 19.93 14.73 28.11 13.05 15.5
JM Tax Gain Fund (Regular) - Growth option 31-03-2008 18.83 9.52 26.66 16.22 17.92
Franklin India Taxshield-Growth 05-04-1999 18.81 11.89 28.8 13.52 16.12
BANDHAN Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 18.67 12.77 30.96 16.21 18.53
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 17.03 11.83 24.31 0.0 0.0
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 16.9 8.07 25.92 18.18 17.58
Mahindra Manulife ELSS Fund- Regular Plan - Growth 05-10-2016 16.63 8.92 26.33 14.01 0.0

PORTFOLIO ANALYSIS of Taurus Taxshield - Regular Plan - Growth

Asset Allocation (%)

Allocation Percentage (%)