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: 2.44% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 76.31 Cr As on 29-08-2025(Source:AMFI)
Turn over: 54% | Exit Load: NA

86.24

11.09%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
0 Years 0 Months
12 Years 6 Months
13 Years 2 Months
There is no value for 10x
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 11.02
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 -1.98 16.0 18.14 18.19 13.42
HDFC ELSS Tax saver - Growth Plan 05-03-1996 2.75 22.45 22.67 25.43 14.28
HSBC Tax Saver Equity Fund - Growth 05-01-2007 1.84 20.69 20.01 21.55 13.43
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 1.51 17.24 18.39 20.45 -
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 1.05 20.57 - - -
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 0.34 16.98 18.08 20.68 -
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 0.09 17.69 17.47 21.34 13.6
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 -0.19 14.83 15.77 20.35 14.14
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 -0.63 12.3 13.94 19.68 -
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 -0.87 21.0 20.63 20.39 13.61

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

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PORTFOLIO

Market Cap Distribution

Small Cap

18.25%

Others

4.96%

Large Cap

65.48%

Mid Cap

11.31%

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