TA
Taurus Taxshield - Direct Plan Growth
Latest NAV
-1.61% 1Y
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Benchmark: BSE 500 TRI
Expense ratio
2.05%
AUM
₹72 Cr
Min SIP
₹500
Min lump sum
₹500
1Y
-1.61%
3Y (ann.)
+10.05%
5Y (ann.)
+10.31%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹197.02
52-week range
at 67%
₹197.02
Low 31 Mar 2026₹173.84
High 29 Oct 2025₹208.68
Risk level
Very High
Low
Very high
NAV history
03 Jan 2013
Since inception
01 Oct 2026
Returns by period
1W
-1.96%
1M
-2.49%
3M
+1.60%
6M
+10.98%
1Y
-1.61%
3Y
+10.05%
5Y
+10.31%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 92.20%
Cash & other 7.80%
Sector split
Country split
Top 5 hold 34.5%
Top 10 hold 61.1%
33 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | ITC
INE154A01025 |
Consumer Defensive Tobacco |
India |
7.81%
|
-26.74% |
| 2 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
7.36%
|
-24.64% |
| 3 | Bajaj Holdings & Investments
INE118A01012 |
Financial Services Asset Management |
India |
6.73%
|
-9.88% |
| 4 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
6.54%
|
-6.01% |
| 5 | Pace Digitek
INE0S3G01027 |
Technology Communication Equipment |
India |
6.04%
|
-1.01% |
| 6 | Power Grid Corporation of India
INE752E01010 |
Utilities Utilities - Regulated Electric |
India |
5.99%
|
+9.09% |
| 7 | Divis Laboratories
INE361B01024 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
5.92%
|
+3.58% |
| 8 | Indian Energy Exchange
INE022Q01020 |
Financial Services Capital Markets |
India |
5.85%
|
-6.22% |
| 9 | Coal India
INE522F01014 |
Energy Thermal Coal |
India |
4.57%
|
+19.70% |
| 10 | Reliance Industries
INE002A01018 |
Energy Oil & Gas Refining & Marketing |
India |
4.25%
|
-17.34% |
About this scheme
To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits.
Fund manager(s): Anuj Kapil
Exit load: Nil.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹500
SIP
Purchase
Switch
STP
SWP
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