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Taurus ELSS Tax Saver Fund(IDCW)

IDCW
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 79 Cr
Very High RiskPrinciple investment will be at very high risk
94.800.74% (+0.70)

Price Chart

High
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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 79 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.9514.751.57
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4215.081.48

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)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus ELSS Tax Saver Fund(IDCW)30.02%20.63%14.87%
Axis ELSS Tax Saver Fund(IDCW)16.16%2.66%13.79%
SBI Long Term Equity Fund(IDCW)39.48%18.27%10.14%
Mirae Asset ELSS Tax Saver Fund(IDCW)28.71%7.67%14.06%

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)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity7.29%92.71%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+15 moreMining - DiversifiedOthersSpecialized FinanceIT Services & ConsultingPrivate Banks38.92 %6.90 %7.47 %8.14 %18.35 %20.21 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2419.43%19.61%19.58%21.37%19.46%20.21%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.07 %

    Holdings

    10.22 %

    1.07 %
  • HCL Technologies Ltd
    HCLTECH
    3M change : -0.00 %

    Holdings

    9.05 %

    -0.00 %
  • Bajaj Holdings and Investment Ltd
    BAJAJHLDNG
    3M change : 0.66 %

    Holdings

    6.69 %

    0.66 %

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

    ₹ 902.96 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹902.96 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
17.99%
15.94%
1.84%

Taurus Large Cap Fund(IDCW)

IDCW
28.00%
16.75%
2.48%

Taurus Mid Cap Fund(IDCW)

IDCW
21.19%
20.06%
2.22%

Taurus Infrastructure Fund(IDCW)

IDCW
30.52%
23.45%
2.16%

Taurus Nifty 50 Index Fund(IDCW)

IDCW
18.46%
13.20%
0.81%

Taurus Flexi Cap Fund(IDCW)

IDCW
26.03%
17.35%
2.60%

Taurus Ethical Fund(IDCW)

IDCW
33.94%
18.28%
1.35%

Taurus Banking & Fin Serv Fund-Reg(IDCW)

IDCW
17.15%
15.07%
2.49%

Taurus Nifty 50 Index Fund-Reg(IDCW)

IDCW
18.24%
12.87%
1.04%

Taurus Ethical Fund-Reg(IDCW)

IDCW
32.33%
16.92%
2.45%

Taurus Mid Cap Fund-Reg(IDCW)

IDCW
20.73%
19.63%
2.58%

Taurus Flexi Cap Fund-Reg(IDCW)

IDCW
25.96%
17.30%
2.65%

Taurus Large Cap Fund-Reg(IDCW)

IDCW
27.88%
16.63%
2.61%

Taurus ELSS Tax Saver Fund-Reg(IDCW)

IDCW
29.22%
19.85%
2.47%

Taurus Infrastructure Fund-Reg(IDCW)

IDCW
29.95%
22.92%
2.51%

Taurus Infrastructure Fund(IDCW)

IDCW
30.52%
23.45%
2.16%

Taurus Nifty 50 Index Fund(IDCW)

IDCW
18.46%
13.20%
0.81%

Taurus Banking & Fin Serv Fund(IDCW)

IDCW
17.99%
15.94%
1.84%

Taurus Mid Cap Fund(IDCW)

IDCW
21.19%
20.06%
2.22%

Taurus Large Cap Fund(IDCW)

IDCW
28.00%
16.75%
2.48%

Taurus Ethical Fund(IDCW)

IDCW
33.94%
18.28%
1.35%

Taurus Flexi Cap Fund(IDCW)

IDCW
26.03%
17.35%
2.60%

Taurus Banking & Fin Serv Fund-Reg(IDCW)

IDCW
17.15%
15.07%
2.49%

Taurus Banking & Fin Serv Fund-Reg(IDCW)

IDCW
17.15%
15.07%
2.49%

Taurus Nifty 50 Index Fund-Reg(IDCW)

IDCW
18.24%
12.87%
1.04%

Taurus Nifty 50 Index Fund-Reg(IDCW)

IDCW
18.24%
12.87%
1.04%

Taurus Ethical Fund-Reg(IDCW)

IDCW
32.33%
16.92%
2.45%

Taurus Ethical Fund-Reg(IDCW)

IDCW
32.33%
16.92%
2.45%

Taurus Flexi Cap Fund-Reg(IDCW)

IDCW
25.96%
17.30%
2.65%

Taurus Flexi Cap Fund-Reg(IDCW)

IDCW
25.96%
17.30%
2.65%

Taurus Mid Cap Fund-Reg(IDCW)

IDCW
20.73%
19.63%
2.58%

Taurus Mid Cap Fund-Reg(IDCW)

IDCW
20.73%
19.63%
2.58%

Taurus Large Cap Fund-Reg(IDCW)

IDCW
27.88%
16.63%
2.61%

Taurus Large Cap Fund-Reg(IDCW)

IDCW
27.88%
16.63%
2.61%

Taurus Infrastructure Fund-Reg(IDCW)

IDCW
29.95%
22.92%
2.51%

Taurus Infrastructure Fund-Reg(IDCW)

IDCW
29.95%
22.92%
2.51%

Taurus ELSS Tax Saver Fund(IDCW)

IDCW
30.02%
20.63%
1.95%

Manager Performance (0)

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Tax Implications

Invested period > 3 year

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

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Investment frequency

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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.

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