Taurus ELSS Tax Saver Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
17.96%
3Y annualised
-0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Aug 2025
₹197.62
Rating
4
Min. SIP amount
₹500
Fund size
₹78.41Cr

Return calculator

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

Holdings (32)

NameSectorInstrumentAssets
FinancialEquity9.85%
FinancialEquity9.28%
FinancialEquity7.90%
Consumer StaplesEquity7.77%
HealthcareEquity5.69%
EnergyEquity4.27%
FinancialEquity3.90%
ServicesEquity3.34%
EnergyEquity3.12%
AutomobileEquity3.00%
Consumer StaplesEquity2.84%
HealthcareEquity2.73%
TechnologyEquity2.66%
CommunicationEquity2.17%
TechnologyEquity2.07%
TechnologyEquity2.04%
ServicesEquity1.93%
Capital GoodsEquity1.91%
FinancialEquity1.83%
EnergyEquity1.71%
HealthcareEquity1.62%
HealthcareEquity1.59%
ConstructionEquity1.40%
AutomobileEquity1.33%
FinancialEquity1.27%
InsuranceEquity0.91%
FinancialEquity0.73%
Metals & MiningEquity0.71%
Capital GoodsEquity0.71%
Consumer StaplesEquity0.69%
Capital GoodsEquity0.56%
TechnologyEquity0.51%
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-2.6%18.0%19.2%13.7%
Category average-4.8%15.7%20.1%NA
Rank with in category161128NA
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: 4.93 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 0.88%
Lock-in period: 3Y
Higher expense ratio: 1.79%

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