Taurus ELSS Tax Saver Fund - Regular Plan - Growth
Fund House: Taurus Mutual Fund| Category: Equity: ELSS |
| Launch Date: 31-03-1996 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 2.48% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 80.34 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 54% | Exit Load: Entry Load (w.e.f 01/08/2009): NIL Switch: w.e.f. 01/03/2018 Equity to Equity Relevant exit load applicable. Default Option : Growth IDCW Default Option : Payout |
177.27
0.65 (0.3667%)
11.05%
Benchmark: 12.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
14 Years 6 Months
18 Years 5 Months
25 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.7 |
| Sharpe Ratio | 0.94 |
| Alpha | 4.76 |
| Beta | 0.76 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 12.92 | 22.19 | 15.4 | 16.6 | 12.54 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 32.1 | 37.63 | 22.57 | 21.76 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 24.65 | 27.1 | 15.57 | 18.41 | 12.6 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 24.19 | 28.01 | 15.72 | 17.77 | 13.04 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 22.66 | 28.42 | - | - | - |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 21.13 | 31.98 | 22.22 | 23.02 | 13.98 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 20.11 | 22.97 | 13.45 | 15.05 | 10.97 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 20.07 | 27.94 | 16.58 | 20.03 | 14.85 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 19.43 | 25.0 | 16.45 | 20.12 | 15.05 |
| Invesco India ELSS Tax Saver Fund - Growth | 29-12-2006 | 18.71 | 26.39 | 12.41 | 17.61 | 13.51 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
14.33%
Others
9.88%
Large Cap
69.02%
Mid Cap
6.77%
Scheme Documents
There are no scheme documents available
