| Category: Equity: ELSS |
| Launch Date: 31-03-1996 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| Expense Ratio: 2.44% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 78.52 Cr As on (30-05-2025) |
| Turn over: 54 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 5.74 | 22.11 | 21.08 | 13.04 | 11.11 |
| Benchmark | - | - | - | - | - |
| Equity: ELSS | 2.58 | 21.82 | 22.72 | 13.64 | 15.26 |
To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits
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.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 11.02 | 1.07 | 3.7 | 0.73 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
| 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 | 5.74 | 20.49 | 22.11 | 21.08 | 13.04 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 11.8 | 26.61 | 24.57 | 24.1 | 13.58 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 10.61 | 21.99 | 22.48 | 25.12 | 0.0 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 9.78 | 25.66 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 9.35 | 31.31 | 31.89 | 27.33 | 16.84 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 7.3 | 19.65 | 20.33 | 22.41 | 13.32 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 7.28 | 25.72 | 26.54 | 26.68 | 13.64 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 5.95 | 20.46 | 20.78 | 23.45 | 0.0 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 5.51 | 25.13 | 24.43 | 25.31 | 15.79 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 5.35 | 16.93 | 18.11 | 17.27 | 12.09 |