Taurus ELSS Tax Saver Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 96% of 3-year investment horizons.
- Over 31 years of operational history across different market cycles.
- Experienced a maximum drawdown of -59.8% during severe market crashes.
Key Statistics vs Category Median
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.
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
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.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
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.
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%.