Taurus Tax shield Regular Growth

Fund Overview

Fund Size

₹71 Cr

Expense Ratio

2.52%

ISIN

INF044D01AC9

Minimum SIP

₹500

Exit Load

No Charges

Inception Date

31 Mar 1996

About this fund

Taurus Tax shield Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by Taurus Mutual Fund. This fund has been in existence for 30 years, 1 months and 15 days, having been launched on 31-Mar-96.
As of 14-May-26, it has a Net Asset Value (NAV) of ₹174.36, Assets Under Management (AUM) of 70.88 Crores, and an expense ratio of 2.52%.

Taurus Tax shield Regular Growth has given a CAGR return of 11.49% since inception.
The fund's asset allocation comprises around 98.00% in equities, 0.00% in debts, and 2.00% in cash & cash equivalents.
You can start investing in Taurus Tax shield Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-2.85%

— (Cat Avg.)

3 Years

+12.45%

+13.91% (Cat Avg.)

5 Years

+12.28%

+13.41% (Cat Avg.)

10 Years

+13.05%

+13.95% (Cat Avg.)

Since Inception

+11.49%

— (Cat Avg.)

Portfolio Summaryas of 30th April 2026

Equity	₹69.46 Cr	98.00%
Others	₹1.42 Cr	2.00%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
ITC Ltd	Equity	₹6 Cr	8.47%
Bajaj Holdings and Investment Ltd	Equity	₹5.34 Cr	7.53%
HDFC Bank Ltd	Equity	₹5.34 Cr	7.53%
Power Grid Corp Of India Ltd	Equity	₹4.61 Cr	6.51%
ICICI Bank Ltd	Equity	₹4.61 Cr	6.50%
Divi's Laboratories Ltd	Equity	₹4.05 Cr	5.71%
Indian Energy Exchange Ltd	Equity	₹4.01 Cr	5.65%
Pace Digitek Ltd	Equity	₹3.81 Cr	5.37%
Coal India Ltd	Equity	₹3.37 Cr	4.76%
Narayana Hrudayalaya Ltd	Equity	₹2.77 Cr	3.91%
Mahindra & Mahindra Ltd	Equity	₹2.27 Cr	3.21%
Axis Bank Ltd	Equity	₹2.21 Cr	3.11%
Park Medi World Ltd	Equity	₹1.96 Cr	2.77%
Mazagon Dock Shipbuilders Ltd	Equity	₹1.84 Cr	2.59%
Insolation Energy Ltd	Equity	₹1.7 Cr	2.40%
Bharti Airtel Ltd	Equity	₹1.68 Cr	2.36%
Power Finance Corp Ltd	Equity	₹1.56 Cr	2.21%
Oracle Financial Services Software Ltd	Equity	₹1.47 Cr	2.07%
Net Receivable / Payable	Cash	₹1.42 Cr	2.00%
Reliance Industries Ltd	Equity	₹1.38 Cr	1.95%
Infosys Ltd	Equity	₹1.22 Cr	1.72%
Hindustan Petroleum Corp Ltd	Equity	₹1.2 Cr	1.69%
Grasim Industries Ltd	Equity	₹1.11 Cr	1.57%
LG Electronics India Ltd	Equity	₹1.11 Cr	1.56%
HCL Technologies Ltd	Equity	₹1.03 Cr	1.45%
HDFC Asset Management Co Ltd	Equity	₹0.8 Cr	1.12%
Central Depository Services (India) Ltd	Equity	₹0.74 Cr	1.04%
HBL Engineering Ltd	Equity	₹0.69 Cr	0.97%
Life Insurance Corporation of India	Equity	₹0.64 Cr	0.90%
Balrampur Chini Mills Ltd	Equity	₹0.52 Cr	0.73%
Chemtech Industrial Valves Ltd	Equity	₹0.45 Cr	0.63%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹25.24 Cr	35.60%
Technology	₹10.33 Cr	14.57%
Healthcare	₹8.78 Cr	12.39%
Consumer Defensive	₹6.52 Cr	9.20%
Energy	₹5.95 Cr	8.39%
Utilities	₹4.61 Cr	6.51%
Industrials	₹2.98 Cr	4.20%
Consumer Cyclical	₹2.27 Cr	3.21%
Communication Services	₹1.68 Cr	2.36%
Basic Materials	₹1.11 Cr	1.57%

