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

Taurus Taxshield - Portfolio Analysis

  • ₹88.93 (0.2%)

    Current NAV 06-12-2024

  • 40.25%

    Returns

  • Min. SIP ₹200000

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Apr-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 94.73%
  • Others 5.27%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 57.93
Small Cap 18.71
Mid Cap 18.09

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Technology

Services

Healthcare

Materials

Metals & Mining

Consumer Staples

Energy

Textiles

Chemicals

Capital Goods

Automobile

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
06-Dec-2024
Holdings PE Ratio
06-Dec-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (19.68) 9.47% 20.52 14.09%
HCL Technologies Ltd. Large Cap Technology (39.18) 8.32% 30.89 44.05%
Gujarat Pipavav Port Ltd. Small Cap Services (146.71) 5.95% 25.49 27.98%
Bajaj Holdings & Investment Ltd. Large Cap Financial (10.67) 5.61% 0 0%
ICICI Bank Ltd. Large Cap Financial (19.68) 5.51% 19.38 32.56%
Axis Bank Ltd. Large Cap Financial (24.43) 5.43% 28.68 29.81%
Coal India Ltd. Large Cap Materials (18.87) 4.83% 7.13 18.5%
ITC Ltd. Large Cap Consumer Staples (28.5) 4.63% 28.7 1.78%
Narayana Hrudayalaya Ltd. Mid Cap Healthcare (98.06) 4.28% 35.15 12.74%
Tech Mahindra Ltd. Large Cap Technology (39.18) 3.82% 53.47 45.9%
Infosys Ltd. Large Cap Technology (39.18) 3.42% 29.63 30.47%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (31.34) 3.28% 20.24 24.61%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 2.87% 10.88 109.86%
ACC Ltd. Mid Cap Materials (53.93) 2.74% 20.81 6.38%
Cipla Ltd. Large Cap Healthcare (49.19) 2.57% 26.67 22.57%
UTI Asset Management Company Ltd. Small Cap Financial (41.06) 2.43% 20.08 57.87%
Computer Age Management Services Ltd. Small Cap Services (38.46) 2.34% 59.1 83.96%
Indraprastha Gas Ltd. Mid Cap Energy (23.76) 1.96% 14.56 -4.23%
Vardhman Textiles Ltd. Small Cap Textiles (28.45) 1.78% 22.29 39.53%
Tata Chemicals Ltd. Mid Cap Chemicals (21.03) 1.73% -81.94 10.64%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (48.49) 1.72% 19.53 18.18%
BEML Ltd. Small Cap Capital Goods (79.1) 1.53% 72.93 165.94%
CMS Info Systems Ltd. Small Cap Services (56.2) 1.52% 23.49 31.66%
Divi's Laboratories Ltd. Large Cap Healthcare (49.19) 1.48% 88.89 64.55%
NOCIL Ltd. Small Cap Materials (25.45) 1.38% 36.03 14.3%
Container Corporation Of India Ltd. Mid Cap Services (43.57) 1.23% 40.44 5.54%
TVS Motor Company Ltd. Large Cap Automobile (34.46) 1.12% 63.55 33.61%
Globus Spirits Ltd. Small Cap Consumer Staples (61.19) 1% 38.35 83.59%
SAMHI Hotels Ltd. Small Cap Services (82.6) 0.49% -93.67 10.07%
Antony Waste Handling Cell Ltd. Small Cap Services (99.95) 0.29% 27.51 47.35%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 5.27

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 4.14% - 0%
Others Others 1.13% - 0%

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  • Aggressive investment styleAggressive

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Frequently Asked Questions

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.

Top 5 holdings for Taurus Taxshield ?

The top holdings of this fund are

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.

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.

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 Sector for Taurus Taxshield ?

The major sectors of this fund are .

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 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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