1M
6M
1Y
3Y
5Y
All
| NAV: 23 Mar 2023 | ₹126.02 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹59.82Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.8% | 24.4% | 10.6% | 12.2% |
| Category average | 0.4% | 25.4% | 10.4% | NA |
| Rank with in category | 5 | 24 | 18 | NA |
Understand terms
Holdings (27)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ITC Ltd. | Consumer Staples | Equity | 9.3% |
| HCL Technologies Ltd. | Technology | Equity | 8.7% |
| Tech Mahindra Ltd. | Technology | Equity | 8.6% |
| Housing Development Finance Corporation Ltd. | Financial | Equity | 8.3% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 6.9% |
| ICICI Bank Ltd. | Financial | Equity | 5.1% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 5.0% |
| Axis Bank Ltd. | Financial | Equity | 4.9% |
| Gujarat Pipavav Port Ltd. | Services | Equity | 4.5% |
| Coal India Ltd. | Energy | Equity | 2.9% |
See All
Pros and cons
Category: Equity ELSS
Pros
Cons
Exit load is zero
3Y and 10Y annualised returns lower than category average
1Y and 5Y annualised returns higher than category average
Lock-in period: 3Y
Higher expense ratio: 1.73%
Expense ratio, exit load and tax
Expense ratio: 1.73%
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
Ramneek KundraMay 2022 - PresentView details
Ramneek Kundra
May 2022 - Present
View details
Education
Mr. Kundra is B.Sc. and MS.
Experience
Prior to joining Taurus Mutual Fund, he has worked with HDFC Bank and at advertising technology startup in New York.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Ground Floor - AML Centre-1,8 Mahal Industrial Estate,Mahakali Caves Road, Andheri (E), Mumbai 400093
Phone
022-66242700 / 1800-108-1111
Launch Date
20 Aug 1993
E-mail
[email protected]Website
NA
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
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