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Taurus ELSS Tax Saver Fund - Direct (G)

ELSS
Invest Now

  • NAV

    203.05(0.80%)

  • Fund Size (CR)

    ₹78.5

  • Expense Ratio

    1.79

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹500

  • Minimum Withdrawal

    ₹1

  • Exit Load Nil

    0%

  • Return Since Launch

    14.09%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 10.86%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Anuj Kapil

Bench Mark

BSE 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 6 June 20259926.58-0.73%--0.86%67/217
1 Month13 May 202510402.274.02%-3.58%51/217
3 Month13 March 202511087.0210.87%-14.41%191/217
6 Month13 December 20249696.27-3.04%--3.24%115/213
1 Year13 June 202410902.209.02%9.02%4.39%22/213
3 Year13 June 202218216.6882.17%22.11%22.20%107/203
5 Year12 June 202027681.74176.82%22.56%25.82%154/203
Since Inception2 January 201351598.36415.98%14.09%15.84%162/217

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 July 20241,20,000124441.903.70% 3.70%
3 Year1 July 20223,60,000472826.0031.34% 9.51%
5 Year1 July 20206,00,000945521.4857.59% 9.52%
10 Year1 July 201512,00,0002740027.97128.34% 8.61%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.43%

Standard Deviation

0.77%

Beta

1.11%

Sharpe Ratio

0.03%

Treynor's Ratio

7.42%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank9.47%382457.44EquityBanks
Bajaj Holdings8.89%52006.98EquityFinance
ITC7.87%1479086.18EquityTobacco Products
ICICI Bank7.70%418056.04EquityBanks
Narayana Hrudaya5.19%232934.07EquityHealthcare
Axis Bank4.35%286503.42EquityBanks
HBL Engineering3.93%515113.08EquityAuto Ancillaries
Power Grid Corpn3.58%969962.81EquityPower Generation & Distribution
Coal India3.29%650002.58EquityMining & Mineral products
HCL Technologies2.96%141912.32EquityIT - Software

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Taurus ELSS Tax Saver Fund - Direct (G)
78.504.02%10.87%-3.04%9.02%22.11%
SBI Long Term Advantage Fund-Series V -Dir (IDCW)
381.325.34%21.46%6.72%28.18%27.21%
SBI Long Term Advantage Fund - Series V -Dir (G)
381.325.34%21.46%6.72%28.18%27.21%
Parag Parikh ELSS Tax Saver Fund - Direct (G)
5294.263.31%11.18%2.61%14.08%23.28%
HSBC Tax Saver Equity Fund - Direct (G)
244.423.97%17.91%-3.79%13.46%25.07%
HSBC Tax Saver Equity Fund - Direct (IDCW)
244.423.97%17.91%-3.79%13.46%25.11%

List of Schemes under Taurus Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Taurus Mid Cap FundEquityVery High-1.96%1₹128.00
Taurus Ethical FundEquityVery High0.49%0₹303.25
Taurus Large Cap FundEquityVery High2.26%1₹49.31
Taurus Banking & Financial Services FundEquityVery High10.73%2₹12.10
Taurus Flexi Cap FundEquityVery High-0.73%2₹356.88
Taurus ELSS Tax Saver FundEquityVery High9.02%4₹78.50
Taurus Nifty 50 Index FundOtherVery High5.83%2₹5.65
Taurus Infrastructure FundEquityVery High-2.67%1₹9.31

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹78.50

Taurus ELSS Tax Saver Fund - Direct (G) is an ELSS-oriented fund from the renowned AMC, Taurus Mutual Fund. Launched in 1 January 2013, this fund is managed by Anuj Kapil. With assets under management (AUM) worth ₹78.5 (Cr), as of 16 June 2025, Taurus ELSS Tax Saver Fund - Direct (G) is categorized as a ELSS within its segment. The fund has generated a return of 14.09% since its launch.
The current NAV of Taurus ELSS Tax Saver Fund - Direct (G) is ₹203.05, as on 16 June 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Taurus ELSS Tax Saver Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 22.11% and 22.56% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 87.76% in Equity, 10.19% in Debt and 2.05% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 26.01% in Banks, 15.74% in IT-Software, 9.44% in Finance, 9.34% in Cash & Others, 6.21% in Pharmaceuticals & Biotech

FAQs

How to Invest in Taurus ELSS Tax Saver Fund - Direct (G) Direct Growth?

Taurus ELSS Tax Saver Fund - Direct (G) is a popular fund in the ELSS segment. The fund has generated a return of 14.09% since inception. Looking to invest in Taurus ELSS Tax Saver Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus ELSS Tax Saver Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Taurus ELSS Tax Saver Fund - Direct (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Taurus ELSS Tax Saver Fund - Direct (G) today and reap the benefits of this ELSS fund!

How much returns has Taurus ELSS Tax Saver Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Taurus ELSS Tax Saver Fund - Direct (G) has generated annualised return of 9.02%. In the long-term, the fund has generated 22.11% and 22.56% in 3 and 5 years respectively. Since its inception, the fund has generated 14.09% returns.

What is the expense ratio of Taurus ELSS Tax Saver Fund - Direct (G) Direct Growth?

The expense ratio of Taurus ELSS Tax Saver Fund - Direct (G) Direct Growth is 1.79%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Taurus ELSS Tax Saver Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Taurus ELSS Tax Saver Fund - Direct (G) is ₹78.5 (Cr) as of 2025-06-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Taurus ELSS Tax Saver Fund - Direct (G) Direct Growth?

Redeeming or selling units of Taurus ELSS Tax Saver Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Taurus ELSS Tax Saver Fund - Direct (G):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Taurus ELSS Tax Saver Fund - Direct (G)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.