Taurus ELSS Tax Saver Fund Direct Growth

Taurus ELSS Tax Saver Fund Direct Growth

Equity

Taurus Mutual Fund

Elss (Tax Savings)

Get the latest NAV of Taurus ELSS Tax Saver Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹193.65

▼-0.7%1D

NAV as on 13 May 2025

13.91%/per year

Since Inception

Absolute Gain%

▲▼

24 people have invested ₹ 42K in Taurus ELSS Tax Saver Fund Direct Growth in the last three months

Taurus ELSS Tax Saver Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (13-May-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
5.32%
7.69%
7.25%
3 Months
2.1%
6.91%
5.65%
6 Months
-0.61%
1.98%
0.18%
1 Year
10.61%
8.96%
9.49%
3 Years
20.74%
18.38%
20.27%
5 Years
22.78%
23.86%
24.54%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Taurus ELSS Tax Saver Fund
-
76Cr
1.79%
10.61%
20.74%
13.91%
SBI Long Term Equity Fund Direct Growth
3/23
28,506Cr
0.94%
11.21%
28.7%
16.67%
DSP ELSS Tax Saver Fund Direct Growth
4/23
16,638Cr
0.72%
17.57%
24.21%
18.19%
Mirae Asset ELSS Tax Saver Fund Direct Growth
7/23
24,774Cr
0.6%
12.24%
19.9%
19.37%
See all
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Beats FD returns for both 3Y & 5Y duration
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5Y returns in the bottom 25% of the category

Taurus ELSS Tax Saver Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Taurus ELSS Tax Saver Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 84.6%

Debt & Cash 15.4%

Large cap
62.5%
Small cap
17%
Mid cap
5.2%
Large Cap allocation has gone up from 68.9% to 71.4%
Large Cap allocation has gone up from 68.9% to 71.4%
Small Cap allocation has gone down from 14.5% to 13.5%
Small Cap allocation has gone down from 14.5% to 13.5%
Mid Cap allocation has gone up from 4.1% to 5.8%
Mid Cap allocation has gone up from 4.1% to 5.8%
Cash allocation has gone down from 12.4% to 9.3%
Cash allocation has gone down from 12.4% to 9.3%

Taurus ELSS Tax Saver Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 84.6%

Debt & Cash 15.4%

Financial Services
33%
Tech
21.7%
Basic Materials
10.3%
Health
9.6%
Industrial
7.4%
Consumer Defensive
5.4%
Energy
5.3%
Consumer Cyclical
5%
Utilities
2.3%

Top 3 Sectors in March were Financial Services, Tech & Health

Mar'25

Financial Services

40%

Tech

20%

Health

13%

Feb'25

Financial Services

41%

Tech

21%

Health

13%

Taurus ELSS Tax Saver Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
10.48%
0%
Bajaj Holdings and Investment Ltd
8.17%
0%
ICICI Bank Ltd
7.83%
0%
Narayana Hrudayalaya Ltd
5.39%
0%
ITC Ltd
4.48%
0%
See all
Top Stocks bought last month
Swiggy Ltd's allocation increased from 0.72% to 2.03%
Swiggy Ltd's allocation increased from 0.72% to 2.03%
Oracle Financial Services Software Ltd's allocation increased from 0.73% to 1.77%
Oracle Financial Services Software Ltd's allocation increased from 0.73% to 1.77%
Mahindra & Mahindra Ltd's allocation increased from 1.78% to 2.59%
Mahindra & Mahindra Ltd's allocation increased from 1.78% to 2.59%
Top Stocks sold last month
HCL Technologies Ltd's allocation decreased from 6.15 % to 5.93 %
HCL Technologies Ltd's allocation decreased from 6.15 % to 5.93 %
Infosys Ltd's allocation decreased from 4.99 % to 4.43 %
Infosys Ltd's allocation decreased from 4.99 % to 4.43 %
ITC Ltd's allocation decreased from 4.38 % to 4.33 %
ITC Ltd's allocation decreased from 4.38 % to 4.33 %

Taurus ELSS Tax Saver Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.79%
Benchmark
BSE 500 India TR INR
AUM₹76 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load0%
Lock In3 Years
TurnOver
57.51%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Taurus ELSS Tax Saver Fund

Taurus ELSS Tax Saver Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Taurus ELSS Tax Saver Fund Direct Growth has ₹76 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 1.8.

