Good morning :)
Add to Watchlist
Share
Home
Portfolio
Search
GoldGold
More

Taurus ELSS Tax Saver Fund(IDCW)

IDCW
93.140.81% (-0.76)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

Taurus ELSS Tax Saver Fund(IDCW)

IDCW
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 82 Cr
Very High RiskPrinciple investment will be at very high risk
93.140.81% (-0.76)

Price Chart

High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 82 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.9014.522.14
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4214.472.23

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus ELSS Tax Saver Fund(IDCW)38.27%18.38%14.93%
Axis ELSS Tax Saver Fund(IDCW)24.94%2.14%14.08%
SBI Long Term Equity Fund(IDCW)54.24%18.63%10.37%
Mirae Asset ELSS Tax Saver Fund(IDCW)37.93%7.17%14.31%

Price Comparison

Compare Taurus ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Compare Taurus ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Taurus ELSS Tax Saver Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity3.51%96.49%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+15 morePharmaceuticalsSpecialized FinanceMining - DiversifiedIT Services & ConsultingPrivate Banks41.49 %6.23 %6.99 %7.35 %18.40 %19.55 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 2410.63%19.43%19.61%19.58%21.37%19.55%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HCL Technologies Ltd
    HCLTECH
    3M change : 1.10 %

    Holdings

    9.66 %

    1.10 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.90 %

    Holdings

    9.25 %

    -0.90 %
  • Bajaj Holdings and Investment Ltd
    BAJAJHLDNG
    3M change : 0.62 %

    Holdings

    6.31 %

    0.62 %

AMC Profile

Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.

  • No.of Schemes

    8

  • Total AUM

    ₹ 928.77 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹928.77 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Qualification

MBA, PGDM

Past Experience

He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.

Funds Managed (37)

Taurus Banking & Fin Serv Fund(IDCW)

IDCW
21.54%
13.55%
1.78%

Taurus Large Cap Fund(IDCW)

IDCW
39.60%
15.65%
2.51%

Taurus Mid Cap Fund(IDCW)

IDCW
32.03%
19.47%
2.27%

Taurus Infrastructure Fund(IDCW)

IDCW
49.67%
24.28%
2.14%

Taurus Nifty 50 Index Fund(IDCW)

IDCW
28.59%
12.60%
0.83%

Taurus Flexi Cap Fund(IDCW)

IDCW
36.68%
16.49%
2.62%

Taurus Ethical Fund(IDCW)

IDCW
42.85%
17.86%
1.28%

Taurus Banking & Fin Serv Fund-Reg(IDCW)

IDCW
20.65%
12.69%
2.49%

Taurus Nifty 50 Index Fund-Reg(IDCW)

IDCW
28.38%
12.27%
1.04%

Taurus Ethical Fund-Reg(IDCW)

IDCW
41.13%
16.52%
2.45%

Taurus Mid Cap Fund-Reg(IDCW)

IDCW
31.53%
19.04%
2.58%

Taurus Flexi Cap Fund-Reg(IDCW)

IDCW
36.61%
16.44%
2.65%

Taurus Large Cap Fund-Reg(IDCW)

IDCW
39.44%
15.53%
2.62%

Taurus ELSS Tax Saver Fund-Reg(IDCW)

IDCW
37.41%
17.59%
2.46%

Taurus Infrastructure Fund-Reg(IDCW)

IDCW
49.02%
23.74%
2.51%

Taurus Infrastructure Fund(IDCW)

IDCW
49.67%
24.28%
2.14%

Taurus Nifty 50 Index Fund(IDCW)

IDCW
28.59%
12.60%
0.83%

Taurus Banking & Fin Serv Fund(IDCW)

IDCW
21.54%
13.55%
1.78%

Taurus Mid Cap Fund(IDCW)

IDCW
32.03%
19.47%
2.27%

Taurus Large Cap Fund(IDCW)

IDCW
39.60%
15.65%
2.51%

Taurus Ethical Fund(IDCW)

IDCW
42.85%
17.86%
1.28%

Taurus Flexi Cap Fund(IDCW)

IDCW
36.68%
16.49%
2.62%

Taurus Banking & Fin Serv Fund-Reg(IDCW)

IDCW
20.65%
12.69%
2.49%

Taurus Banking & Fin Serv Fund-Reg(IDCW)

IDCW
20.65%
12.69%
2.49%

Taurus Nifty 50 Index Fund-Reg(IDCW)

IDCW
28.38%
12.27%
1.04%

Taurus Nifty 50 Index Fund-Reg(IDCW)

IDCW
28.38%
12.27%
1.04%

Taurus Ethical Fund-Reg(IDCW)

IDCW
41.13%
16.52%
2.45%

Taurus Ethical Fund-Reg(IDCW)

IDCW
41.13%
16.52%
2.45%

Taurus Flexi Cap Fund-Reg(IDCW)

IDCW
36.61%
16.44%
2.65%

Taurus Flexi Cap Fund-Reg(IDCW)

IDCW
36.61%
16.44%
2.65%

Taurus Mid Cap Fund-Reg(IDCW)

IDCW
31.53%
19.04%
2.58%

Taurus Mid Cap Fund-Reg(IDCW)

IDCW
31.53%
19.04%
2.58%

Taurus Large Cap Fund-Reg(IDCW)

IDCW
39.44%
15.53%
2.62%

Taurus Large Cap Fund-Reg(IDCW)

IDCW
39.44%
15.53%
2.62%

Taurus Infrastructure Fund-Reg(IDCW)

IDCW
49.02%
23.74%
2.51%

Taurus Infrastructure Fund-Reg(IDCW)

IDCW
49.02%
23.74%
2.51%

Taurus ELSS Tax Saver Fund(IDCW)

IDCW
38.27%
18.38%
1.90%

Manager Performance (0)

Loading...

Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.