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 TRI
TER: 2.51% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 75.65 Cr As on 31-03-2025(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

82.91

11.14%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 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 - Payout of Income Distribution cum Capital Withdrawal option 06-05-2008 6.66 21.69 16.71 22.11 12.71
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 13.84 28.21 19.3 27.35 15.7
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 13.13 28.19 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.6 22.68 18.18 28.25 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 12.54 28.82 22.64 28.55 13.19
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 12.35 21.9 15.42 20.82 11.4
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.61 26.97 17.49 24.51 12.96
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 9.51 24.21 18.09 25.02 -
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 8.88 25.48 17.42 23.81 13.04
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 8.78 16.76 12.37 23.56 -

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.5%

Others

9.34%

Large Cap

71.38%

Mid Cap

5.78%

Feedback
Notification