August 22, 2026
mayank
Taurus ELSS Tax Saver Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 199.68 |
| NAV IDCW (Rs.) | 92.03 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 500 TRI |
| AUM Rs. | 73 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.57% |
| 1 Year Return (%) | -1.82 |
| 3 Year Return (%) | 11.98 |
| 5 Year Return (%) | 11.71 |
| 10 Year Return (%) | 12.66 |
| Return Since Launch | 12.72% |
Suitable For Which Investors?
ELSS funds are suitable for investors:
1. Seeking tax savings u/s 80C through a diversified equity portfolio
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• The fund has a lock-in-period of 3 years
Fund’s Investment Strategy:
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:
1) Anuj Kapil
Education: Mr. Kapil has done PGDBM and MBA
Experience: Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | 3 Years |
| Exit Load | 0 |
Basic Details of Taurus ELSS Tax Saver Fund
| Fund House | Taurus Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 12.72% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 73 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.57% |
| (As on 31-Jul-2026) | |
| Risk Grade | Below Average |
| Return Grade | Below Average |
| Turnover | 67.00% |
Taurus ELSS Tax Saver Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Taurus ELSS Tax Saver Dir | -0.57 | -0.42 | 2.04 | 4.86 | 2.54 | -1.82 | 11.98 | 11.71 | 14.48 | 12.66 |
| BSE 500 TRI | -1.16 | -0.43 | 0.85 | 5.19 | -0.23 | 3.05 | 12.59 | 11.70 | 15.86 | 13.51 |
| Equity: ELSS | 0.05 | -0.37 | 0.95 | 5.58 | 2.20 | 2.41 | 13.65 | 12.44 | 16.52 | 13.79 |
| Rank within category | 23 | 29 | 9 | 24 | 16 | 33 | 25 | 20 | 26 | 21 |
| Number of funds in category | 40 | 40 | 40 | 40 | 40 | 40 | 38 | 33 | 32 | 28 |
Peer Comparison of Taurus ELSS Tax Saver Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Taurus ELSS Tax Saver Dir | 2 out of 5 stars | -1.82 | 11.98 | 11.71 | 1.57 | 73 | 12.72 | — | 13Y 7M | 67.00 |
| SBI ELSS Tax Saver Dir | 5 out of 5 stars | -0.44 | 16.20 | 16.19 | 0.83 | 32,300 | 15.23 | — | 13Y 7M | 52.00 |
| DSP ELSS Tax Saver Dir | 4 out of 5 stars | 1.41 | 15.25 | 13.15 | 0.65 | 16,738 | 16.58 | — | 13Y 7M | 39.00 |
| HDFC ELSS Tax Saver Dir | 5 out of 5 stars | -2.43 | 15.14 | 15.85 | 0.96 | 16,095 | 14.18 | — | 13Y 7M | 21.31 |
| Nippon India ELSS Tax Saver Dir | 4 out of 5 stars | 2.23 | 14.39 | 13.41 | 0.87 | 14,910 | 13.81 | — | 13Y 7M | 17.00 |
Taurus ELSS Tax Saver Fund Portfolio Analysis
| No. of Stocks | 31 |
| Top 10 Stocks | 59.59% |
| Top 5 Stocks | 35.58% |
| Top 3 Sectors | 62.85% |
| Portfolio P/B Ratio | 3.08 |
| Portfolio P/E Ratio | 19.98 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,32,423 | 1,95,903 |
| Large (%) | 67.88 | 62.38 |
| Mid (%) | 6.28 | 17.97 |
| Small (%) | 25.84 | 20.66 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://investor.taurusmutualfund.com/login
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>> NFO Guidance: https://sahifund.com/category/nfos/
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