Taurus ELSS Tax Saver Fund - Direct Plan - Growth
Expense Ratio: 1.79
Risk: Very High
Equity Scheme - ELSS
Plan: Direct
Benchmark: BSE 500 TRI
Inception: 05-03-2007
Exit Load: Nil
Fund Size:₹76.25 Cr
Performance
1Y
Fund-3.44%
Cat. Avg.-3.69%
2Y
Fund-1.65%
Cat. Avg.-2.52%
3Y
Fund9.96%
Cat. Avg.10.47%
5Y
Fund9.42%
Cat. Avg.9.67%
10Y
Fund12.57%
Cat. Avg.13.23%
SI
Fund12.50%
Cat. Avg.13.51%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd. | 5.53 | 7.85% |
| 2 | ITC Ltd. | 5.47 | 7.77% |
| 3 | ICICI Bank Ltd. | 5.02 | 7.13% |
| 4 | Bajaj Holdings & Investment Ltd. | 4.83 | 6.87% |
| 5 | Power Grid Corporation of India Ltd. | 4.15 | 5.89% |
| 6 | Divi's Laboratories Ltd. | 4.09 | 5.82% |
| 7 | Indian Energy Exchange Ltd. | 4.00 | 5.68% |
| 8 | Net Receivable / Payable | 3.94 | 5.59% |
| 9 | Pace Digitek Ltd. | 3.89 | 5.53% |
| 10 | Coal India Ltd. | 3.07 | 4.37% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60755 | +1.3% | +2.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +0.9% | +0.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.88 L. | +4.3% | +2.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.77 L. | +25.8% | +9.3% |
| 10Y | 07 Nov, 16 | 6 L. | 11.23 L. | +87.1% | +12.2% |
| SI | 07 Jan, 13 | 8.30 L. | 21.23 L. | +155.7% | +12.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96564 | -3.4% | -3.4% |
| 2Y | 16 Oct, 24 | 1 L. | 96734 | -3.3% | -1.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.33 L. | +33.0% | +10.0% |
| 5Y | 18 Oct, 21 | 1 L. | 1.56 L. | +55.5% | +9.2% |
| 10Y | 17 Oct, 16 | 1 L. | 3.29 L. | +229.5% | +12.7% |
| SI | 02 Jan, 13 | 1 L. | 5.08 L. | +407.5% | +12.5% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.