Taurus ELSS Tax Saver Fund - Direct Plan - Growth
Expense Ratio: 1.79
Risk: Very High
Equity Scheme - ELSS
Plan: Direct
Benchmark: BSE 500 TRI
Inception: 05-03-2007
Exit Load: Nil
Fund Size:₹76.25 Cr
Performance
1Y
Fund-5.16%
Cat. Avg.-0.25%
2Y
Fund-0.93%
Cat. Avg.1.05%
3Y
Fund11.12%
Cat. Avg.13.31%
5Y
Fund11.39%
Cat. Avg.12.83%
10Y
Fund12.90%
Cat. Avg.14.53%
SI
Fund12.62%
Cat. Avg.14.60%
Fund Facts
Beta
0.78
Std Dev
11.45%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ITC Ltd. | 5.48 | 8.52% |
| 2 | HDFC Bank Ltd. | 5.07 | 7.87% |
| 3 | Bajaj Holdings & Investment Ltd. | 4.55 | 7.06% |
| 4 | ICICI Bank Ltd. | 4.40 | 6.83% |
| 5 | Power Grid Corporation of India Ltd. | 4.29 | 6.67% |
| 6 | Divi's Laboratories Ltd. | 3.70 | 5.75% |
| 7 | Coal India Ltd. | 3.15 | 4.90% |
| 8 | Pace Digitek Ltd. | 3.14 | 4.87% |
| 9 | Narayana Hrudayalaya Ltd. | 3.12 | 4.85% |
| 10 | Indian Energy Exchange Ltd. | 3.10 | 4.81% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59823 | -0.3% | -0.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -0.5% | -0.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.90 L. | +5.8% | +3.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.82 L. | +27.3% | +9.8% |
| 10Y | 08 Aug, 16 | 6 L. | 11.39 L. | +89.9% | +12.4% |
| SI | 07 Jan, 13 | 8.15 L. | 20.77 L. | +154.8% | +12.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 94845 | -5.2% | -5.2% |
| 2Y | 16 Jul, 24 | 1 L. | 98150 | -1.9% | -0.9% |
| 3Y | 17 Jul, 23 | 1 L. | 1.37 L. | +36.6% | +11.0% |
| 5Y | 16 Jul, 21 | 1 L. | 1.71 L. | +71.5% | +11.4% |
| 10Y | 18 Jul, 16 | 1 L. | 3.38 L. | +238.2% | +13.0% |
| SI | 02 Jan, 13 | 1 L. | 5.00 L. | +400.0% | +12.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.