Taurus ELSS Tax Saver Fund - Regular Plan - Growth
Category: Equity: ELSS
Launch Date: 31-03-1996
AUM:
₹ 78.41 Cr
Expense Ratio
2.44%
Benchmark
BSE 500 TRI
ISIN
INF044D01AC9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 3.64 | 18.13 | 18.96 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
185.4
Last change
-0.04 (-0.0216%)
Fund Size (AUM)
₹ 78.41 Cr
Performance
10.99% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits
Fund Manager
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.85 |
| BAJAJ HOLDINGS AND INVESTMENT LTD. EQ | 9.28 |
| Net Receivable / Payable | 7.96 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.9 |
| ITC LIMITED EQ NEW FV RE.1/- | 7.77 |
| NARAYANA HRUDAYALAYA LIMITED EQ | 5.69 |
| POWER GRID CORPORATION OF INDIA LIMITED EQ | 4.27 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.9 |
| CARTRADE TECH LIMITED EQ | 3.34 |
| COAL INDIA LTD EQ | 3.12 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 37.6 |
| Healthcare | 11.63 |
| Fast Moving Consumer Goods | 11.3 |
| Information Technology | 7.28 |
| Automobile and Auto Components | 6.24 |
| Oil, Gas & Consumable Fuels | 4.83 |
| Power | 4.27 |
| Consumer Services | 3.34 |
| Telecommunication | 2.17 |
| Construction Materials | 1.4 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus ELSS Tax Saver Reg Gr | 18.96 |
| WhiteOak Capital ELSS Tax Saver Fund Reg Gr | 0.0 |
| HSBC Tax Saver Equity Gr | 22.04 |
| Parag Parikh ELSS Tax Saver Reg Gr | 22.26 |
| HDFC ELSS Tax saver Gr | 24.76 |
| Sundaram ELSS Tax Saver Fund Reg Gr | 20.69 |
| PGIM India ELSS Tax Saver Reg Gr | 19.61 |
| ABSL ELSS Tax Saver Gr | 14.13 |
| BARODA BNP PARIBAS ELSS Tax Saver Gr | 18.67 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 20.86 |