Screener > ELSS > Taurus ELSS Tax Saver Fund

Taurus ELSS Tax Saver Fund - Regular Plan - Growth

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AMC: Taurus Mutual Fund • Category: ELSS • NAV: Rs 191.68 (2026-11-11) • Rank: #13 in category (#225 overall) • Index Proxy: Nifty 500
🏛️ 10+ Years Proven
Information only. Past performance does not guarantee future returns. Check the scheme documents and consult a qualified professional before investing.

💡 Why Pick This Fund? Quantitative Strengths & Watch-outs

🟢 Key Strengths
  • Delivered positive returns in 96% of 3-year investment horizons.
  • Over 31 years of operational history across different market cycles.
🟡 Things to Keep in Mind
  • Experienced a maximum drawdown of -59.8% during severe market crashes.
₹89₹113₹137₹160₹184Aug '21Apr '24Nov '26
Taurus ELSS Tax Saver Fund
Proxy (Nifty 500)

Key Statistics vs Category Median

Fund Size
Rs 74.9 cr
Category: Rs 1,154 cr (too small)
Total Expense (TER)
2.61%
Category Median: 2.34%
Base Expense (BER)
2.06%
Excludes levies & brokerage
Sharpe Ratio
0.44
Category Median: 0.40
Beta
0.89
Category Median: 0.96
Alpha
+0.39%
Category Median: +0.14%
Standard Deviation
13.77%
Category Median: 14.30%
MFIQ Score
4.4/10
Weak
Lagging category peers on risk-adjusted returns, downside protection, or expense drag.
Returns (30%) 6.4/10
3Y CAGR 12.0% vs category median 11.9% (+0.1 points); 5Y CAGR 10.6%.
Risk Management (30%) 5.6/10
Sharpe ratio 0.44 (cat median 0.40), downside capture 89.2%, max fall -59.8%.
Consistency (20%) 2.2/10
96.5% of 3Y rolling windows positive; beat category median in 3 of 5 calendar years.
Cost Efficiency (20%) 1.6/10
Total expense ratio 2.61% vs category median 2.34% (+0.27% points).
Ranked #13 of 30 in ELSS. Percentile standing measured against category cohort.

Trailing Returns Comparison

Period Fund Return Category Median Difference
1 Month +7.37% +7.77% -0.40%
3 Months +4.19% +0.19% +4.00%
6 Months +8.67% +5.12% +3.55%
1 Year +2.33% +1.89% +0.44%
3 Years CAGR +12.02% +11.88% +0.14%
5 Years CAGR +10.57% +9.96% +0.61%
7 Years CAGR +13.27% +13.84% -0.57%
10 Years CAGR +13.07% +13.83% -0.76%
Since Inception +11.78% - -

📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay

See how a regular monthly SIP in Taurus ELSS Tax Saver Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.

Bank FD Benchmark
7.0% p.a. Fixed Deposit
Total Invested: ₹3,60,000
Maturity Value: ₹4,01,630
Interest Earned: +₹41,630
Actual Historical Performance
Taurus ELSS Tax Saver Fund
CAGR: +12.02%
Fund Value: Calculating...
Extra Wealth Over FD: +₹0

Calendar Year Returns

Year Fund Category Median Gap
2026 +4.33% +1.20% +3.13%
2025 -0.64% +3.57% -4.21%
2024 +21.46% +19.98% +1.48%
2023 +28.71% +27.84% +0.87%
2022 +6.61% +2.11% +4.50%
2021 +20.12% +32.16% -12.04%
2020 +13.66% +17.88% -4.22%
2019 +7.67% +9.89% -2.22%
2018 0.00% -6.42% +6.42%
2017 +38.00% +37.59% +0.41%
2016 +3.19% +3.19% 0.00%
2015 +2.06% +3.80% -1.74%
2014 +35.13% +49.05% -13.92%
2013 +0.47% +7.15% -6.68%
2012 +28.66% +29.97% -1.31%
2011 -22.21% -23.37% +1.16%
2010 +18.88% +17.81% +1.07%
2009 +94.85% +73.74% +21.11%
2008 -54.23% -54.86% +0.63%
2007 +111.69% +60.55% +51.14%

