| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| Since Inception | 2025-10-29 | ₹1,000.00 | ₹985.82 |
-1.42 %
|
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 |
|---|---|---|---|
| Sbi Long Term Advantage Fund - Series V - Regular Plan - Growth |
11.07%
|
8.5%
|
15.87%
|
| Edelweiss Tax Advantage Fund - Regular Plan - Growth |
7.56%
|
4.01%
|
13.45%
|
| Hdfc Elss Tax Saver - Regular Plan - Growth |
2.75%
|
2.43%
|
19.45%
|
| Hsbc Tax Saver Equity Fund - Regular Plan - Growth |
1.84%
|
2.86%
|
12.68%
|
| Jm Financial Jm Tax Cover 96 - Growth Plan - Growth Plan - Growth Plan |
1.65%
|
0.08%
|
-42.86%
|
| Jm Financial Jm Tax Cover 97 - Growth Plan - Growth Plan - Growth Plan |
1.65%
|
0.08%
|
-38.01%
|
| Jm Financial Jm Tax Cover 98 - Growth Plan - Growth Plan - Growth Plan |
1.65%
|
0.08%
|
-26.22%
|
| Parag Parikh Elss Tax Saver Fund - Regular Plan |
1.51%
|
8.23%
|
20.39%
|
| Whiteoak Capital Elss Tax Saver Fund - Regular Plan - Growth |
1.05%
|
N/A
|
20.33%
|
| Mirae Asset Elss Tax Saver Fund - Regular Plan |
0.34%
|
5.04%
|
17.67%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Taurus Banking & Financial Services Fund - Regular Plan - Growth |
6.13%
|
3.17%
|
13.42%
|
| Taurus Flexi Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Large Cap Equity Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Ethical Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Banking & Financial Services Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Infrastructure Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Nifty 50 Index Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Elss Tax Saver - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Mid Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
| Taurus Nifty 50 Index Fund - Regular Plan - Growth |
-1.12%
|
2.39%
|
10.7%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Taurus Mid Cap Fund - Regular Plan - Growth | - | 0.99 | 0.98 |
| Taurus Infrastructure Fund - Regular Plan - Growth | - | 0.81 | 1.29 |
| Taurus Elss Tax Saver - Regular Plan - Growth | - | 0.76 | 1.06 |
| Taurus Flexi Cap Fund - Regular Plan - Growth | - | 1.03 | 0.87 |
| Taurus Banking & Financial Services Fund - Regular Plan - Growth | - | 0.91 | 0.72 |
| Taurus Ethical Fund - Regular Plan - Growth | - | 0.87 | 0.89 |
| Taurus Nifty 50 Index Fund - Regular Plan - Growth | - | 0.97 | 0.75 |
| Taurus Large Cap Fund - Regular Plan - Growth | - | 1.09 | 0.76 |
| Taurus Quarterly Interval Fund - Series 2 - Growth | - | - | - |
| Taurus Bonanza Equity Linked Savings Scheme - Plan B - Plan B | - | - | - |
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