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Taurus Tax Shield - G

NAV  ₹190.22 ↓ -0.74  (-0.39 %) as on 28 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 12.1% 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 28 Oct 25₹190.22 ↓ -0.74  (-0.39 %)
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 28 Oct 25

DurationReturns
1 Month 4.1%
3 Month 2.5%
6 Month 7.9%
1 Year 5.6%
3 Year 17.8%
5 Year 18.5%
10 Year
15 Year
Since launch 12.1%

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
Cash2%
Equity98%
Taurus Tax Shield Asset Allocation

Sector Allocation

SectorValue
Financial Services37.12%
Technology16.68%
Consumer Defensive11.72%
Health Care11.02%
Energy5.18%
Consumer Cyclical4.78%
Utility4.22%
Industrials2.86%
Basic Materials2.23%
Communication Services2.19%
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%₹7 Cr76,490
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
Asset Management8%₹6 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 Facilities5%₹4 Cr23,293
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | PACEDIGITK
Communication Equipment5%₹4 Cr182,716
↑ 182,716
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
Banks - Regional4%₹3 Cr28,650
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
Utilities - Regulated Electric4%₹3 Cr114,996
Dam Capital Advisors Ltd (Financial Services)
Equity, Since 31 Aug 25 | 544316
Capital Markets4%₹3 Cr122,125
↑ 40,792
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
Thermal Coal3%₹3 Cr65,000
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Fund Managers

NameSinceTenure
Anuj Kapil7 Aug 232.15 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
₹190.22
↓ -0.74
7.9 %5.57 %17.83 %18.51 %
Taurus Tax Shield
Normal Dividend, Payout
₹89.11
↓ -0.35
7.9 %5.57 %17.83 %18.52 %
Data as on 28 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.