Risk & Performance Ratios

Fund Managers

Anuj Kapil

Since August 2023

Additional Scheme Detailsas of 30th April 2026

ISIN

INF044D01AC9

Expense Ratio

2.52%

Exit Load

No Charges

Fund Size

₹71 Cr

Age

30 years 1 month

Lumpsum Minimum

₹500

Fund Status

Open Ended Investment Company

Benchmark

BSE 500 India TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth Low Risk	2.4%	0.0%	₹82.28 Cr	3.5%
Bajaj Finserv ELSS Tax Saver Fund Direct Growth Low Risk	0.7%	0.0%	₹82.28 Cr	5.3%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹234.68 Cr	4.2%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth Very High Risk	-	0.0%	₹63.23 Cr	10.8%
SBI Long Term Advantage Fund Series II Regular Growth Very High Risk	-	0.0%	₹34.17 Cr	6.4%
SBI Long Term Advantage Fund Series II Direct Growth Very High Risk	-	0.0%	₹34.17 Cr	6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth Very High Risk	-	0.0%	₹63.23 Cr	10.5%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth Very High Risk	1.4%	0.0%	₹30.56 Cr	11.8%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	1.2%	0.0%	₹30.56 Cr	12.0%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth Very High Risk	1.4%	0.0%	₹13.10 Cr	5.6%
SBI Long Term Advantage Fund Series I Regular Growth Low Risk	-	0.0%	₹49.50 Cr	16.8%
SBI Long Term Advantage Fund Series I Direct Growth Low Risk	-	0.0%	₹49.50 Cr	17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	1.3%	0.0%	₹75.03 Cr	11.3%
SBI Long Term Advantage Fund Series VI Regular Growth Very High Risk	-	0.0%	₹250.68 Cr	-0.8%
SBI Long Term Advantage Fund Series VI Direct Growth Very High Risk	-	0.0%	₹250.68 Cr	-0.5%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth Very High Risk	1.4%	0.0%	₹75.03 Cr	11.1%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	1.2%	-	₹33.90 Cr	13.9%
SBI Tax Advantage Fund Series III Direct Growth Very High Risk	-	0.0%	₹33.26 Cr	32.0%
SBI Tax Advantage Fund Series III Regular Growth Very High Risk	-	0.0%	₹33.26 Cr	31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth Very High Risk	1.4%	-	₹33.90 Cr	13.6%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth Very High Risk	1.4%	0.0%	₹37.52 Cr	-1.4%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth Very High Risk	1.0%	0.0%	₹37.52 Cr	-1.0%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth Very High Risk	1.4%	0.0%	₹22.63 Cr	13.8%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	1.2%	0.0%	₹22.63 Cr	14.0%
SBI Long Term Advantage Fund Series III Regular Growth Very High Risk	-	0.0%	₹66.00 Cr	-3.0%
SBI Long Term Advantage Fund Series III Direct Growth Very High Risk	-	0.0%	₹66.00 Cr	-2.6%
SBI Long Term Advantage Fund Series V Direct Growth Very High Risk	-	0.0%	₹353.31 Cr	2.2%
SBI Long Term Advantage Fund Series V Regular Growth Very High Risk	-	0.0%	₹353.31 Cr	1.8%
SBI Long Term Advantage Fund Series IV Regular Growth Very High Risk	-	0.0%	₹194.41 Cr	2.6%
SBI Long Term Advantage Fund Series IV Direct Growth Very High Risk	-	0.0%	₹194.41 Cr	3.0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	1.3%	0.0%	₹35.88 Cr	11.3%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth Very High Risk	1.4%	0.0%	₹35.88 Cr	11.2%
Invesco India Tax Plan Regular Growth Very High Risk	2.0%	0.0%	₹2541.65 Cr	-4.6%
HSBC ELSS Fund Direct Growth Very High Risk	1.3%	0.0%	₹3938.60 Cr	3.7%
LIC MF ELSS Direct Growth Very High Risk	1.0%	0.0%	₹993.77 Cr	-4.6%
Kotak Taxsaver Fund Direct Growth Very High Risk	0.6%	0.0%	₹6112.43 Cr	-0.3%
Invesco India Tax Plan Direct Growth Very High Risk	0.9%	0.0%	₹2541.65 Cr	-3.6%
HSBC Tax Saver Equity Fund Regular Growth Very High Risk	2.5%	0.0%	₹243.60 Cr	4.0%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth Very High Risk	1.1%	0.0%	₹12809.74 Cr	0.1%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.6%	0.0%	₹1296.13 Cr	-0.6%
Bandhan Tax Advantage (ELSS) Fund Direct Growth Very High Risk	0.6%	0.0%	₹6835.31 Cr	2.8%
Nippon India Tax Saver (ELSS) Fund Direct Growth Very High Risk	1.0%	0.0%	₹14742.47 Cr	3.6%
JM Tax Gain Fund Direct Growth Very High Risk	1.0%	0.0%	₹195.75 Cr	4.2%
Samco ELSS Tax Saver Fund Direct Growth Very High Risk	1.0%	0.0%	₹106.23 Cr	-1.3%
Samco ELSS Tax Saver Fund Regular Growth Very High Risk	2.4%	0.0%	₹106.23 Cr	-2.6%
Mahindra Manulife ELSS Fund Regular Growth Very High Risk	2.0%	0.0%	₹888.52 Cr	-4.3%
Mahindra Manulife ELSS Fund Direct Growth Very High Risk	0.6%	0.0%	₹888.52 Cr	-2.8%

