Taurus Tax Shield-Direct Plan-Growth Option

Very High Risk
Equity
ELSS (Tax Savings)

NAV as on May 29, 2026

Price per unit of the scheme.

₹ 191.0200-1.53%1 Day Change

-1.42%

Minimum Investment₹500

Expense Ratio1.78%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Taurus Tax Shield-Direct Plan-Growth Option

Equity: ELSS (Tax Savings) Average NAV

Topper in Equity: ELSS (Tax Savings)

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Taurus Tax Shield-Direct Plan-Growth Option

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

S&P BSE 500 India TR INR

Expense Ratio

1.78%

Category Avg Expense Ratio

0.86%

Minimum Investment (Lumpsum/SIP)

₹ 500 /₹ 1500

Lock In (Years)

Fund Size

₹ 70.88 Cr(As on Apr, 2026)

Inception Date

Jan 01, 2013

Turnover

71.00 %

Exit Load

Nil

ABOUT THE FUND

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-Direct Plan-Growth Option is an Equity - ELSS (Tax Savings) fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMay 29, 2026 is ₹191.02. Its expense ratio is 1.78 %. The fund has an AUM of ₹70.88 Cr.The fund is managed byRamneek Kundra,Anuj Kapil.
The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Ramneek Kundra

Lead Fund Manager.

May 2, 2022 - Present

Fund Manager Rank37Out of 40
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed2
Total AUM₹ 77.31 Cr
Highest Return In 1 Yr-4.32 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Taurus Tax Shield-Direct Plan-Growth Option

₹ 191.02

-1.42%

-1.10%

Very High Risk

₹70.88Cr

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

₹ 47.67

-2.50%

Very High Risk

₹6.43Cr

Taurus Tax Shield-Direct Plan-Growth Option

Very High Risk

NAV₹ 191.02
Fund Size₹70.88Cr

Fund Return-1.42%

Category Return-1.10%

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option

Very High Risk

NAV₹ 47.67
Fund Size₹6.43Cr

Fund Return-2.50%

Category Return--

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Anuj Kapil

Lead Fund Manager.

Aug 7, 2023 - Present

Fund Manager Rank37Out of 40
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed8
Total AUM₹ 1,009.92 Cr
Highest Return In 1 Yr0.59 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Taurus Ethical Fund-Direct Plan-Growth Option

₹ 142.05

-0.27%

Very High Risk

₹394.59Cr

Taurus Flexi Cap Fund - Direct Plan-Growth Option

₹ 228.09

-0.41%

-0.29%

Very High Risk

₹343.62Cr

Taurus Largecap Equity Fund - Direct Plan-Growth Option

₹ 161.83

-3.47%

-1.69%

Very High Risk

₹51.20Cr

Taurus Ethical Fund-Direct Plan-Growth Option

Very High Risk

NAV₹ 142.05
Fund Size₹394.59Cr

Fund Return-0.27%

Category Return--

Taurus Flexi Cap Fund - Direct Plan-Growth Option

Very High Risk

NAV₹ 228.09
Fund Size₹343.62Cr

Fund Return-0.41%

Category Return-0.29%

Taurus Largecap Equity Fund - Direct Plan-Growth Option

Very High Risk

NAV₹ 161.83
Fund Size₹51.20Cr

Fund Return-3.47%

Category Return-1.69%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Apr, 2026

EQUITY (98.00%)

DEBT (-%)

CASH (2.00%)

Allocation by Market Cap

Large Cap(70.75%)

Mid Cap(7.67%)

Small Cap(19.57%)

Industry Holdings

Banks Regional17.49%
Asset Management8.83%
Tobacco8.64%
Capital Markets6.83%
Medical Care6.81%
Utilities Regulated Electric6.64%

Stock Holdings

ITC Ltd8.47%
Bajaj Holdings and Investment Ltd7.53%
HDFC Bank Ltd7.53%
Power Grid Corp Of India Ltd6.51%
ICICI Bank Ltd6.50%
Divi's Laboratories Ltd5.71%

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
-0.09
This Fund
VS
0.54
Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
87.99
This Fund
VS
91.74
Category Avg

Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
0.88
This Fund
VS
0.96
Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
--
This Fund
VS
0.58
Category Avg

Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
--
This Fund
VS
0.87
Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
14.49
This Fund
VS
15.60
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth ₹ 1,009.92 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.

Phone

+91 22 66242700

customercare@taurusmutualfund.com

AUM

₹ 1,009.92 Cr (

As on Apr 30, 2026

)

Address

Ground Floor, AML Centre-1, Mumbai,400 093

FAQs

What is the category of Taurus Tax Shield-Direct Plan-Growth Option ?

The category of Taurus Tax Shield-Direct Plan-Growth Option is Equity - ELSS (Tax Savings)

What is the current NAV of Taurus Tax Shield-Direct Plan-Growth Option ?

The current NAV of Taurus Tax Shield-Direct Plan-Growth Option as on May 29, 2026 is ₹191.02

How safe is Taurus Tax Shield-Direct Plan-Growth Option ?

The risk level of Taurus Tax Shield-Direct Plan-Growth Option is Very High.

What are short term returns given by Taurus Tax Shield-Direct Plan-Growth Option ?

The return given by Taurus Tax Shield-Direct Plan-Growth Option in 1 month is -1.42%, 3 months is -0.95%, 6 months is -6.57%, and 1 year is -4.32%

What are the long term returns given by Taurus Tax Shield-Direct Plan-Growth Option ?

The return given by Taurus Tax Shield-Direct Plan-Growth Option in 3 years is 12.30% and 5 years is 12.01%.

What is the expense ratio of Taurus Tax Shield-Direct Plan-Growth Option ?

The expense ratio of Taurus Tax Shield-Direct Plan-Growth Option is 1.78%

What is the AUM of Taurus Tax Shield-Direct Plan-Growth Option ?

The assets under Management (AUM) of Taurus Tax Shield-Direct Plan-Growth Option is Rs 70.88 crores.

What is the minimum investment in Taurus Tax Shield-Direct Plan-Growth Option ?

The minimum Lumpsum investment in Taurus Tax Shield-Direct Plan-Growth Option is ₹500.00 and the minimum SIP investment in Taurus Tax Shield-Direct Plan-Growth Option is ₹1,500.00

What is the asset allocation of Taurus Tax Shield-Direct Plan-Growth Option?

Taurus Tax Shield-Direct Plan-Growth Option has an exposure of 98.00% in Equity and 2.00% in Cash & Money Market Securities