Taurus ELSS Tax Saver Fund - Regular Plan - Growth
Category: Equity: ELSS
Launch Date: 31-03-1996
AUM:
₹ 75.65 Cr
Expense Ratio
2.51%
Benchmark
BSE 500 TRI
ISIN
INF044D01AC9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Anuj Kapil
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 6.69 | 16.03 | 20.82 |
| 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
176.36
Last change
-1.25 (-0.7088%)
Fund Size (AUM)
₹ 75.65 Cr
Performance
10.92% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.
Fund Manager
Anuj Kapil
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 10.0 |
| Net Receivable / Payable | 9.34 |
| BAJAJ HOLDINGS AND INVESTMENT LTD. EQ | 8.57 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.45 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 5.93 |
| NARAYANA HRUDAYALAYA LIMITED EQ | 5.21 |
| INFOSYS LIMITED EQ FV RS 5 | 4.43 |
| ITC LIMITED EQ NEW FV RE.1/- | 4.33 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.17 |
| COAL INDIA LTD EQ | 3.42 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 38.42 |
| Information Technology | 15.74 |
| Healthcare | 11.42 |
| N/A | 9.34 |
| Automobile and Auto Components | 8.28 |
| Fast Moving Consumer Goods | 4.33 |
| Oil, Gas & Consumable Fuels | 3.42 |
| Capital Goods | 2.3 |
| Consumer Services | 2.23 |
| Power | 1.88 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus ELSS Tax Saver Reg Gr | 20.82 |
| HDFC ELSS Tax saver Gr | 27.36 |
| DSP ELSS Tax Saver Reg Gr | 26.12 |
| Parag Parikh ELSS Tax Saver Reg Gr | 26.95 |
| WhiteOak Capital ELSS Tax Saver Fund Reg Gr | 0.0 |
| HSBC Tax Saver Equity Gr | 23.48 |
| LIC MF ELSS Tax Saver Reg Gr | 19.78 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 23.29 |
| PGIM India ELSS Tax Saver Reg Gr | 22.56 |
| Quantum ELSS Tax Saver Reg Gr | 23.38 |