Returns

Taurus ELSS Tax Saver Fund Direct Growth has given a CAGR return of 13.91% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.61%, 20.74% and 22.78% respectively.

Holdings

Taurus ELSS Tax Saver Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Health, Industrial, Consumer Cyclical, Consumer Defensive, Energy, Utilities, Basic Materials, Communication. Its top holdings are HDFC Bank Ltd, Bajaj Holdings and Investment Ltd, ICICI Bank Ltd, Narayana Hrudayalaya Ltd, ITC Ltd

Taxation

As it is a elss (tax savings) mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Taurus ELSS Tax Saver Fund Direct Growth

To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. There is a lock in period for Taurus ELSS Tax Saver Fund Direct Growth of 3 Years

Learn more about Taurus Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 75.7 Cr
₹ 72.2 Cr
₹ 80.3 Cr
  • AUM of the fund stands at 75.7 Cr as of Mar'25
  • AUM increased by 3.5 Cr between Mar'25 and Feb'25

Compare Taurus ELSS Tax Saver Fund

Taurus ELSS Tax Saver Fund

VS

Axis ELSS Tax Saver Fund Direct Growth

Frequently Asked Questions for Taurus ELSS Tax Saver Fund Direct Growth

What is the current NAV of Taurus ELSS Tax Saver Fund Direct Growth?

The current NAV of Taurus ELSS Tax Saver Fund Direct Growth is ₹193.65 as on 13-May-2025.

What are the average returns of Taurus ELSS Tax Saver Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.
Taurus ELSS Tax Saver Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
5.32%
5.32%
6 Month Returns
-0.61%
-0.61%
1 Year Returns
10.61%
10.61%
3 Years Returns
76.01%
20.74%

How do I invest in Taurus ELSS Tax Saver Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Taurus ELSS Tax Saver Fund Direct Growth?

1.79% as on April 2025

What is net assets under management (AUM) of Taurus ELSS Tax Saver Fund Direct Growth?

₹76 Cr as on April 2025

What are the top 5 holdings of Taurus ELSS Tax Saver Fund Direct Growth?

HDFC Bank Ltd(10.48%), Bajaj Holdings and Investment Ltd(8.17%), ICICI Bank Ltd(7.83%), Narayana Hrudayalaya Ltd(5.39%), ITC Ltd(4.48%) as on April 2025

What are the top 3 sectors that this Taurus ELSS Tax Saver Fund Direct Growth has invested in?

Financial Services(36.65%), Tech(9.81%), Health(9.75%) as on April 2025

What is the alpha of Taurus ELSS Tax Saver Fund Direct Growth?

The alpha ratio for the Taurus ELSS Tax Saver Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Taurus ELSS Tax Saver Fund Direct Growth
1.19
3.36
2.1
As on April 2025
The alpha for Taurus ELSS Tax Saver Fund Direct Growth is calculated against BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Taurus ELSS Tax Saver Fund Direct Growth??

The Beta ratio for the Taurus ELSS Tax Saver Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Taurus ELSS Tax Saver Fund Direct Growth
0.78
0.74
0.76
As on April 2025
The Beta for Taurus ELSS Tax Saver Fund Direct Growth is calculated with BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Taurus ELSS Tax Saver Fund Direct Growth?

The sharpe ratio for the Taurus ELSS Tax Saver Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Taurus ELSS Tax Saver Fund Direct Growth
0.09
0.81
1.24
As on April 2025
The sharpe ratio for Taurus ELSS Tax Saver Fund Direct Growth is calculated with BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Taurus ELSS Tax Saver Fund Direct Growth?

The standard deviation for the Taurus ELSS Tax Saver Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Taurus ELSS Tax Saver Fund Direct Growth
14.1
12.32
12.23
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Taurus ELSS Tax Saver Fund Direct Growth?

Sortino ratio is 1.36 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the information ratio of Taurus ELSS Tax Saver Fund Direct Growth?

Information ratio is 0.25 as on April 2025. It tells the consistency of the fund in generating superior risk-adjusted performance

What is the exit load of Taurus ELSS Tax Saver Fund Direct Growth?

The Exit load of Taurus ELSS Tax Saver Fund Direct Growth is 0%