Home Mf Research Taurus Elss Tax Saver Fund Regular Plan Growth

Taurus ELSS Tax Saver Fund - Regular Plan Growth

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Fund info
NAV (as on 2026-08-19)
₹181.95 -0.43%
AUM (Fund Size)
70.40 Cr
Expense Ratio
N/A
Exit load
N/A
Risk
Very High
AMC
TAURUS Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-08-12 ₹1,000.00 ₹989.93
-1.01 %
Two Week 2026-08-04 ₹1,000.00 ₹983.19
-1.68 %
One Month 2026-07-20 ₹1,000.00 ₹1,008.93
0.89 %
Three Months 2026-05-21 ₹3,000.00 ₹3,077.93
2.60 %
Six Months 2026-02-20 ₹6,000.00 ₹6,249.18
4.15 %
Since Inception 2025-10-29 ₹10,000.00 ₹10,240.54
2.41 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Taurus ELSS Tax Saver Fund - Regular Plan Growth

Banks
18.31%
Telecom - Services
7.87%
Diversified FMCG
7.77%
Healthcare Services
7.03%
Finance
6.87%
Power
5.89%
Pharmaceuticals & Biotechnology
5.82%
Capital Markets
5.68%
Other
5.58%
Consumable Fuels
4.37%
Petroleum Products
4.15%
IT - Software
4.06%
Automobiles
3.2%
Industrial Manufacturing
2.9%
Industrial Products
2.88%
Electrical Equipment
1.9%
Retailing
1.8%
Cement & Cement Products
1.75%
Insurance
0.98%
Consumer Durables
0.89%
Auto Components
0.3%

Companies Holding in Taurus ELSS Tax Saver Fund - Regular Plan Growth

HDFC Bank Ltd.
7.85%
ITC Ltd.
7.77%
ICICI Bank Ltd.
7.13%
Bajaj Holdings & Investment Ltd.
6.87%
Power Grid Corporation Of India Ltd.
5.89%
Divi's Laboratories Ltd.
5.82%
Indian Energy Exchange Ltd.
5.68%
Pace Digitek Ltd.
5.53%
Coal India Ltd.
4.37%
Reliance Industries Ltd.
4.15%
Park Medi World Ltd.
3.62%
Narayana Hrudayalaya Ltd.
3.41%
Axis Bank Ltd.
3.33%
Mahindra & Mahindra Ltd.
3.2%
Ratnaveer Precision Engineering Ltd.
2.82%
Mazagon Dock Shipbuilders Ltd.
2.39%
Bharti Airtel Ltd.
2.34%
Infosys Ltd.
2.27%
Insolation Energy Ltd.
1.9%
HCL Technologies Ltd.
1.79%
Grasim Industries Ltd.
1.75%
Eternal Ltd.
1.35%
Life Insurance Corporation Of India
0.98%
LG Electronics India Ltd.
0.65%
Chemtech Industrial Valves Ltd.
0.51%
Indiamart Intermesh Ltd.
0.45%
Amara Raja Energy & Mobility Ltd.
0.3%
Advit Jewels Ltd.
0.24%
HBL Engineering Ltd.
0.06%
Net Receivable / Payable
5.58%

Risk Ratios

Std. Deviation 14.49%
Beta 0.88
Sharpe Ratio 0.42
Lock In Period 3 years
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

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

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

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.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Objective

To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
3 years
Fund Age
N/A
Benchmark
BSE 500
Fund managers
Anuj Kapil
19 Years Experience

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