Taurus ELSS Tax Saver Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
Fund House: Taurus Mutual Fund| Category: Equity: ELSS |
| Launch Date: 06-05-2008 |
| Asset Class: Equity |
| Benchmark: BSE 500 |
| TER: 2.45% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 82.99 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 54% | Exit Load: Nil |
85.28
1.47 (1.7237%)
11.83%
Benchmark: 15.1%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
0 Years 0 Months
12 Years 6 Months
13 Years 2 Months
There is no value for 10x
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 | 11.02 |
| Sharpe Ratio | 0.99 |
| Alpha | 1.68 |
| Beta | 0.76 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
28.61%
Others
1.9%
Large Cap
59.19%
Mid Cap
10.3%
