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Fund Overview of Taurus Elss Tax Saver Direct-growth
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₹70.1 CrAUM
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₹193.24NAV
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2.06%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Taurus Elss Tax Saver Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.23% | NA | 2.82% |
| 6 Months | -2.97% | NA | 12.04% |
| 1 Year | -6.55% | -6.55% | -0.22% |
| 2 Years | 1.94% | 0.97% | 19.10% |
| 3 Years | 38.85% | 11.56% | 18.55% |
| 5 Years | 73.86% | 11.70% | 21.70% |
| 7 Years | 131.58% | 12.75% | NA |
| 10 Years | 242.55% | 13.10% | 14.44% |
Asset Allocation
equities
92.21%other assets or cash equivalents
7.79%Taurus Elss Tax Saver Direct-growth is one Equity mutual fund offered by Taurus Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital appreciation. Investment in equity & equity related instruments. It manages assets worth ₹70.1 crore as on Sun May 31, 2026. The expense ratio stands at 2.06%. Fund Manager Manager EducationAbout Taurus Elss Tax Saver Direct-growth
The portfolio allocation consists of 92.21% in equities, 7.79% in other assets or cash equivalents.Managed by Anuj Kapil, it has delivered a return of -6.55% in the last year, a total return since inception of 12.60%.
For those looking to make better investment decisions it is useful to also review best sip plan suited to financial planning needs.
Key Metrics of Taurus Elss Tax Saver Direct-growth
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Standard Deviation14.44%
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Mean11.90%
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Sharpe Ratio0.42%
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Alpha-0.27%
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Beta0.88%
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Sortino Ratio0.63%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Taurus Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Taurus Elss Tax Saver Regular-growth
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₹70 | 2.66% | 9.06% | -3.27% | -7.15% | 10.87% |
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Taurus Elss Tax Saver Direct-idcw
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₹70 | 2.71% | 9.23% | -2.97% | -6.55% | 11.56% |
|
Taurus Elss Tax Saver Regular-idcw
|
₹70 | 2.66% | 9.06% | -3.27% | -7.15% | 10.87% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Fund-growth |
₹31,023 | ₹94.98 | 10.35% | 7.42% | 11.74% |
| Axis Elss Tax Saver Direct Plan-growth |
₹31,023 | ₹108.01 | 11.16% | 8.24% | 12.71% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹31,023 | ₹49.98 | 11.16% | 8.24% | 12.71% |
| Axis Elss Tax Saver Fund-idcw |
₹31,023 | ₹23.26 | 10.35% | 7.42% | 11.74% |
| SBI Elss Tax Saver Fund Direct-growth |
₹30,955 | ₹472.85 | 18.33% | 17.45% | 15.14% |
| SBI Elss Tax Saver Fund Regular-growth |
₹30,955 | ₹434.91 | 17.55% | 16.69% | 14.39% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹30,955 | ₹117.12 | 18.33% | 17.45% | 15.14% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹30,955 | ₹88.17 | 17.55% | 16.69% | 14.39% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹25,374 | ₹56.96 | 15.12% | 13.50% | 18.04% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹25,374 | ₹49.89 | 14.01% | 12.31% | 16.58% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 9.85% | ₹7.72 Cr |
| Hdfc Bank Ltd | Financial | 9.93% | ₹7.70 Cr |
| Hdfc Bank Ltd | Financial | 9.61% | ₹7.55 Cr |
| Hdfc Bank Ltd | Financial | 9.61% | ₹7.55 Cr |
| Hdfc Bank Ltd | Financial | 9.54% | ₹7.28 Cr |
| Hdfc Bank Ltd | Financial | 9.54% | ₹7.28 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 9.28% | ₹7.27 Cr |
| Hdfc Bank Ltd | Financial | 9.06% | ₹6.86 Cr |
| Hdfc Bank Ltd | Financial | 8.93% | ₹6.43 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 8.14% | ₹6.40 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 8.14% | ₹6.40 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 8.36% | ₹6.38 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 8.36% | ₹6.38 Cr |
| Net Receivables | Unspecified | 7.96% | ₹6.25 Cr |
| Itc Ltd | Consumer Staples | 7.90% | ₹6.22 Cr |
| Itc Ltd | Consumer Staples | 7.90% | ₹6.22 Cr |
| Icici Bank Ltd | Financial | 7.90% | ₹6.19 Cr |
| Hdfc Bank Ltd | Financial | 8.54% | ₹6.14 Cr |
| Itc Ltd | Consumer Staples | 7.77% | ₹6.09 Cr |
| Itc Ltd | Consumer Staples | 8.47% | ₹6.00 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹37.15 | 17.81% | 19.66% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹34.13 | 17.81% | 19.66% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹32.25 | 17.66% | 19.57% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹30.70 | 17.66% | 19.57% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹36.36 | 17.56% | 19.40% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹33.36 | 17.56% | 19.40% | - |
| Motilal Oswal Elss Tax Saver Fund Direct-growth |
₹64.47 | 23.47% | 19.37% | - |
| Motilal Oswal Elss Tax Saver Fund Direct-idcw |
₹39.86 | 23.47% | 19.37% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹31.18 | 17.39% | 19.29% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹29.64 | 17.39% | 19.29% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Taurus Elss Tax Saver Direct-growth
What is the current AUM of Taurus Elss Tax Saver Direct-growth?
As of Sun May 31, 2026, Taurus Elss Tax Saver Direct-growth manages assets worth ₹70.1 crore
How has Taurus Elss Tax Saver Direct-growth performed recently?
- 3 Months: 9.23%
- 6 Months: -2.97%
What is the long-term performance of Taurus Elss Tax Saver Direct-growth?
- 3 Years CAGR: 11.56%
- 5 Years CAGR: 11.70%
- Since Inception: 12.60%
What is the portfolio composition of Taurus Elss Tax Saver Direct-growth?
Equity: 92.21%, Others: 7.79%.
Who manages Taurus Elss Tax Saver Direct-growth?
Taurus Elss Tax Saver Direct-growth is managed by Anuj Kapil from Taurus Mutual Fund.
What is the market-cap allocation of Taurus Elss Tax Saver Direct-growth?
Large Cap: 75.37%, Mid Cap: 4.11%, Small Cap: 20.52%.
Which are the top companies Taurus Elss Tax Saver Direct-growth has invested in?
- HDFC Bank Ltd – 9.85% of the fund's portfolio
- HDFC Bank Ltd – 9.93% of the fund's portfolio
- HDFC Bank Ltd – 9.61% of the fund's portfolio
- HDFC Bank Ltd – 9.61% of the fund's portfolio
- HDFC Bank Ltd – 9.54% of the fund's portfolio
Which are the major sectors Taurus Elss Tax Saver Direct-growth focuses on?
- Financial – 134.79% of the fund's portfolio
- Consumer Staples – 32.04% of the fund's portfolio
- Unspecified – 7.96% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
