Taurus ELSS Tax Saver Fund-Growth Option
- ELSS (Tax Savings)
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹64.38 Cr
Expense Ratio
2.52%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
31 Mar 1996
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +8.11% | -- |
| 3 Months | -0.21% | -- |
| 6 Months | -4.78% | -- |
| 1 Year | +1.18% | +1.18% |
| 2 Years | -- | +4.67% |
| 3 Years | +47.28% | +13.77% |
| 5 Years | +82% | +12.72% |
| Since Launch | +2611.62% | +11.59% |
Holdings as on 10 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ITC | 5.49 | 8.52 |
| HDFC Bank | 5.07 | 7.87 |
| Bajaj Holdings & Investment Ltd | 4.55 | 7.06 |
| ICICI Bank | 4.40 | 6.83 |
| Power Grid Corporation of India | 4.30 | 6.67 |
| Divi's Laboratories | 3.71 | 5.75 |
| Coal India | 3.16 | 4.90 |
| Pace Digitek | 3.14 | 4.87 |
| Narayana Hrudayalaya | 3.13 | 4.85 |
| Indian Energy Exchange | 3.10 | 4.81 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.33
Sharpe Ratio
13.51%
Std. Deviation
4.26%
Tracking Error
-3.49%
Alpha
0.89
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth | -3.87% | +18.25% | +30.32% |
| Bank of India Midcap Tax Fund Series 1 Regular Growth | -5.59% | +16.73% | +21.89% |
| Taurus ELSS Tax Saver Fund-Growth Option | +1.18% | +13.77% | +12.72% |
| Groww ELSS Tax Saver Growth | +3.09% | +12.14% | +10.85% |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular Growth | +0.37% | +11.09% | -- |
Results are calculated on CAGR basis
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 64.38 crores & has delivered CAGR of 12.72 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.52%. 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 Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ITC, HDFC Bank, Bajaj Holdings & Investment Ltd, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Tobacco, Healthcare Facilities, Misc. Financial Services.
Some of the similar funds are Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth, Bank of India Midcap Tax Fund Series 1 Regular Growth, Taurus ELSS Tax Saver Fund-Growth Option, Groww ELSS Tax Saver Growth, 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular Growth. Taurus ELSS Tax Saver Fund-Growth Option has a sharpe ratio of 0.33 & a standard deviation of 13.51%.
FAQs
According to the morning star rating Taurus ELSS Tax Saver Fund-Growth Option has a Medium 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 2.52%.
The 5 year annualized return on Taurus ELSS Tax Saver Fund-Growth Option is 12.72% & it has generated 1.18% 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 64.38 crores.
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