Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. |
INDMoney rank | - | 22/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 81 Cr | 36258 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 1.79% | 0.8% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | BSE 500 India TR INR | Nifty 500 TR INR |
No of Holdings | 33 | 93 | ||
Top 5 Holdings | HDFC Bank Ltd (9.45%) Bajaj Holdings and Investment Ltd (9.24%) ITC Ltd (7.61%) ICICI Bank Ltd (7.46%) Narayana Hrudayalaya Ltd (6.24%) | HDFC Bank Ltd (8.38%) ICICI Bank Ltd (6.04%) Bharti Airtel Ltd (4.36%) Bajaj Finance Ltd (4.21%) Torrent Power Ltd (3.06%) | ||
No of Sectors | 10 | 11 | ||
Top 3 Sectors | Financial Services (36.73%) Health (12.56%) Consumer Defensive (11.9%) | Financial Services (31.11%) Consumer Cyclical (14.62%) Industrial (11.1%) | ||
Equity % | 93.2% | 97.31% | ||
Debt % | - | - | ||
P/E | 21.16 | 31.23 | ||
P/B | 3.24 | 5.24 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.84% | 1.65% | ||
3-Month Return | 7.25% | 5.46% | ||
6-Month Return | 7.12% | 8.03% | ||
1-Year Return | 3.36% | 4.84% | ||
3-Year Return | 22.51% | 17.39% | ||
5-Year Return | 21.06% | 17.89% |
Sharpe | 1.35 | 0.86 | ||
Alpha | 5.18 | -1.11 | ||
Beta | 0.72 | 0.96 | ||
Standard Deviation | 11.48 | 14.77 | ||
Information Ratio | 0.29 | -0.35 |
Description | Taurus ELSS Tax Saver Fund-Direct Plan-Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | Axis ELSS Tax Saver Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | - | Shreyash Devalkar,Ashish Naik |