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Taurus Tax Shield (D) SET SMS ALERT

18.690
0.21 (1.11%)
NAV as on Apr-16-2014

Fund Family Taurus Mutual Fund

Fund Class ELSS

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-16-2014)

Period Returns (%) Rank #
1 mth 1.9 81
3 mth 6.4 71
6 mth 12.2 58
1 year 13.0 76
2 year 9.7 43
3 year 3.7 40
5 year 16.3 28

# Moneycontrol Rank within 86 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.8 - - - -
2013 -9.5 -0.8 -4.9 13.5 -0.7
2012 9.8 1.6 8.5 4.7 28.5
2011 -19.8 -1.8 -10.0 -4.7 -33.2
2010 -25.4 4.5 17.3 -12.1 -17.9
2009 -15.2 56.5 14.7 0.2 58.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.9 6.4 12.2 13.0 9.7 3.7 16.3
Category avg 3.5 8.0 15.1 20.3 7.5 3.6 8.8
Difference of Fund returns and Category returns -1.6 -1.6 -2.9 -7.3 2.2 0.1 7.5
Best of category 7.2 17.0 33.0 34.8 21.9 16.2 24.8
Worst of category 1.8 -0.2 4.1 8.2 -1.4 -6.4 6.6
Benchmark returns # 3.5 6.4 11.9 16.8 11.9 4.3 15.7
Difference of Fund returns and Benchmark returns -1.6 0.0 0.3 -3.8 -2.2 -0.6 0.6
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Mar 31, 1996
Benchmark S&P BSE 200
Asset Size (Rs cr) 87.10 (Dec-31-2013)
Minimum Investment Rs.500
Last Dividend Rs.1.25 (Mar-30-2011) View Dividend History
Bonus N.A.
Fund Manager Sadanand Shetty
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office AML Center 1, Gr. floor, Mahakali Caves Road, Andheri (E), Mumbai, 400093
Tel. No. 66242700
Fax No. 022-66242777
Email customercare@taurusmutualfund.com
Website http://www.taurusmutualfund.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 8.3 16.9 23.4 -- --
SBI Magnum Tax Gain (G) Rank 3
4,051.57 8.2 16.6 22.9 8.9 17.4
HDFC Tax Saver (G) Rank 4
3,386.28 12.1 22.1 24.9 6.2 20.6
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 16.8 32.5 29.1 10.3 21.2
ICICI Pru Tax Plan (G) Rank 2
1,497.77 9.9 22.0 31.3 10.3 24.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology - 6.66
ITC Tobacco - 6.18
Reliance Oil & Gas - 5.86
Bharti Airtel Telecom - 4.98
ICICI Bank Banking/Finance - 4.85
HDFC Banking/Finance - 4.73
Tata Motors Automotive - 4.43
TCS Technology - 4.12
Larsen Engineering - 4.11
HDFC Bank Banking/Finance - 3.94

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 21.91 25.39 21.91
Technology 18.36 18.36 11.58
Oil & Gas 12.99 14.22 12.15
Automotive 7.78 8.85 6.41
Pharmaceuticals 6.55 6.55 4.36
Tobacco 6.18 6.18 2.93

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 98.23
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.78

View All

Concentration

Holdings (%)
Top 5 28.53
Top 10 49.86
Sector (%)
Top 3 53.26

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