About the AMC

Taurus Mutual Fund

+91 22 66242700

https://taurusmutualfund.com/

Total AUM

₹900 Cr

Address

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

Other Funds by Taurus Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Taurus Banking & Financial Services Fund Direct Growth Very High Risk	2.5%	1.0%	₹11.42 Cr	-1.1%
Taurus Largecap Equity Fund Direct Growth Very High Risk	2.3%	1.0%	₹51.20 Cr	1.1%
Taurus Ethical Fund Direct Growth Very High Risk	1.8%	1.0%	₹394.59 Cr	1.3%
Taurus Discovery (Midcap) Fund Direct Growth Very High Risk	2.1%	1.0%	₹122.77 Cr	0.6%
Taurus Infrastructure Fund Direct Growth Very High Risk	2.5%	1.0%	₹9.01 Cr	1.8%
Taurus Nifty 50 Index Fund Direct Growth Very High Risk	0.9%	1.0%	₹6.43 Cr	-3.7%
Taurus Tax shield Direct Growth Very High Risk	2.2%	0.0%	₹70.88 Cr	-2.2%
Taurus Flexi Cap Fund Direct Growth Very High Risk	2.6%	1.0%	₹343.62 Cr	-0.3%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Taurus Tax shield Regular Growth?

The NAV of Taurus Tax shield Regular Growth, as of 14-May-2026, is ₹174.36.

What are the returns of Taurus Tax shield Regular Growth?

The fund has generated -2.85% over the last 1 year and 12.45% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Taurus Tax shield Regular Growth?

The fund's allocation of assets is distributed as 98.00% in equities, 0.00% in bonds, and 2.00% in cash and cash equivalents.

Who manages the Taurus Tax shield Regular Growth?

The fund managers responsible for Taurus Tax shield Regular Growth are:-

Anuj Kapil

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Taurus Tax shield Regular Growth

Fund Overview