Taurus Tax Shield Fund-Reg(G)

106.44 0.16 (0.15%) NAV as on 23-Jul-21
Fund Family:Taurus Mutual Fund
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return13.1012.6239.6710.8213.4811.61
Category Avg14.7517.7351.7713.9413.4816.24
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX10.658.3838.9013.0013.76-
NIFTY10.5610.3341.3812.6713.17-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20219.69NANA3.71
202017.1610.9117.06-25.28
2019-0.31-2.584.975.62
20182.090.54-1.48-1.11
20177.363.309.1214.02
201610.106.77-6.24-6.38

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202013.66466817.92
20197.67387210.38
201807750.82
201738276834.97
20163.1942625.37

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)51.9928-Mar-1476.232.424.0825.23
Quant Tax Plan(G)205.0431-Mar-00109.4831.4324.0615.22
SBI Tax advantage Fund-II(G)72.0909-Apr-1278.1529.523.4223.6
SBI LT Advantage Fund-II-Reg(G)23.4501-Apr-1570.1621.6416.1214.4
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.0045
Semi Standard Deviation [%]0.6465
Beta [%]0.8240
Sharp Ratio [%]0.6902
R-Square [%]0.9323
Expense Ratio [%]2.4500
AVG Ratio [%]0.1382
Other Ratios
Jenson Ratio [%]0.0249
Treynor Ratio [%]0.1575
Turnover Ratio [%]1.1400
FAMA Ratio [%]0.0572
SORTINO Ratio [%]0.1968

Return Calculator

MARKET STATS As on 23/07/2021 As on 23/07/2021

15856.05 (0.20) 52975.80 (0.26)

TOP GAINERS

Company Price Change Gain (%)
Zomato126.0050.0065.79
Tainwala Chem&Plast.104.4017.4020.00

TOP LOSERS

Company Price Change Loss (%)
Vodafone Idea8.35-0.90-9.73
Trejhara Solutions64.10-6.60-9.34

Portfolio Comparison

MUTUAL FUND ACTIVITY