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 (31-05-2025) |
| 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 |
87.68
0.39 (0.4448%)
11.42%
Benchmark: 12.59%
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
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 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%
