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  • Taurus ELSS Tax Saver Fund - Regular Plan - Growth
Taurus ELSS Tax Saver Fund - Regular Plan - Growth

Category: Equity: ELSS

Launch Date: 31-03-1996

Riskometer: Very High

NAV as on 04-06-2025

₹ 183.45

₹ 0.94 ( 0.5124%)

CAGR Since Inception

11.03%

BSE 500 TRI 12.51%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Investment Objective

To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits

Benchmark

BSE 500 TRI

Expense Ratio

1.79% As on (31-05-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

7.6 Cr As on (30-04-2025)

PERFORMANCE of Taurus ELSS Tax Saver Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 04-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 15.74 19.49 21.46 13.25 11.03
Benchmark - - - - -
Equity: ELSS 12.52 19.06 23.35 13.8 14.95
Nav Movement
RETURNS CALCULATOR for Taurus ELSS Tax Saver Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Taurus ELSS Tax Saver Fund - Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 11.02 0.79 2.49 0.75 - -
Equity: ELSS - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Taurus ELSS Tax Saver Reg Gr 21.46
HSBC Tax Saver Equity Gr 24.49
Motilal Oswal ELSS Tax Saver Fund Reg Gr 28.23
WhiteOak Capital ELSS Tax Saver Fund Reg Gr 0.0
Parag Parikh ELSS Tax Saver Reg Gr 25.76
DSP ELSS Tax Saver Reg Gr 26.23
HSBC ELSS Tax saver Fund Reg Growth 23.51
ICICI Prudential ELSS Tax Saver Fund Gr 22.86
Tata ELSS Tax Saver Gr Reg 22.56
Invesco India ELSS Tax Saver Fund Gr 21.79
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 38.73
N/A 15.4
Healthcare 9.74
Automobile and Auto Components 8.19
Information Technology 7.74
Fast Moving Consumer Goods 4.86
Capital Goods 4.12
Oil, Gas & Consumable Fuels 3.3
power 2.98
Consumer Services 2.19
Portfolio Holdings
Company Holdings (%)
TREPS 13.16
HDFC BANK LIMITED EQ NEW FV RE. 1/- 10.48
BAJAJ HOLDINGS AND INVESTMENT LTD. EQ 8.17
ICICI BANK LIMITED EQ NEW FV RS. 2/- 7.83
NARAYANA HRUDAYALAYA LIMITED EQ 5.39
ITC LIMITED EQ NEW FV RE.1/- 4.48
AXIS BANK LIMITED EQ NE FV RS. 2/- 4.47
HBL POWER SYSTEMS LIMITED EQ NEW F.V. RE.1/- 4.1
PUNJAB NATIONAL BANK EQ NEW FV RS. 2/- 3.41
COAL INDIA LTD EQ 3.3
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