Taurus ELSS Tax Saver Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
22.52%
3Y annualised
+0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Jul 2025₹205.70
Min. SIP amount₹500
Rating4
Fund size₹80.98Cr

Return calculator

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

Holdings (32)

NameSectorInstrumentAssets
FinancialEquity9.45%
FinancialEquity9.24%
Consumer StaplesEquity7.61%
FinancialEquity7.46%
HealthcareEquity6.24%
EnergyEquity4.26%
FinancialEquity4.24%
EnergyEquity3.66%
EnergyEquity3.15%
TechnologyEquity3.03%
AutomobileEquity2.88%
Capital GoodsEquity2.83%
Consumer StaplesEquity2.75%
HealthcareEquity2.56%
CommunicationEquity2.20%
ServicesEquity2.14%
TechnologyEquity2.12%
TechnologyEquity2.09%
ServicesEquity1.69%
HealthcareEquity1.62%
FinancialEquity1.56%
ConstructionEquity1.40%
AutomobileEquity1.37%
FinancialEquity1.31%
HealthcareEquity1.28%
InsuranceEquity0.96%
Capital GoodsEquity0.77%
Consumer StaplesEquity0.74%
Metals & MiningEquity0.73%
ConstructionEquity0.67%
Capital GoodsEquity0.61%
TechnologyEquity0.57%
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 returns4.0%22.5%21.6%14.2%
Category average1.3%20.8%22.8%NA
Rank with in category131327NA
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
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: 5.43 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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