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Taurus ELSS Tax Saver Fund - Direct (IDCW)

ELSS
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  • NAV

    94.70(-0.39%)

  • 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

    14.03%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 11.75%
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 July 20259997.90-0.02%-0.27%166/217
1 Month9 June 202510119.211.19%-1.21%122/217
3 Month9 April 202511402.0114.02%-16.73%161/217
6 Month9 January 202510482.964.83%-4.95%129/213
1 Year9 July 202410481.814.82%4.82%2.78%53/213
3 Year8 July 202218115.4781.15%21.86%21.72%98/203
5 Year9 July 202026570.71165.71%21.57%24.79%154/203
Since Inception3 January 201351724.70417.25%14.03%16.13%174/217

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 August 20241,20,000125028.984.19% 4.19%
3 Year1 August 20223,60,000469835.3730.51% 9.28%
5 Year3 August 20206,00,000939494.4056.58% 9.38%
10 Year3 August 201512,00,0002742586.00128.55% 8.62%

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

3.32%

Standard Deviation

0.75%

Beta

1.38%

Sharpe Ratio

0.03%

Treynor's Ratio

8.43%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank9.45%382457.65EquityBanks
Bajaj Holdings9.24%52007.48EquityFinance
ITC7.61%1479086.16EquityTobacco Products
ICICI Bank7.46%418056.04EquityBanks
Narayana Hrudaya6.24%232935.06EquityHealthcare
Power Grid Corpn4.26%1149963.45EquityPower Generation & Distribution
Axis Bank4.24%286503.44EquityBanks
H P C L3.66%677422.97EquityRefineries
Coal India3.15%650002.55EquityMining & Mineral products
HCL Technologies3.03%141912.45EquityIT - Software

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Taurus ELSS Tax Saver Fund - Direct (IDCW)
78.501.19%14.02%4.83%4.82%21.86%
SBI Long Term Advantage Fund - Series V -Dir (G)
381.321.51%19.14%12.29%22.87%26.89%
SBI Long Term Advantage Fund-Series V -Dir (IDCW)
381.321.51%19.14%12.29%22.87%26.89%
HSBC Tax Saver Equity Fund - Direct (G)
244.421.44%19.41%4.23%11.34%24.29%
HSBC Tax Saver Equity Fund - Direct (IDCW)
244.421.44%19.41%4.23%11.34%24.33%
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
382.891.80%16.98%5.65%10.96%-

List of Schemes under Taurus Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Taurus Mid Cap FundEquityVery High-0.71%1₹133.42
Taurus Large Cap FundEquityVery High0.5%2₹50.80
Taurus ELSS Tax Saver FundEquityVery High4.82%4₹80.98
Taurus Ethical FundEquityVery High-0.41%0₹321.70
Taurus Banking & Financial Services FundEquityVery High7.59%2₹12.30
Taurus Flexi Cap FundEquityVery High-3.18%2₹366.04
Taurus Nifty 50 Index FundOtherVery High4.7%2₹5.71
Taurus Infrastructure FundEquityVery High-3.48%1₹9.75

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹80.98

Taurus ELSS Tax Saver Fund - Direct (IDCW) 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 ₹80.98 (Cr), as of 10 July 2025, Taurus ELSS Tax Saver Fund - Direct (IDCW) is categorized as a ELSS within its segment. The fund has generated a return of 14.03% since its launch.
The current NAV of Taurus ELSS Tax Saver Fund - Direct (IDCW) is ₹94.7, as on 10 July 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Taurus ELSS Tax Saver Fund - Direct (IDCW) 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 21.86% and 21.57% 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 93.19% in Equity, 6.81% 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 (IDCW) Direct Growth?

Taurus ELSS Tax Saver Fund - Direct (IDCW) is a popular fund in the ELSS segment. The fund has generated a return of 14.03% since inception. Looking to invest in Taurus ELSS Tax Saver Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Taurus ELSS Tax Saver Fund - Direct (IDCW) 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 (IDCW)
  • 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 (IDCW) today and reap the benefits of this ELSS fund!

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

In the short term, i.e., 1 year, Taurus ELSS Tax Saver Fund - Direct (IDCW) has generated annualised return of 4.82%. In the long-term, the fund has generated 21.86% and 21.57% in 3 and 5 years respectively. Since its inception, the fund has generated 14.03% returns.

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

The expense ratio of Taurus ELSS Tax Saver Fund - Direct (IDCW) 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 (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Taurus ELSS Tax Saver Fund - Direct (IDCW) is ₹80.98 (Cr) as of 2025-07-10 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 (IDCW) Direct Growth?

Redeeming or selling units of Taurus ELSS Tax Saver Fund - Direct (IDCW) 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 (IDCW):
  • 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 (IDCW)).
  • 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.