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Taurus ELSS Tax Saver Fund - Regular Plan - Growth

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Category: Equity: ELSS
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 2.47% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 79.74 Cr As on (31-10-2024)
Turn over: 54
NAV as on 02-12-2024

185.77

1.51 (0.8128%)

CAGR Since Inception

11.28%

BSE 500 TRI 12.72%

PERFORMANCE of Taurus ELSS Tax Saver Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 02-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 28.83 18.76 18.18 13.38 11.28
Benchmark - - - - -
Equity: ELSS 28.55 16.91 19.59 13.92 16.39

Yearly Performance (%)

Nav Movement

Fund Managers

Anuj Kapil

Investment Objective

The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.

RETURNS CALCULATOR for Taurus ELSS Tax Saver Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Taurus ELSS Tax Saver Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 11.02 0.83 2.95 0.79 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Taurus ELSS Tax Saver Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 02-12-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 28.83 24.06 18.76 18.18 13.38
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 53.02 39.27 26.66 24.07 0.0
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 40.13 28.57 19.39 19.65 14.03
HSBC Tax Saver Equity Fund - Growth 05-01-2007 39.35 27.02 19.43 20.13 13.73
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 38.6 32.71 24.82 24.72 14.85
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 36.71 28.84 19.93 22.3 15.84
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 36.27 28.28 0.0 0.0 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 34.45 26.19 19.61 21.66 16.05
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 32.55 26.18 16.9 18.67 13.17
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 32.45 25.73 15.48 19.4 14.43

PORTFOLIO ANALYSIS of Taurus ELSS Tax Saver Fund - Regular Plan - Growth

Asset Allocation (%)