Taurus ELSS Tax Saver Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
18.87%
3Y annualised
+0.43% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹155.39
Min. SIP amount₹500
Rating3
Fund size₹62.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.1%18.9%14.5%13.5%
Category average16.9%19.9%15.6%NA
Rank with in category102423NA
Understand terms

Holdings (28)

NameSectorInstrumentAssets
TechnologyEquity9.8%
FinancialEquity8.8%
FinancialEquity6.0%
TechnologyEquity5.6%
FinancialEquity5.5%
Consumer StaplesEquity5.5%
FinancialEquity5.2%
ServicesEquity4.7%
EnergyEquity4.0%
HealthcareEquity4.0%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Exit load is zero
3Y, 5Y and 10Y annualised returns lower than category average
1Y annualised returns higher than category average by 3.25%
Lock-in period: 3Y
Higher alpha: 1.67 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y
Higher expense ratio: 1.85%

Expense ratio, exit load and tax

Expense ratio: 1.85%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Anuj Kapil
Aug 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
Launch Date
20 Aug 1993
Taurus Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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