- Mutual Funds
- Taurus Mutual Fund
- Taurus ELSS Tax Saver Fund (PIDCW-A)
Formerly Taurus Tax Shield IDCW-P
Taurus ELSS Tax Saver Fund (PIDCW-A)
₹ 75.96
NAV (Apr 23)
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 75.96
NAV (Apr 23)
Fund Returns
Last 1Y | 36.3% |
Last 3Y | 19.9% |
Last 5Y | 15.6% |
Last 10Y | 14.7% |
Since Inception | 11.6% |
6 Month CAGR | 21.1% |
Scheme Information
To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares,besides tax benefits.
Expense Ratio | 2.45 |
Launched (16y ago) | May 08, 2008 |
AUM in Crores | 73.645 |
ISIN | INF044D01997 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 11.4 |
Standard Deviation (5yr) | 16.8 |
Beta (3yr) | 0.77 |
Beta (5yr) | 0.85 |
Sharpe Ratio (3yr) | 1.117 |
Sharpe Ratio (5yr) | 0.624 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus ELSS Tax Saver Fund (PIDCW-A) | 10,81,440 | 3,48,828 | 15.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hcl technologies ltd
9.6%hdfc bank ltd
9.2%gujarat pipavav port ltd
6.9%bajaj holdings and investment ltd
5.9%icici bank ltd
5.4%Allocation by Sector
financial services
29%technology
19.3%industrials
10.7%healthcare
10.2%basic materials
10.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.6% | 13.9% | ||
13.9% | 13.7% | ||
16.6% | 13.9% | ||
15.8% | 11% | ||
18.7% | 10.6% |
Taurus ELSS Tax Saver Fund (PIDCW-A) Review
Taurus ELSS Tax Saver Fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 11.6% over a period of 15 years. The fund was previously known as Taurus Tax Shield IDCW-P. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Anuj Kapil.
Nav of Taurus ELSS Tax Saver Fund (PIDCW-A) as of 4/23/2024 is ₹75.96 with the total AUM as of 4/24/2024 is ₹73.645. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus ELSS Tax Saver Fund (PIDCW-A) was launched on May 08, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for Taurus ELSS Tax Saver Fund (PIDCW-A) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Taurus ELSS Tax Saver Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Taurus ELSS Tax Saver Fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 36.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus ELSS Tax Saver Fund (PIDCW-A).
Frequently Asked Questions
What is Taurus ELSS Tax Saver Fund (PIDCW-A)?
How to invest in Taurus ELSS Tax Saver Fund (PIDCW-A)?
You can invest in Taurus ELSS Tax Saver Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Taurus ELSS Tax Saver Fund (PIDCW-A)?
The minimum sip amount for Taurus ELSS Tax Saver Fund (PIDCW-A) is ₹500. You can invest in multiples of ₹500.
Is Taurus ELSS Tax Saver Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Taurus ELSS Tax Saver Fund (PIDCW-A) is a Not Recommended fund. You can investTaurus ELSS Tax Saver Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Taurus ELSS Tax Saver Fund (PIDCW-A)?
The expense ratio of the Taurus ELSS Tax Saver Fund (PIDCW-A) is 2.45% for regular plan.