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Taurus Tax Shield - G

NAV  ₹184.87 ↓ -0.16  (-0.09 %) as on 5 Sep 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 5 Sep 25₹184.87 ↓ -0.16  (-0.09 %)
Net Assets (AUM) as on 31 Jul 2025 ₹78 Cr.
Launch Date31 Mar 1996
CategoryEquity - ELSS
Rating
TypeOpen Ended Fund
RiskModerately High
AMCTaurus Asset Management Company Limited
Alpha Ratio-0.34
Expense Ratio2.46 %
Sharpe Ratio-0.483
Information Ratio0.37
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 5 Sep 25

DurationReturns
1 Month 0%
3 Month 0.9%
6 Month 11.2%
1 Year -1.7%
3 Year 18.1%
5 Year 18.9%
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 Aug 20₹10,000
31 Aug 21₹14,263
31 Aug 22₹14,490
31 Aug 23₹17,365
31 Aug 24₹24,088
31 Aug 25₹23,331
Taurus Tax Shield Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash7.97%
Equity92.03%
Taurus Tax Shield Asset Allocation

Sector Allocation

SectorValue
Financial Services35.67%
Health Care11.64%
Consumer Defensive11.3%
Technology9.2%
Consumer Cyclical7.66%
Energy4.83%
Utility4.27%
Industrials3.19%
Communication Services2.17%
Basic Materials2.11%
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 - Regional10%₹8 Cr38,245
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
Asset Management9%₹7 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
Banks - Regional8%₹6 Cr41,805
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
Tobacco8%₹6 Cr147,908
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
Medical Care Facilities6%₹4 Cr23,293
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
Utilities - Regulated Electric4%₹3 Cr114,996
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 Dealerships3%₹3 Cr11,970
↑ 3,970
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
Thermal Coal3%₹2 Cr65,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | M&M
Auto Manufacturers3%₹2 Cr7,337
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Fund Managers

NameSinceTenure
Anuj Kapil7 Aug 232.07 Yr.

Custodians

CompanyAddress
HDFC Bank Ltdnull

Registrar & Transfer Agent

KFin Technologies Ltd
Addressnull
FAXN.A
EmailN.A

Administrator Companies

CompanyAddress
Taurus Mutual Fundnull

Auditors

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

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Taurus Tax Shield
Growth
₹184.87
↓ -0.16
11.18 %-1.72 %18.15 %18.9 %
Taurus Tax Shield
Normal Dividend, Payout
₹86.6
↓ -0.08
11.19 %-1.71 %18.15 %18.9 %
Data as on 5 Sep 25

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