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Taurus Tax Shield - G

NAV  ₹185.4 ↓ -0.04  (-0.02 %) as on 14 Aug 25

Scheme Objective

To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits.

Taurus Tax Shield is a Equity - ELSS fund launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR return of 12% since its launch.  Ranked 26 in ELSS category.  Return for 2024 was 21.5% , 2023 was 28.7% and 2022 was 6.6% .

Below is the key information for Taurus Tax Shield

NAV as on 14 Aug 25₹185.4 ↓ -0.04  (-0.02 %)
Net Assets (AUM) as on 30 Jun 2025 ₹81 Cr.
Launch Date31 Mar 1996
CategoryEquity - ELSS
Rating
TypeOpen Ended Fund
RiskModerately High
AMCTaurus Asset Management Company Limited
Alpha Ratio4.55
Expense Ratio2.44 %
Sharpe Ratio0.301
Information Ratio0.17
BenchmarkNot Available
Min Investment ₹500
Min SIP Investment ₹500
Exit Load NIL

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

DurationReturns
1 Month -1.6%
3 Month 3.3%
6 Month 7.1%
1 Year 3.6%
3 Year 18.2%
5 Year 19%
10 Year
15 Year
Since launch 12%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 21.5%
2023 28.7%
2022 6.6%
2021 20.1%
2020 13.7%
2019 7.7%
2018 0%
2017 38%
2016 3.2%

Growth of 10k Over Years

DateValue
31 Jul 20₹10,000
31 Jul 21₹13,935
31 Jul 22₹14,321
31 Jul 23₹17,377
31 Jul 24₹24,342
31 Jul 25₹24,269
Taurus Tax Shield Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash6.8%
Equity93.2%
Taurus Tax Shield Asset Allocation

Sector Allocation

SectorValue
Financial Services34.23%
Health Care11.71%
Consumer Defensive11.09%
Technology9.95%
Energy6.81%
Consumer Cyclical5.94%
Industrials4.87%
Utility4.26%
Communication Services2.2%
Basic Materials2.13%
Taurus Tax Shield Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
Banks - Regional9%₹8 Cr38,245
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
Asset Management9%₹7 Cr5,200
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
Tobacco8%₹6 Cr147,908
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
Banks - Regional7%₹6 Cr41,805
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
Medical Care Facilities6%₹5 Cr23,293
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
Utilities - Regulated Electric4%₹3 Cr114,996
↑ 18,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
Banks - Regional4%₹3 Cr28,650
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 May 25 | HINDPETRO
Oil & Gas Refining & Marketing4%₹3 Cr67,742
↑ 19,400
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
Thermal Coal3%₹3 Cr65,000
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH
Information Technology Services3%₹2 Cr14,191
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Fund Managers

NameSinceTenure
Anuj Kapil7 Aug 231.99 Yr.

Custodians

CompanyAddress
HDFC Bank LtdHDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W),

Registrar & Transfer Agent

KFin Technologies Ltd
Address138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAXN.A
EmailN.A

Administrator Companies

CompanyAddress
Taurus Mutual FundGround Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd.,,Andheri(E) Mumbai - 400093

Auditors

CompanyAddress
M.P. Chitale & Co.M.P. Chitale & Co.

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Taurus Tax Shield
Growth
₹185.4
↓ -0.04
7.06 %3.64 %18.18 %18.97 %
Taurus Tax Shield
Normal Dividend, Payout
₹86.85
↓ -0.02
7.05 %3.63 %18.18 %18.97 %
Data as on 14 Aug 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.