Previously Known As : Taurus Tax Shield
Taurus Elss Tax Saver Fund Overview
Category ELSS (Tax Saving) Fund
BMSMONEY Rank 6
Rating
Growth Option 07-03-2025
NAV ₹169.9(R) +0.03% ₹184.82(D) +0.03%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.14% 18.61% 18.15% 12.61% 11.66%
Direct 3.8% 19.38% 18.98% 13.38% 12.55%
Benchmark
SIP (XIRR) Regular -7.2% 14.86% 16.3% 14.47% 13.73%
Direct -6.58% 15.63% 17.09% 15.24% 14.51%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.71 0.36 0.73 6.13% 0.11
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.44% -15.39% -12.19% 0.77 8.86%
Top ELSS (Tax Saving) Fund
Fund Name Rank Rating
Hdfc Taxsaver 1
Sbi Long Term Equity Fund 2
Parag Parikh ELSS Tax Saver Fund 3
Quantum ELSS Tax Saver Fund 4
DSP ELSS Tax Saver Fund 5
Taurus ELSS tax saver fund 6
Franklin India ELSS Tax Saver Fund 7

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Taurus ELSS Tax Saver Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 79.59
0.0200
0.0300%
Taurus ELSS Tax Saver Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 85.18
0.0200
0.0200%
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 169.9
0.0500
0.0300%
Taurus ELSS Tax Saver Fund - Direct Plan - Growth 184.82
0.0500
0.0300%

Review Date: 07-03-2025

Taurus ELSS tax saver fund has exhibited good performance in the ELSS (Tax Saving) Fund category. The fund has rank of 8 out of 34 funds in the category. The fund has delivered return of 3.14% in 1 year, 18.61% in 3 years, 18.15% in 5 years and 11.66% in 10 years. The category average for the same periods is 2.1%, 16.25%, 19.01% and 11.97% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 12.44, VaR of -15.39, Average Drawdown of -4.84, Semi Deviation of 8.86 and Max Drawdown of -12.19. The category average for the same parameters is 14.2, -18.56, -6.64, 10.17 and -17.46 respectively. The fund has very low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Taurus ELSS tax saver fund direct growth option would have grown to ₹10380.0 in 1 year, ₹17015.0 in 3 years and ₹23845.0 in 5 years as of today (07-03-2025).
  2. An SIP of ₹1,000 per month in Taurus ELSS tax saver fund direct growth option would have grown to ₹11571.0 in 1 year, ₹45378.0 in 3 years and ₹91912.0 in 5 years as of today (07-03-2025).
  3. standard deviation of 12.44 and based on VaR one can expect to lose more than -15.39% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.71 which shows very good performance of fund in the elss (tax saving) fund category.
  5. The fund has R-square of 0.81, Beta of 0.77 and Jensen's Alpha of 6.13% which exhibit very good performance in the elss (tax saving) fund category .


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Taurus Elss Tax Saver Fund NAV Regular Growth Taurus Elss Tax Saver Fund NAV Direct Growth
07-03-2025 169.9 184.82
06-03-2025 169.85 184.77
05-03-2025 169.32 184.19
04-03-2025 166.42 181.02
03-03-2025 166.8 181.43
28-02-2025 166.5 181.09
27-02-2025 169.97 184.86
25-02-2025 170.03 184.92
24-02-2025 170.57 185.5
21-02-2025 172.61 187.7
20-02-2025 174.03 189.25
19-02-2025 173.04 188.17
18-02-2025 172.59 187.67
17-02-2025 172.78 187.87
14-02-2025 173.18 188.3
13-02-2025 174.45 189.67
12-02-2025 175.0 190.26
11-02-2025 173.9 189.06
10-02-2025 176.21 191.56
07-02-2025 177.54 193.0

Fund Launch Date: 05/Mar/2007
Fund Category: ELSS (Tax Saving) Fund
Investment Objective: To provide long term capital appreciation over thelife of the scheme through investment predominantlyin equity shares, besides tax benefits
Fund Description: An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
Fund Benchmark: S&P BSE 200 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.