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Taurus Taxshield - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

  • Equity
  • ELSS
  • Very High
  • Current NAV

    ₹75.78 -0.32%

    15-04-2024
  • Annual Returns

    36.67%

  • Min. SIP ₹500

    Min. Investment ₹500

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  • Equity 94.26%
  • Others 5.74%

Market Cap

Allocation
Large Cap 58.84
Small Cap 18.16
Mid Cap 16.22
Others 1.04

Sector Allocation

Financial

Technology

Services

Healthcare

Materials

Consumer Staples

Metals & Mining

Energy

Textiles

Chemicals

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
13-Mar-2024
Holdings PE Ratio
13-Mar-2024
1Y Return
HCL Technologies Ltd. Large Cap Technology (33.95) 10.12% 26.1 40.88%
HDFC Bank Ltd. Large Cap Financial (25.02) 8.74% 19.21 -11.83%
Gujarat Pipavav Port Ltd. Small Cap Services (148.8) 6.69% 26.45 79.34%
Bajaj Holdings & Investment Ltd. Large Cap Financial (10.67) 6.3% 0 0%
ICICI Bank Ltd. Large Cap Financial (25.02) 5.03% 17.84 19.88%
Axis Bank Ltd. Large Cap Financial (24.43) 4.99% 28.68 29.81%
Coal India Ltd. Large Cap Materials (10.71) 4.65% 9.46 99.87%
Infosys Ltd. Large Cap Technology (33.95) 4.57% 24.96 5.62%
Narayana Hrudayalaya Ltd. Mid Cap Healthcare (92.93) 4.42% 33.77 64.42%
Tech Mahindra Ltd. Large Cap Technology (33.95) 4.35% 42.35 12.31%
ITC Ltd. Large Cap Consumer Staples (28.44) 4.31% 25.9 7.6%
ACC Ltd. Mid Cap Materials (57.02) 2.84% 28.28 38.7%
Cipla Ltd. Large Cap Healthcare (54.75) 2.71% 30.2 51.34%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 2.55% 10.88 109.86%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (22.18) 2.41% 20.12 85.22%
UTI Asset Management Company Ltd. Small Cap Financial (43.97) 2.4% 16.47 27.22%
Computer Age Management Services Ltd. Small Cap Services (33.14) 2.24% 45.88 41.73%
Indraprastha Gas Ltd. Mid Cap Energy (32.81) 1.78% 17.03 -2.33%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (54.75) 1.78% 19.18 23.83%
Vardhman Textiles Ltd. Small Cap Textiles (28.45) 1.71% 22.29 39.53%
Aditya Birla Sun Life AMC Ltd. Small Cap Financial (43.97) 1.52% 20.3 47.93%
Container Corporation Of India Ltd. Mid Cap Services (33.44) 1.46% 46.39 54.04%
NOCIL Ltd. Small Cap Materials (25.45) 1.39% 36.03 14.3%
Divi's Laboratories Ltd. Large Cap Healthcare (54.75) 1.29% 71.52 17.07%
Juniper Hotels Ltd. Services (69.64) 1.04% -1276.76 0%
Globus Spirits Ltd. Small Cap Consumer Staples (61.19) 0.99% 38.35 83.59%
CMS Info Systems Ltd. Small Cap Services (47.94) 0.91% 18.7 32.77%
Tata Chemicals Ltd. Mid Cap Chemicals (12.93) 0.76% 15.38 7.49%
Antony Waste Handling Cell Ltd. Small Cap Services (92.49) 0.29% 20.57 88.37%
Happy Forgings Ltd. Small Cap Metals & Mining (32.09) 0.02% 0 -100%

Market Cap

Allocation
Others 5.74

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 5.17% 0%
Others Others 0.57% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Taurus Taxshield?

The top holdings of this fund are HCL Technologies Ltd., HDFC Bank Ltd., Gujarat Pipavav Port Ltd., Bajaj Holdings & Investment Ltd., ICICI Bank Ltd.

Top 5 Sector for Taurus Taxshield?

The major sectors of this fund are Financial, Technology, Services, Healthcare, Materials.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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