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Taurus Tax Shield (G) SET SMS ALERT

48.290
0.14 (0.29%)
NAV as on Oct-17-2014
NAV as on Oct-17-2014

Fund Family Taurus Mutual Fund

Fund Class ELSS

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Oct-17-2014)

Period Returns (%) Rank #
1 mth -4.5 50
3 mth 1.2 80
6 mth 18.1 83
1 year 32.9 76
2 year 14.8 45
3 year 14.9 42
5 year 8.8 35

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.8 18.1 4.0 - -
2013 -9.6 -0.9 -4.9 13.5 -0.7
2012 9.8 1.6 8.5 4.7 28.4
2011 -7.5 -1.8 -10.0 -4.7 -22.9
2010 -2.3 4.5 17.2 -3.5 18.0
2009 -1.4 56.5 14.7 4.4 91.9

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 -4.5 1.2 18.1 32.9 14.8 14.9 8.8
Category avg -4.2 3.8 23.7 41.8 12.1 10.1 5.9
Difference of Fund returns and Category returns -0.3 -2.6 -5.6 -8.9 2.7 4.8 2.9
Best of category -2.1 9.9 42.7 90.2 34.3 28.9 20.8
Worst of category -7.3 -4.2 -0.2 6.0 6.6 6.6 1.5
Benchmark returns # -2.8 1.4 16.7 32.5 17.5 15.0 8.1
Difference of Fund returns and Benchmark returns -1.7 -0.2 1.4 0.4 -2.7 -0.1 0.7
# 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 Growth
Launch date Mar 31, 1996
Benchmark S&P BSE 200
Asset Size (Rs cr) 90.33 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend Rs.3.50 (Dec-23-2005) 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 (G) Rank 3
4,327.68 3.5 23.9 44.8 21.7 11.9
HDFC Tax Saver (G) Rank 3
4,036.36 1.6 25.6 54.6 20.3 14.3
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 7.1 42.2 88.9 28.8 19.3
ICICI Pru Tax Plan (G) Rank 2
1,840.90 5.6 27.4 54.8 23.8 17.3
Axis Long Term Equity Fund (G) Rank 1
1,310.99 4.8 29.5 59.6 27.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance - 6.73
Larsen Engineering - 4.86
Infosys Technology - 4.68
Reliance Oil & Gas - 4.36
HDFC Banking/Finance - 3.79
Tata Motors Automotive - 3.62
TCS Technology - 3.60
HDFC Bank Banking/Finance - 3.45
ONGC Oil & Gas - 3.35
ITC Tobacco - 3.03

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 27.63 28.43 21.91
Technology 12.95 18.36 12.48
Oil & Gas 10.44 13.22 9.42
Engineering 8.53 9.88 4.14
Pharmaceuticals 6.98 6.85 3.99
Automotive 6.15 8.85 5.61

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 98.69
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.29

View All

Concentration

Holdings (%)
Top 5 24.42
Top 10 41.47
Sector (%)
Top 3 51.02

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