Taurus ELSS Tax Saver Fund-Growth Option

• Alpha -3.49%
• Beta 0.89
• Sharpe Ratio0.78
• Std Deviation 11.52%
• Tracking Error 4.26%

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 75.75 crores & has delivered CAGR of 13.17% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.44%. 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 top holdings of the fund include HDFC Bank, ITC, Bajaj Holdings & Investment Ltd & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Tobacco, Misc. Financial Services & Software & Programming.

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, 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular Growth. Taurus ELSS Tax Saver Fund-Growth Option has a sharpe ratio of 0.78 & a standard deviation of 11.52%.