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Taurus Tax Shield - G

NAV  ₹184.92 ↑ 0.06  (0.03 %) as on 8 Oct 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 8 Oct 25₹184.92 ↑ 0.06  (0.03 %)
Net Assets (AUM) as on 31 Aug 2025 ₹76 Cr.
Launch Date31 Mar 1996
CategoryEquity - ELSS
Rating
TypeOpen Ended Fund
RiskModerately High
AMCTaurus Asset Management Company Limited
Alpha Ratio-1.0
Expense Ratio2.46 %
Sharpe Ratio-0.691
Information Ratio0.46
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 8 Oct 25

DurationReturns
1 Month -0.2%
3 Month -2.4%
6 Month 10.9%
1 Year -0.4%
3 Year 17.4%
5 Year 17.6%
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
30 Sep 20₹10,000
30 Sep 21₹14,449
30 Sep 22₹14,200
30 Sep 23₹17,379
30 Sep 24₹24,033
30 Sep 25₹23,076
Taurus Tax Shield Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash4.98%
Equity95.02%
Taurus Tax Shield Asset Allocation

Sector Allocation

SectorValue
Financial Services34.8%
Technology13.32%
Consumer Defensive11.57%
Health Care11.37%
Consumer Cyclical7.93%
Energy4.77%
Utility4.15%
Industrials2.76%
Communication Services2.2%
Basic Materials2.15%
Taurus Tax Shield Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500180
Banks - Regional10%₹7 Cr76,490
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 - Regional8%₹6 Cr41,805
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
Medical Care Facilities5%₹4 Cr23,293
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
Utilities - Regulated Electric4%₹3 Cr114,996
Vikram Solar Ltd (Technology)
Equity, Since 31 Aug 25 | VIKRAMSOLR
Solar4%₹3 Cr90,825
↑ 90,825
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
Banks - Regional4%₹3 Cr28,650
CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | 543333
Auto & Truck Dealerships4%₹3 Cr11,296
↓ -674
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | 533278
Thermal Coal3%₹2 Cr65,000
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Fund Managers

NameSinceTenure
Anuj Kapil7 Aug 232.07 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
₹184.92
↑ 0.06
10.95 %-0.39 %17.4 %17.64 %
Taurus Tax Shield
Normal Dividend, Payout
₹86.63
↑ 0.03
10.95 %-0.38 %17.41 %17.65 %
Data as on 8 Oct 25

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