Taurus ELSS Tax Saver Fund - Regular Plan - Growth
Category: Equity: ELSS
Launch Date: 31-03-1996
AUM:
₹ 78.52 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 | 8.82 | 22.54 | 21.97 |
| 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
186.41
Last change
1.47 (0.7886%)
Fund Size (AUM)
₹ 78.52 Cr
Performance
11.08% (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 (%) |
|---|---|
| TREPS | 10.19 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.47 |
| BAJAJ HOLDINGS AND INVESTMENT LTD. EQ | 8.89 |
| ITC LIMITED EQ NEW FV RE.1/- | 7.87 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.7 |
| NARAYANA HRUDAYALAYA LIMITED EQ | 5.19 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.35 |
| HBL POWER SYSTEMS LIMITED EQ NEW F.V. RE.1/- | 3.93 |
| POWER GRID CORPORATION OF INDIA LIMITED EQ | 3.58 |
| COAL INDIA LTD EQ | 3.29 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 37.41 |
| N/A | 12.24 |
| Healthcare | 9.38 |
| Fast Moving Consumer Goods | 8.24 |
| Automobile and Auto Components | 8.1 |
| Information Technology | 7.68 |
| Oil, Gas & Consumable Fuels | 5.82 |
| Power | 3.58 |
| Capital Goods | 2.65 |
| Telecommunication | 2.1 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Taurus ELSS Tax Saver Reg Gr | 21.97 |
| Parag Parikh ELSS Tax Saver Reg Gr | 26.42 |
| HSBC Tax Saver Equity Gr | 25.14 |
| WhiteOak Capital ELSS Tax Saver Fund Reg Gr | 0.0 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 23.35 |
| Motilal Oswal ELSS Tax Saver Fund Reg Gr | 28.24 |
| HDFC ELSS Tax saver Gr | 27.89 |
| DSP ELSS Tax Saver Reg Gr | 26.52 |
| Franklin India ELSS Tax Saver Gr | 26.94 |
| Mirae Asset ELSS Tax Saver Reg Gr | 24.96 |