Taurus ELSS Tax Saver Fund - Regular Plan - Growth
Fund House: Taurus Mutual Fund| Category: Equity: ELSS |
| Launch Date: 31-03-1996 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 2.44% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 78.52 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 54% | Exit Load: NA |
190.45
-0.49 (-0.2573%)
11.14%
Benchmark: 12.61%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
14 Years 6 Months
18 Years 5 Months
25 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.9 |
| Sharpe Ratio | 1.07 |
| Alpha | 3.7 |
| Beta | 0.73 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 8.46 | 21.12 | 22.44 | 21.62 | 13.18 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 12.02 | 22.14 | 22.56 | 25.56 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 11.88 | 26.58 | 24.49 | 24.36 | 13.6 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 11.16 | 26.15 | - | - | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 9.85 | 31.86 | 32.22 | 27.83 | 17.02 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 8.36 | 26.18 | 26.8 | 27.18 | 13.71 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 8.27 | 19.95 | 20.56 | 22.82 | 13.41 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 6.77 | 25.57 | 24.6 | 25.71 | 15.89 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 6.72 | 20.78 | 20.91 | 23.95 | - |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth | 06-12-2022 | 6.49 | 15.97 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.38%
Others
12.24%
Large Cap
64.54%
Mid Cap
7.84%
