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  • Taurus Mutual Fund
  • Taurus ELSS Tax Saver Fund (Growth)

Formerly Taurus Tax Shield Gr

Taurus Mutual Fund

Taurus ELSS Tax Saver Fund (Growth)

EquityTax Saving

173.06

NAV (Jun 24)

17.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

173.06

NAV (Jun 24)

Fund Returns

Last 1Y
36.8%
Last 3Y
18.1%
Last 5Y
17.1%
Last 10Y
13.9%
Since Inception
12.3%
6 Month CAGR
15.4%

Scheme Information

Investment Objective

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 (28y ago)
Mar 31, 1996
AUM in Crores
74.566
ISIN
INF044D01AC9
Lock-in
3
Benchmark
BSE 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
11
Standard Deviation (5yr)
16.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.988
Sharpe Ratio (5yr)
0.644
YTM
0
Fund Managers

Anuj Kapil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus ELSS Tax Saver Fund (Growth)70%11,28,347 3,95,73517.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-24

Top Stock Holdings

hdfc bank ltd

9.6%
9.6%

hcl technologies ltd

8.1%
8.1%

axis bank ltd

5.5%
5.5%

bajaj holdings and investment ltd

5.5%
5.5%

icici bank ltd

5.4%
5.4%
See all holdings

Allocation by Sector

financial services

28.4%
28.4%

technology

17.9%
17.9%

basic materials

11.9%
11.9%

industrials

10.9%
10.9%

healthcare

9.9%
9.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 813 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.amc-img
phone-img022-66242700
Fund NameScripbox Opinion
Till Date CAGR

15.8%

14.3%

15.8%

14.3%

15.8%

14.3%

14.1%

11.3%

18.5%

10.8%

Taurus ELSS Tax Saver Fund (G) Review

Taurus ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.3% over a period of 28 years. The fund was previously known as Taurus Tax Shield Gr. 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 (G) as of 6/24/2024 is ₹173.06 with the total AUM as of 6/25/2024 is ₹74.566. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus ELSS Tax Saver Fund (G) was launched on Mar 31, 1996. The category risk of the fund is Very High Risk.

The minimum SIP amount for Taurus ELSS Tax Saver Fund (G) 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 (G) 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 BSE 500 TR INR.

Taurus ELSS Tax Saver Fund (G) is rated as a 1 fund in Equity and delivered 37% 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 (G).

Frequently Asked Questions

What is Taurus ELSS Tax Saver Fund (G)?

Taurus ELSS Tax Saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Taurus ELSS Tax Saver Fund (G)?

You can invest in Taurus ELSS Tax Saver Fund (G) 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 (G)?

The minimum sip amount for Taurus ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is Taurus ELSS Tax Saver Fund (G) good to invest in?

As per Scripbox experts, Taurus ELSS Tax Saver Fund (G) is a Not Recommended fund. You can investTaurus ELSS Tax Saver Fund (G) 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 (G)?

The expense ratio of the Taurus ELSS Tax Saver Fund (G) is 2.45% for regular plan.