Become a PartnerBecome a Partner - Get 100% Brokerage Sharing
m.Stock by Mirae AssetOpen Demat Account
m.Stock by Mirae Asset
LoginOpen Demat Account
m.Stock by Mirae Asset
LoginOpen Demat Account
/MF-Logo-img/18445.png

Taurus ELSS Tax Saver Fund - Direct (G)

ELSS
Invest Now

  • NAV

    188.05(-1.15%)

  • Fund Size (CR)

    ₹75.65

  • Expense Ratio

    1.79

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹500

  • Minimum Withdrawal

    ₹0

  • Exit Load Nil

    0%

  • Return Since Launch

    13.57%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -0.53%
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 2 May 20259801.42-1.99%--1.35%210/217
1 Month9 April 202510394.103.94%-6.04%211/217
3 Month7 February 20259743.52-2.56%--1.45%142/217
6 Month8 November 20249429.85-5.70%--6.44%105/213
1 Year9 May 202410847.378.47%8.47%6.63%82/213
3 Year9 May 202216536.2365.36%18.23%18.10%95/203
5 Year8 May 202027214.18172.14%22.14%25.96%165/203
Since Inception2 January 201348168.55381.69%13.57%15.01%152/217

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year3 June 20241,20,000116154.61-3.20% -3.20%
3 Year1 June 20223,60,000444821.8023.56% 7.31%
5 Year1 June 20206,00,000892501.4348.75% 8.27%
10 Year1 June 201512,00,0002562410.26113.53% 7.88%

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

3.56%

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 HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank10.48%413757.96EquityBanks
Bajaj Holdings8.17%52006.21EquityFinance
ICICI Bank7.83%418055.95EquityBanks
Narayana Hrudaya5.39%232934.10EquityHealthcare
ITC4.48%800003.40EquityTobacco Products
Axis Bank4.47%286503.39EquityBanks
HBL Engineering4.10%646933.11EquityAuto Ancillaries
Punjab Natl.Bank3.41%2586002.59EquityBanks
Coal India3.30%650002.50EquityMining & Mineral products
Power Grid Corpn2.98%738042.26EquityPower Generation & Distribution

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Taurus ELSS Tax Saver Fund - Direct (G)
75.653.94%-2.56%-5.70%8.47%18.23%
SBI Long Term Advantage Fund-Series V -Dir (IDCW)
342.256.54%5.01%0.18%29.62%22.32%
SBI Long Term Advantage Fund - Series V -Dir (G)
342.256.54%5.01%0.18%29.62%22.32%
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
341.116.57%-0.67%-3.25%16.00%-
WhiteOak Capital ELSS Tax Saver Fund - Direct (IDCW)
341.116.57%-0.67%-3.25%16.00%-
DSP ELSS Tax Saver Fund - Direct (G)
16217.916.24%2.38%-2.17%15.72%21.77%

List of Schemes under Taurus Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Taurus Ethical FundEquityVery High3.63%0₹285.40
Taurus Large Cap FundEquityVery High5.19%1₹48.44
Taurus Banking & Financial Services FundEquityVery High9.86%2₹11.72
Taurus Mid Cap FundEquityVery High-2.11%1₹119.67
Taurus ELSS Tax Saver FundEquityVery High8.47%4₹75.96
Taurus Flexi Cap FundEquityVery High2.59%2₹346.52
Taurus Nifty 50 Index FundOtherVery High9.49%0₹5.59
Taurus Infrastructure FundEquityVery High-0.59%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 9 May 2025, Taurus ELSS Tax Saver Fund - Direct (G) is categorized as a ELSS within its segment. The fund has generated a return of 13.57% since its launch.
The current NAV of Taurus ELSS Tax Saver Fund - Direct (G) is ₹188.05, as on 9 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 18.23% and 22.14% 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 13.57% 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 8.47%. In the long-term, the fund has generated 18.23% and 22.14% in 3 and 5 years respectively. Since its inception, the fund has generated 13.57% 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 ₹75.96 (Cr) as of 2025-05-09 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.