Taurus ELSS Tax Saver Fund - Direct (G)
ELSSNAV
197.98(1.34%)Fund Size (CR)
₹75.96Expense Ratio
1.79Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
0%Return Since Launch
13.90%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Anuj Kapil
Bench Mark
BSE 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 7 May 2025 | 10170.75 | 1.71% | - | 2.39% | 133/217 |
| 1 Month | 11 April 2025 | 10625.44 | 6.25% | - | 8.23% | 201/217 |
| 3 Month | 14 February 2025 | 10375.46 | 3.75% | - | 8.40% | 214/217 |
| 6 Month | 14 November 2024 | 10002.56 | 0.03% | - | 0.39% | 124/213 |
| 1 Year | 14 May 2024 | 11059.10 | 10.59% | 10.59% | 9.28% | 96/213 |
| 3 Year | 13 May 2022 | 17757.68 | 77.58% | 21.05% | 21.12% | 102/203 |
| 5 Year | 14 May 2020 | 28546.17 | 185.46% | 23.33% | 27.05% | 163/203 |
| Since Inception | 2 January 2013 | 50043.55 | 400.44% | 13.90% | 15.57% | 157/217 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 3 June 2024 | 1,20,000 | 122288.17 | 1.91% | 1.91% |
| 3 Year | 1 June 2022 | 3,60,000 | 468310.66 | 30.09% | 9.16% |
| 5 Year | 1 June 2020 | 6,00,000 | 939630.06 | 56.61% | 9.39% |
| 10 Year | 1 June 2015 | 12,00,000 | 2697718.61 | 124.81% | 8.44% |
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
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
3.56%
Standard Deviation
0.79%
Beta
0.83%
Sharpe Ratio
0.02%
Treynor's Ratio
5.44%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| HDFC Bank | 10.48% | 41375 | 7.96 | Equity | Banks |
| Bajaj Holdings | 8.17% | 5200 | 6.21 | Equity | Finance |
| ICICI Bank | 7.83% | 41805 | 5.95 | Equity | Banks |
| Narayana Hrudaya | 5.39% | 23293 | 4.10 | Equity | Healthcare |
| ITC | 4.48% | 80000 | 3.40 | Equity | Tobacco Products |
| Axis Bank | 4.47% | 28650 | 3.39 | Equity | Banks |
| HBL Engineering | 4.10% | 64693 | 3.11 | Equity | Auto Ancillaries |
| Punjab Natl.Bank | 3.41% | 258600 | 2.59 | Equity | Banks |
| Coal India | 3.30% | 65000 | 2.50 | Equity | Mining & Mineral products |
| Power Grid Corpn | 2.98% | 73804 | 2.26 | Equity | Power Generation & Distribution |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Taurus ELSS Tax Saver Fund - Direct (G) | 75.96 | 6.25% | 3.75% | 0.03% | 10.59% | 21.05% | |
| SBI Long Term Advantage Fund - Series V -Dir (G) | 362.08 | 8.92% | 14.34% | 7.16% | 31.31% | 25.17% | |
| SBI Long Term Advantage Fund-Series V -Dir (IDCW) | 362.08 | 8.92% | 14.34% | 7.16% | 31.31% | 25.17% | |
| WhiteOak Capital ELSS Tax Saver Fund - Direct (G) | 359.81 | 8.53% | 9.24% | 2.78% | 18.33% | - | |
| WhiteOak Capital ELSS Tax Saver Fund - Direct (IDCW) | 359.81 | 8.53% | 9.24% | 2.78% | 18.33% | - | |
| HSBC Tax Saver Equity Fund - Direct (G) | 235.25 | 8.79% | 8.79% | 0.48% | 17.72% | 23.34% |
List of Schemes under Taurus Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Taurus Banking & Financial Services Fund | Equity | Very High | 13.47% | 2 | ₹11.72 |
| Taurus Mid Cap Fund | Equity | Very High | 0.73% | 1 | ₹119.67 |
| Taurus Ethical Fund | Equity | Very High | 5.6% | 0 | ₹285.40 |
| Taurus Large Cap Fund | Equity | Very High | 6.75% | 1 | ₹48.44 |
| Taurus ELSS Tax Saver Fund | Equity | Very High | 10.59% | 4 | ₹75.96 |
| Taurus Flexi Cap Fund | Equity | Very High | 4.32% | 2 | ₹346.52 |
| Taurus Nifty 50 Index Fund | Other | Very High | 11.11% | 0 | ₹5.59 |
| Taurus Infrastructure Fund | Equity | Very High | 2.25% | 1 | ₹8.79 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
1 January 2013
Total AUM (Cr)
₹75.96
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 ₹75.96 (Cr), as of 15 May 2025, Taurus ELSS Tax Saver Fund - Direct (G) is categorized as a ELSS within its segment. The fund has generated a return of 13.90% since its launch.
The current NAV of Taurus ELSS Tax Saver Fund - Direct (G) is ₹197.98, as on 15 May 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 21.05% and 23.33% 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 84.60% in Equity, 13.16% in Debt and 2.24% 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 13.90% 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?
What is the expense ratio of Taurus ELSS Tax Saver Fund - Direct (G) Direct Growth?
What is the AUM of Taurus ELSS Tax Saver Fund - Direct (G) Fund Direct Growth?
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).