Taurus ELSS Tax Saver Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+18.30%
3Y annualised
-0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2025
₹198.70
Rating
4
Min. SIP amount
₹500
Fund size
₹76.29Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (32)

NameSectorInstrumentAssets
FinancialEquity9.54%
FinancialEquity8.70%
Consumer StaplesEquity7.94%
FinancialEquity7.66%
HealthcareEquity5.35%
EnergyEquity4.15%
EnergyEquity4.01%
FinancialEquity3.93%
ServicesEquity3.55%
EnergyEquity3.19%
AutomobileEquity3.08%
Consumer StaplesEquity2.91%
HealthcareEquity2.87%
TechnologyEquity2.71%
FinancialEquity2.34%
CommunicationEquity2.20%
TechnologyEquity2.08%
TechnologyEquity2.04%
ServicesEquity1.96%
FinancialEquity1.74%
HealthcareEquity1.60%
EnergyEquity1.58%
HealthcareEquity1.55%
Capital GoodsEquity1.54%
ConstructionEquity1.45%
AutomobileEquity1.31%
InsuranceEquity0.89%
Consumer StaplesEquity0.72%
Metals & MiningEquity0.70%
Capital GoodsEquity0.68%
Capital GoodsEquity0.54%
TechnologyEquity0.53%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.4%18.3%19.0%13.6%
Category average-6.8%17.5%20.4%NA
Rank with in category51529NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.79%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Anuj Kapil
Aug 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
Launch Date
20 Aug 1993
Taurus Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity ELSS

Pros

Exit load is zero
Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher alpha: 4.71 The fund has generated returns higher than benchmark - BSE 500 Total Return Index - in the last 3Y

Cons

5Y annualised returns lower than category average by 1.25%
Lock-in period: 3Y
Higher expense ratio: 1.79%

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