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Taurus ELSS Tax Saver Fund(IDCW)
IDCW
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 80 Cr
Very High RiskPrinciple investment will be at very high risk
92.001.84% (-1.72)
Price Chart
High
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Low
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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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 Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.89 | 14.61 | 1.33 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 15.08 | 1.19 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 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)
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Taurus ELSS Tax Saver Fund(IDCW) | 25.36% | 21.00% | 14.53% |
| Axis ELSS Tax Saver Fund(IDCW) | 11.50% | 3.15% | 13.38% |
| SBI Long Term Equity Fund(IDCW) | 33.85% | 18.38% | 9.76% |
| Mirae Asset ELSS Tax Saver Fund(IDCW) | 22.91% | 7.62% | 13.52% |
Price Comparison
Compare Taurus ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or indexCompare Taurus ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Taurus ELSS Tax Saver Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.73 %
Holdings
9.98 %
0.73 % - HCL Technologies Ltd3M change : -0.30 %
Holdings
9.36 %
-0.30 % - Bajaj Holdings and Investment Ltd3M 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
₹ 916.10 Cr.
Fund Manager Profile
Anuj Kapil
AUM: ₹920.61 Cr.
|
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 (37)
Equity (37)
Taurus Banking & Fin Serv Fund(IDCW)
10.44%
15.92%
1.78%
Taurus Large Cap Fund(IDCW)
21.91%
16.89%
2.45%
Taurus Mid Cap Fund(IDCW)
16.27%
20.27%
2.13%
Taurus Infrastructure Fund(IDCW)
25.23%
22.90%
2.00%
Taurus Nifty 50 Index Fund(IDCW)
11.57%
12.68%
0.80%
Taurus Flexi Cap Fund(IDCW)
20.70%
17.43%
2.57%
Taurus Ethical Fund(IDCW)
25.78%
17.67%
0.92%
Taurus Banking & Fin Serv Fund-Reg(IDCW)
9.65%
15.06%
2.46%
Taurus Nifty 50 Index Fund-Reg(IDCW)
11.35%
12.34%
1.04%
Taurus Ethical Fund-Reg(IDCW)
24.24%
16.31%
2.36%
Taurus Mid Cap Fund-Reg(IDCW)
15.83%
19.84%
2.57%
Taurus Flexi Cap Fund-Reg(IDCW)
20.64%
17.37%
2.64%
Taurus Large Cap Fund-Reg(IDCW)
21.77%
16.78%
2.60%
Taurus ELSS Tax Saver Fund-Reg(IDCW)
24.58%
20.22%
2.48%
Taurus Infrastructure Fund-Reg(IDCW)
24.65%
22.38%
2.51%
Taurus Infrastructure Fund(IDCW)
25.23%
22.90%
2.00%
Taurus Nifty 50 Index Fund(IDCW)
11.57%
12.68%
0.80%
Taurus Banking & Fin Serv Fund(IDCW)
10.44%
15.92%
1.78%
Taurus Mid Cap Fund(IDCW)
16.27%
20.27%
2.13%
Taurus Large Cap Fund(IDCW)
21.91%
16.89%
2.45%
Taurus Ethical Fund(IDCW)
25.78%
17.67%
0.92%
Taurus Flexi Cap Fund(IDCW)
20.70%
17.43%
2.57%
Taurus Banking & Fin Serv Fund-Reg(IDCW)
9.65%
15.06%
2.46%
Taurus Banking & Fin Serv Fund-Reg(IDCW)
9.65%
15.06%
2.46%
Taurus Nifty 50 Index Fund-Reg(IDCW)
11.35%
12.34%
1.04%
Taurus Nifty 50 Index Fund-Reg(IDCW)
11.35%
12.34%
1.04%
Taurus Ethical Fund-Reg(IDCW)
24.24%
16.31%
2.36%
Taurus Ethical Fund-Reg(IDCW)
24.24%
16.31%
2.36%
Taurus Flexi Cap Fund-Reg(IDCW)
20.64%
17.37%
2.64%
Taurus Flexi Cap Fund-Reg(IDCW)
20.64%
17.37%
2.64%
Taurus Mid Cap Fund-Reg(IDCW)
15.83%
19.84%
2.57%
Taurus Mid Cap Fund-Reg(IDCW)
15.83%
19.84%
2.57%
Taurus Large Cap Fund-Reg(IDCW)
21.77%
16.78%
2.60%
Taurus Large Cap Fund-Reg(IDCW)
21.77%
16.78%
2.60%
Taurus Infrastructure Fund-Reg(IDCW)
24.65%
22.38%
2.51%
Taurus Infrastructure Fund-Reg(IDCW)
24.65%
22.38%
2.51%
Taurus ELSS Tax Saver Fund(IDCW)
25.36%
21.00%
1.89%
Manager Performance (0)
Equity: Equity Linked Savings Scheme (ELSS)
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Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%