Active Stocks
Thu Feb 29 2024 15:49:54
  1. Kotak Mahindra Bank share price
  2. 1,690.80 0.43%
  1. Axis Bank share price
  2. 1,075.70 0.10%
  1. Tata Steel share price
  2. 140.90 0.11%
  1. Power Grid Corporation Of India share price
  2. 282.55 1.07%
  1. ITC share price
  2. 406.50 -0.51%
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
164.14 +1.40 (0.86%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)73.89
  • CAGR 38.91%
  • 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 - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 3.70
  • 5.01%
  • ITC
  • 3.54
  • 4.78%
View More

Risk & Volitility

  • Alpha -3.49%
  • Beta 0.89
  • Sharpe Ratio1.29
  • Std Deviation 11.35%
  • 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 73.89 crores & has delivered CAGR of 17.17% 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 HCL Technologies, HDFC Bank, Bajaj Holdings & Investment & Gujarat Pipavav Port.

 

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

 

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, Taurus ELSS Tax Saver Fund-Growth Option, Navi ELSS Tax Saver Fund Regular Growth, Samco ELSS Tax Saver Fund Regular Growth. Taurus ELSS Tax Saver Fund-Growth Option has a sharpe ratio of 1.29 & a standard deviation of 11.35%.

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 17.17% & it has generated 38.91% 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 73.89 crores.
Recommended For You