| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-03-06 | ₹1,000.00 | ₹964.34 |
-3.57 %
|
| Two Week | 2026-02-26 | ₹1,000.00 | ₹934.32 |
-6.57 %
|
| One Month | 2026-02-11 | ₹1,000.00 | ₹920.84 |
-7.92 %
|
| Three Months | 2025-12-15 | ₹3,000.00 | ₹2,780.95 |
-7.30 %
|
| Six Months | 2025-09-15 | ₹6,000.00 | ₹5,431.13 |
-9.48 %
|
| One Year | 2025-03-13 | ₹12,000.00 | ₹10,987.45 |
-8.44 %
|
| Three Year | 2023-03-14 | ₹36,000.00 | ₹37,256.61 |
3.49 %
|
| Five Year | 2021-03-15 | ₹60,000.00 | ₹73,619.46 |
22.70 %
|
| Ten Year | 2016-03-15 | ₹120,000.00 | ₹217,701.27 |
81.42 %
|
| Since Inception | 2001-03-05 | ₹305,000.00 | ₹1,976,002.04 |
547.87 %
|
Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| Nippon India ELSS Tax Saver Fund |
11.68%
|
17.37%
|
13.1%
|
| Motilal Oswal ELSS Tax Saver Fund |
11.6%
|
21.56%
|
14.98%
|
| Edelweiss ELSS Tax Saver Fund |
11.38%
|
15.8%
|
14.77%
|
| Quant ELSS Tax Saver Fund |
10.84%
|
16.1%
|
13.83%
|
| Bank Of India ELSS Tax Saver |
10.35%
|
17.24%
|
17.96%
|
| Tata ELSS Fund Regular Plan Growth |
10.2%
|
15.36%
|
13.65%
|
| Baroda Bnp Paribas ELSS Tax Saver Fund |
10.18%
|
18.23%
|
11.62%
|
| Bank Of India ELSS Tax Saver |
10.07%
|
16.95%
|
17.41%
|
| Aditya Birla Sun Life ELSS Tax Saver Fund- (ELSS U/s 80c Of IT Act) - Growth-regular Plan |
10.04%
|
14.52%
|
10.17%
|
| Mirae Asset ELSS Tax Saver Fund (formerly Mirae Asset Tax Saver Fund ) |
9.98%
|
15.9%
|
16.25%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Edelweiss ELSS Tax Saver Fund | - | 0.69 |
| ITI ELSS Tax Saver Fund | - | 0.50 |
| UTI ELSS Tax Saver Fund | - | 0.89 |
| LIC MF Unit Linked Insurance Scheme | - | 1.28 |
| LIC MF Unit Linked Insurance Scheme | - | 1.28 |
| LIC MF Unit Linked Insurance Scheme | - | 1.28 |
| LIC MF Unit Linked Insurance Scheme | - | 1.28 |
| 360?One?ELSS?tax?saver?nifty?50?index?fund Regular Plan Growth | - | 0.2700 |
| Kotak ELSS Tax Saver Fund - Growth (regular Plan) | - | 0.62 |
| LIC MF Unit Linked Insurance Scheme | - | 1.28 |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Taurus Banking & Financial Services Fund - Regular - Growth |
10.13%
|
12.58%
|
12.57%
|
| Taurus Large Cap Fund - Regular - Growth |
9.09%
|
16.1%
|
10.56%
|
| Taurus Mid Cap Fund - Regular - Growth |
8.99%
|
14.93%
|
10.11%
|
| Taurus Nifty 50 Index Fund - Regular - Growth |
5.3%
|
11.11%
|
10.01%
|
| Taurus Flexi Cap Fund - Regular - Growth |
3.9%
|
13.71%
|
13.58%
|
| Taurus ELSS Tax Saver Fund - Regular - Growth |
0.91%
|
12.8%
|
12.28%
|
| Taurus Infrastructure Fund - Regular - Growth |
0.57%
|
18.79%
|
10.66%
|
| Taurus Ethical Fund - Regular - Growth |
0.4%
|
15.45%
|
16.53%
|
| Taurus Flexi Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
-11.79%
|
| Taurus Large Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
-4.54%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Taurus Mid Cap Fund - Regular - Growth | - | ||
| Taurus Infrastructure Fund - Regular - Growth | - | Unknown | Unknown |
| Taurus ELSS Tax Saver Fund - Regular - Growth | - | - | - |
| Taurus Flexi Cap Fund - Regular - Growth | - | ||
| Taurus Banking & Financial Services Fund - Regular - Growth | - | 0.91 | 0.58 |
| Taurus Ethical Fund - Regular - Growth | - | 0.95 | 0.60 |
| Taurus Nifty 50 Index Fund - Regular - Growth | - | ||
| Taurus Large Cap Fund - Regular - Growth | - | ||
| Taurus Quarterly Interval Fund - Series 2 - Growth | - | - | - |
| Taurus Bonanza Equity Linked Savings Scheme - Plan B - Plan B | - | - | - |
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