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Taurus ELSS Tax Saver Fund

Growth
200.370.13% (-0.26)

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Taurus ELSS Tax Saver Fund

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 80 Cr
Very High RiskPrinciple investment will be at very high risk
200.370.13% (-0.26)

Price Chart

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Returns
0.00%
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1M
6M
1Y
3Y
5Y
Max
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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 80 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.8914.591.25
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4315.071.14

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus ELSS Tax Saver Fund23.76%20.15%14.71%
Axis ELSS Tax Saver Fund20.44%9.78%17.66%
SBI Long Term Equity Fund32.01%25.91%17.34%
Mirae Asset ELSS Tax Saver Fund21.43%16.52%20.32%

Price Comparison

Compare Taurus ELSS Tax Saver Fund with any MF, ETF, stock or index
Compare Taurus ELSS Tax Saver Fund with any MF, ETF, stock or index
Taurus ELSS Tax Saver Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity4.56%95.44%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+17 morePharmaceuticalsMining - DiversifiedSpecialized FinanceIT Services & ConsultingPrivate Banks38.37 %6.31 %6.56 %8.86 %19.13 %20.77 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2419.43%19.61%19.58%21.37%19.46%20.77%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.73 %

    Holdings

    9.98 %

    0.73 %
  • HCL Technologies Ltd
    HCLTECH
    3M change : -0.30 %

    Holdings

    9.36 %

    -0.30 %
  • Bajaj Holdings and Investment Ltd
    BAJAJHLDNG
    3M change : 0.44 %

    Holdings

    6.75 %

    0.44 %

AMC Profile

Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.

  • No.of Schemes

    8

  • Total AUM

    ₹ 920.23 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹920.61 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Qualification

MBA, PGDM

Past Experience

He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.

Funds Managed (16)

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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