Taurus Taxshield IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Taurus Taxshield IDCW Payout Direct Plan

NAV
₹95.1900
-0.34%
(19 Sep)
AUM
76 Cr
TER
1.79%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+1.6%
-1.2%
-1.4%
-1.4%
-1.4%
-2.3%
3Y
+19.3%
+26.9%
+25.1%
+25.1%
+17.5%
+23.1%
5Y
+19.4%
+27.4%
+25.9%
+25.9%
+20.9%
+21.7%
ALL
+14.0%
+17.8%
+16.4%
+16.4%
+13.1%
+18.9%
VOL
15.9%
18.1%
17.4%
17.4%
-
18.3%
TER
1.8%
0.7%
0.9%
0.9%
-
0.3%
AUM
₹76 Cr
₹4,223 Cr
₹29,937 Cr
₹29,937 Cr
-
₹409 Cr
INFO
0.88
0.98
0.94
0.94
-
1.03
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Taurus Taxshield IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
9.5%
Bajaj Holdings and Investment Ltd
8.7%
ITC Ltd
7.9%
ICICI Bank Ltd
7.7%
Narayana Hrudayalaya Ltd
5.4%
Power Grid Corp Of India Ltd
4.2%
Vikram Solar Ltd
4.0%
Axis Bank Ltd
3.9%
CarTrade Tech Ltd
3.5%
Treps
3.3%
Top industry exposure
Financial Services
34.8%
Technology
13.3%
Consumer Defensive
11.6%
Healthcare
11.4%
Consumer Cyclical
7.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
79%
Lock-in period
3Y
Exit load
No exit load
Fund objective
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

FAQs