Should I invest in Taurus Tax Shield?

We don't give personal investment advice. Taurus Tax Shield-Dividend Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.0%. 5-year CAGR: 10.70%.

Taurus

Taurus Tax Shield-Dividend Option

Latest NAV

₹81.0600

As of

3 Jun 2026

4,445 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.25%	-2.11%	+1.86	76 / 90	Q4
1W	-2.24%	-4.12%	+1.87	80 / 87	Q4
2W	-0.93%	-3.75%	+2.82	69 / 87	Q4
1M	-1.58%	-5.60%	+4.02	43 / 87	Q2
3M	+0.57%	-5.40%	+5.97	25 / 87	Q2
6M	-7.01%	-3.98%	-3.03	58 / 89	Q3
YTD	-5.35%	-5.20%	-0.15	39 / 89	Q2
1Y	-5.19%	+1.41%	-6.60	59 / 87	Q3
2Y	+1.36%	-0.15%	+1.51	42 / 86	Q2
3Y	+11.20%	+6.12%	+5.08	45 / 81	Q3
4Y	+12.65%	+7.91%	+4.75	34 / 78	Q2
5Y	+10.70%	+6.94%	+3.76	43 / 77	Q3
7Y	+11.49%	+8.75%	+2.74	32 / 75	Q2
10Y	+12.46%	+8.10%	+4.36	18 / 69	Q2
Inception	+6.05%	+5.86%	+0.19	61 / 91	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.35%	-7.12%	+1.78	15 / 47
2025	-0.89%	+1.54%	-2.42	35 / 47
2024	+19.91%	+18.17%	+1.73	24 / 47
2023	+28.44%	+23.46%	+4.99	14 / 49
2022	+6.62%	+0.75%	+5.87	13 / 52
2021	+19.66%	+28.91%	-9.24	46 / 54
2020	+13.48%	+11.40%	+2.08	27 / 56
2019	+7.33%	+2.03%	+5.30	20 / 59
2018	+0.34%	-9.68%	+10.02	6 / 61
2017	+37.28%	+29.95%	+7.33	13 / 65
2016	+2.64%	-0.31%	+2.95	31 / 70

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.03%

209 windows

min -44.3% · max 64.5%

71% positive

3-Year rolling

+9.81%

184 windows

min -17.0% · max 23.6%

82% positive

5-Year rolling

+10.58%

160 windows

min -9.6% · max 22.0%

95% positive

7-Year rolling

+10.49%

136 windows

min -1.6% · max 15.8%

99% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.56%

3-year · annualised

Sharpe ratio

0.39

vs risk-free 6.5%

Sortino ratio

0.71

Downside-only deviation

Max drawdown

-17.01%

Dec 2024 → Mar 2026

% positive months

52.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
HDFC TaxSaver-Dividend Plan	HDFC	₹63.5390	3 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹19.9775	3 Jun 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹85.4857	3 Jun 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹27.4000	3 Jun 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹121.5100	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹29.6508	3 Jun 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹57.8774	3 Jun 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹41.1340	3 Jun 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹29.5000	3 Jun 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹21.1600	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹81.0600
2 Jun 2026	₹81.2600
1 Jun 2026	₹80.6900
29 May 2026	₹81.6500
27 May 2026	₹82.9200
26 May 2026	₹83.0200
25 May 2026	₹83.1400
22 May 2026	₹82.0800
21 May 2026	₹82.0600
20 May 2026	₹81.8200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Taurus Tax Shield-Dividend Option is ₹81.0600. It's a ELSS from Taurus, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Taurus Tax Shield-Dividend Option has NAV history starting from 08 May 2008, a track record of about 18 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Taurus Tax Shield-Dividend Option is managed by Taurus. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Tax Shield-Dividend Option has delivered a absolute return of -5.19% — -6.6 pp behind the ELSS category average of 1.41%. The fund ranks #59 of 87 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Taurus Tax Shield-Dividend Option has delivered a CAGR of 11.20% — +5.08 pp ahead of the ELSS category average of 6.12%. The fund ranks #45 of 81 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Taurus Tax Shield-Dividend Option has delivered a CAGR of 10.70% — +3.76 pp ahead of the ELSS category average of 6.94%. The fund ranks #43 of 77 in its category — the third (Q3) quartile.

₹1 lakh invested in Taurus Tax Shield-Dividend Option exactly 10 years ago would be worth approximately ₹323,594 today — a multiplier of 3.24×, based on the 10-year CAGR of 12.46%. The category average over the same window would have grown ₹1 lakh to ₹217,976.

A ₹10,000 monthly SIP in Taurus Tax Shield-Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹742,356 today. That's an XIRR (money-weighted annualised return) of 8.44%.

A ₹10,000 monthly SIP for 10 years in Taurus Tax Shield-Dividend Option = ₹1,200,000 invested. It would currently be worth ₹2,178,195 (multiplier 1.82×). XIRR: 11.47%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Tax Shield-Dividend Option ranks #43 out of 77 funds in the ELSS category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 6.94%; this fund delivered 10.70%.

The worst peak-to-trough decline Taurus Tax Shield-Dividend Option has experienced over the last 5-year window is 17.01% — its NAV fell from a high on 13 Dec 2024 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Taurus Tax Shield-Dividend Option averaged 10.58% (best 21.99%, worst -9.64%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.36 — weak risk-adjusted performance.

In calendar year 2025, Taurus Tax Shield-Dividend Option returned -0.89% — lagging the ELSS category average of 1.54% by 2.42 pp. It ranked #35 of 47 in its category that year.

Taurus Tax Shield-Dividend Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Taurus Tax Shield-Dividend Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.0%. 5-year CAGR: 10.70%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.