Business Today
Subscribe
WEF Davos 2026PMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
mutual funds
taurus tax shield-direct plan-growth option
Taurus Tax Shield-Direct Plan-Growth Option

Taurus Tax Shield-Direct Plan-Growth Option

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Feb 6, 2026
i
Price per unit of the scheme.
₹ 195.74000.22%1 Day Change
-2.85%
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.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

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

bt_logoFUND 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.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Taurus Tax Shield-Direct Plan-Growth Option
VS
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
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN 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

    bt_logoFUND 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)
    3
    Fund Size
    ₹ 75.75 Cr(As on Dec, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    71.00 %
    Exit Load
    Nil

    bt_logoABOUT 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 onFeb 06, 2026 is ₹195.74. Its expense ratio is 1.78 %. The fund has an AUM of ₹75.75 Cr.The fund is managed byRamneek Kundra,Anuj Kapil.
    The minimum initial investment is  ₹500 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Ramneek Kundra
    Ramneek Kundra
    i
    Lead Fund Manager.
    May 2, 2022 - Present
    • Fund Manager Rank36Out of 39
      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₹ 82.38 Cr
    • Highest Return In 1 Yr9.34 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Tax Shield-Direct Plan-Growth Option
    ₹ 195.74
    -2.85%
    -2.62%
    Very High Risk
    ₹75.75Cr
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
    ₹ 52.06
    -1.84%
    -%
    Very High Risk
    ₹6.63Cr
    Taurus Tax Shield-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 195.74
    • Fund Size₹75.75Cr
    Fund Return-2.85%
    Category Return-2.62%
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 52.06
    • Fund Size₹6.63Cr
    Fund Return-1.84%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Kapil
    Anuj Kapil
    i
    Lead Fund Manager.
    Aug 7, 2023 - Present
    • Fund Manager Rank36Out of 39
      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₹ 1,012.62 Cr
    • Highest Return In 1 Yr14.28 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Ethical Fund-Direct Plan-Growth Option
    ₹ 143.57
    -2.71%
    -%
    Very High Risk
    ₹370.14Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 228.24
    -2.72%
    -2.49%
    Very High Risk
    ₹357.22Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 169.44
    -1.29%
    -2.01%
    Very High Risk
    ₹52.48Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 143.57
    • Fund Size₹370.14Cr
    Fund Return-2.71%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 228.24
    • Fund Size₹357.22Cr
    Fund Return-2.72%
    Category Return-2.49%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 169.44
    • Fund Size₹52.48Cr
    Fund Return-1.29%
    Category Return-2.01%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (97.35%)
    DEBT (-%)
    CASH (2.65%)
    Allocation by Market Cap
    Large Cap(69.02%)
    Mid Cap(10.16%)
    Small Cap(18.16%)
    Industry Holdings
    • Banks Regional19.89%
    • Tobacco8.08%
    • Asset Management7.98%
    • Drug Manufacturers Specialty Generic6.56%
    • Medical Care6.03%
    • Information Technology Services5.39%
    Stock Holdings
    • HDFC Bank Ltd9.06%
    • ITC Ltd7.87%
    • Bajaj Holdings and Investment Ltd7.77%
    • ICICI Bank Ltd6.47%
    • Narayana Hrudayalaya Ltd4.86%
    • Indian Energy Exchange Ltd4.79%

    bt_logoPERFORMANCE 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.

    bt_logoHISTORICAL 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.
      0.51
      This Fund
      VS
      0.71
      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.
      79.52
      This Fund
      VS
      88.62
      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.
      0.82
      This Fund
      VS
      0.95
      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.
      0.71
      This Fund
      VS
      0.77
      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.
      1.18
      This Fund
      VS
      1.26
      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.
      11.90
      This Fund
      VS
      12.99
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Taurus Asset Management Company Limited
    Taurus Asset Management Company Limited manages assets worth ₹ 1,012.62 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.
    phone icon
    Phone
    +91 22 66242700
    mail icon
    Email
    customercare@taurusmutualfund.com
    aum
    AUM
    ₹ 1,012.62 Cr (
    As on Dec 31, 2025
    )
    location
    Address
    Ground Floor, AML Centre-1, Mumbai,400 093

    bt_logoFAQ's

    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 Feb 06, 2026 is ₹195.74
    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 -2.85%, 3 months is -4.47%, 6 months is -1.77%, and 1 year is 1.32%
    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 15.50% and 5 years is 13.88%.
    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 75.75 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 97.35% in Equity and 2.65% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories