Taurus ELSS Tax Saver Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
20.20%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb 2024₹179.05
Min. SIP amount₹500
Rating3
Fund size₹73.89Cr

Return calculator

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

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns39.5%20.2%18.4%14.7%
Category average36.1%18.6%18.9%NA
Rank with in category121422NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
TechnologyEquity9.75%
FinancialEquity9.29%
FinancialEquity5.88%
ServicesEquity5.72%
TechnologyEquity5.59%
FinancialEquity5.06%
FinancialEquity5.01%
Consumer StaplesEquity4.78%
TechnologyEquity4.62%
HealthcareEquity4.45%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Exit load is zero
5Y and 10Y annualised returns lower than category average
Consistently higher annualised returns than category average for the past 1Y and 3Y
Lock-in period: 3Y
Higher alpha: 3.48 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y
Higher expense ratio: 1.75%

Expense ratio, exit load and tax

Expense ratio: 1.75%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

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,

Compare funds

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