Taurus ELSS Tax Saver Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
01234567890123456789.01234567890123456789%
3Y annualised
-1.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Apr 2025₹185.55
Min. SIP amount₹500
Rating4
Fund size₹72.17Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹59,522 (-0.80%)

Holdings (34)

NameSectorInstrumentAssets
FinancialEquity9.92%
FinancialEquity8.35%
FinancialEquity6.97%
TechnologyEquity6.15%
TechnologyEquity4.99%
HealthcareEquity4.66%
Consumer StaplesEquity4.38%
FinancialEquity4.03%
TechnologyEquity3.82%
EnergyEquity3.32%
FinancialEquity3.13%
Capital GoodsEquity3.02%
HealthcareEquity2.79%
HealthcareEquity2.70%
AutomobileEquity2.41%
EnergyEquity1.86%
AutomobileEquity1.78%
ServicesEquity1.76%
FinancialEquity1.71%
CommunicationEquity1.05%
TechnologyEquity0.91%
EnergyEquity0.87%
FinancialEquity0.84%
Capital GoodsEquity0.77%
InsuranceEquity0.75%
TechnologyEquity0.73%
ServicesEquity0.72%
Metals & MiningEquity0.66%
HealthcareEquity0.66%
HealthcareEquity0.65%
ConstructionEquity0.52%
ConstructionEquity0.35%
ServicesEquity0.19%
ServicesEquity0.18%
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 returns4.5%14.6%24.9%13.6%
Category average4.6%13.9%26.4%NA
Rank with in category201227NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.26%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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: 4.74 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 1.08%
Lock-in period: 3Y
Higher expense ratio: 2.26%

Compare funds

Taurus ELSS Tax Saver Direct Growth
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MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
1st
Next SIP instalment on 05 of Apr
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