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Business News/Market/Market Stats/    Taurus ELSS Tax Saver Fund-Growth Option

Taurus ELSS Tax Saver Fund-Growth Option

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 3
  • Plan
166.22 +1.45 (0.88%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)73.64
  • CAGR 36.37%
  • Exit Load0.00%
  • Expense ratio2.45%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date1996-03-31

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 20 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 3.49
  • 4.63%
  • Net Receivable / Payable
  • 3.10
  • 4.12%
View More

Risk & Volitility

  • Alpha -3.49%
  • Beta 0.89
  • Sharpe Ratio1.18
  • Std Deviation 11.41%
  • Tracking Error 4.26%

About Fund

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

 

The Taurus ELSS Tax Saver Fund-Growth Option has an AUM of 73.64 crores & has delivered CAGR of 16.84% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.45%. The minimum investment in Taurus ELSS Tax Saver Fund-Growth Option is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, HCL Technologies, Gujarat Pipavav Port & Bajaj Holdings & Investment.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Misc. Transportation & Biotechnology & Drugs.

 

Some of the similar funds are Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth, SBI Long Term Advantage Fund Series III Regular Plan Growth, Bank of India Midcap Tax Fund Series 1 Regular Growth, Taurus ELSS Tax Saver Fund-Growth Option, Samco ELSS Tax Saver Fund Regular Growth. Taurus ELSS Tax Saver Fund-Growth Option has a sharpe ratio of 1.18 & a standard deviation of 11.41%.

FAQs about Taurus ELSS Tax Saver Fund-Growth Option

According to the morning star rating Taurus ELSS Tax Saver Fund-Growth Option has a Moderate risk & Exceptional return.
Taurus ELSS Tax Saver Fund-Growth Option is managed by Anuj Kapil.
The expense ratio of Taurus ELSS Tax Saver Fund-Growth Option is 2.45%.
The 5 year annualized return on Taurus ELSS Tax Saver Fund-Growth Option is 16.84% & it has generated 36.37% in the last 1 year.
The minimum investment in Taurus ELSS Tax Saver Fund-Growth Option is 500 Rs.
Taurus ELSS Tax Saver Fund-Growth Option has an AUM of 73.64 crores.
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