Taurus ELSS Tax Saver Fund - Regular Plan - Payout of Income Distribution Cum Capital Withdrawal Option
Fund House: Taurus Mutual Fund| Category: Equity: ELSS |
| Launch Date: 06-05-2008 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 2.61% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 70.89 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.74% | Exit Load: NA (lock - in period of 3 years) |
84.5
0.4 (0.4734%)
10.32%
Benchmark: 11.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 11.02 |
| Sharpe Ratio | 0.99 |
| Alpha | 1.68 |
| Beta | 0.76 |
| 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 - Payout of Income Distribution Cum Capital Withdrawal Option | 06-05-2008 | -4.04 | -2.25 | 9.28 | 8.71 | 11.84 |
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
25.89%
Others
3.72%
Large Cap
67.31%
Mid Cap
3.08%
