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 (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 75.96 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 54% | Exit Load: NA |
183.6
0.33 (0.1797%)
11.04%
Benchmark: 12.51%
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 | 12.34 |
| Sharpe Ratio | 0.79 |
| Alpha | 2.49 |
| Beta | 0.75 |
| 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 | 11.6 | 20.77 | 19.42 | 21.7 | 13.15 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 17.03 | 26.19 | 20.78 | 24.49 | 13.48 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 16.82 | 26.7 | - | - | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 15.91 | 33.02 | 28.6 | 28.19 | 17.01 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 15.81 | 21.95 | 19.8 | 25.96 | - |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 13.7 | 20.82 | 17.58 | 23.06 | 13.25 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 13.25 | 26.41 | 21.7 | 26.33 | 15.95 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 12.57 | 27.44 | 23.91 | 27.69 | 13.55 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 11.76 | 15.06 | 14.89 | 22.49 | - |
| Invesco India ELSS Tax Saver Fund - Growth | 29-12-2006 | 11.75 | 23.3 | 18.85 | 21.82 | 13.55 |
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
16.96%
Others
15.4%
Large Cap
62.48%
Mid Cap
5.16%