Daily Rolling Returns Summary

Rolling Window Minimum Average Median Maximum % Positive % Beating Proxy
1-Year Rolling -56.46% +15.66% +11.33% +114.90% 76.3% 43.5%
3-Year Rolling -6.25% +13.37% +13.67% +31.27% 96.5% 38.8%
5-Year Rolling -0.20% +12.57% +12.49% +26.27% 100.0% 8.4%

Risk Profile & Deepest Drawdowns

Sortino Ratio
0.60
Category: 0.54
R-Squared
0.877
Correlation with Proxy
Upside Capture
92.0%
Monthly return ratio
Downside Capture
89.2%
Lower is better

Deepest Market Corrections (Depth >= 10%)

Peak Date Trough Date Fall Depth Months to Bottom Recovery Period
2008-01-04 2008-12-02 -59.8% 11 months 21 months
2006-05-10 2006-06-14 -40.8% 1 months 13 months
2020-02-19 2020-03-23 -35.1% 1 months 8 months

Portfolio & Asset Allocation

Statutory Asset Allocation Mandate (SEBI / SID)

Instrument Category Permitted Allocation Range
Equity & Equity related instruments: 80-100%; Debt Instruments: 0-20%;Money Market, Cash & other assets including Gold ETF and Silver ETF: 0-20% Per Scheme Mandate

Investment Objective & Strategy

To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits

ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.

Fund Size Position

Currently managing Rs 74.9 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to ELSS schemes.

Too Small Small Comfortable Stretched Strained

Fund Management

Anuj Kapil
Managing scheme since 2023-08-07
3.3 yrs tenure

Cost & Capital Gains Taxation

From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.

Applicable Tax Structure

Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.

Tax rules as of 23 July 2024. Verify before investing.

Closest ELSS Peers by Rank

Scheme Score 3Y Return Expense Downside Fund Size Compare
CANARA ROBECO ELSS TAX SAVER FUND 5.7 +12.15% 1.84% 95.9% Rs 8,844 cr Compare →
Axis ELSS Tax Saver Fund 5.6 +11.83% 1.73% 93.8% Rs 32,701 cr Compare →
Tata ELSS Fund 5.5 +12.49% 1.92% 105.6% Rs 4,634 cr Compare →
ITI ELSS Tax Saver Fund 4.1 +12.56% 2.60% 140.7% Rs 447 cr Compare →
Mirae Asset ELSS Tax Saver Fund 5.5 +12.80% 1.94% 99.9% Rs 26,283 cr Compare →

Frequently Asked Questions about Taurus ELSS Tax Saver Fund

What is the expense ratio of Taurus ELSS Tax Saver Fund?

Taurus ELSS Tax Saver Fund has a total expense ratio (TER) of 2.61% with a base expense ratio of 2.06%, compared to the ELSS category median of 2.34%.

Who manages Taurus ELSS Tax Saver Fund?

Taurus ELSS Tax Saver Fund is managed by Anuj Kapil (tenure: 3.3 years since 2023-08-07).

What are the historical returns of Taurus ELSS Tax Saver Fund?

Taurus ELSS Tax Saver Fund delivered a 3-year CAGR of 12.02% and a 5-year CAGR of 10.57%. Its 1-year return stands at +2.33%.

How large is Taurus ELSS Tax Saver Fund?

Taurus ELSS Tax Saver Fund manages assets of Rs 74.9 cr, placing it in the 'too small' size band relative to ELSS peers.

How is Taurus ELSS Tax Saver Fund scored on MFIQ?

Taurus ELSS Tax Saver Fund holds an MFIQ Score of 4.4/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.

How risky is Taurus ELSS Tax Saver Fund?

Taurus ELSS Tax Saver Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.77% with a maximum historical drawdown of -59.82%.