1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹198.06 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹83.51Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 33.6% | 16.9% | 19.4% | 14.7% |
| Category average | 35.0% | 15.9% | 20.4% | NA |
| Rank with in category | 24 | 18 | 27 | NA |
Understand terms
Holdings (33)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.74% |
HCL Technologies Ltd. | Technology | Equity | 9.68% |
Bajaj Holdings & Investment Ltd. | Financial | Equity | 6.54% |
ICICI Bank Ltd. | Financial | Equity | 5.49% |
ITC Ltd. | Consumer Staples | Equity | 4.96% |
Coal India Ltd. | Energy | Equity | 4.89% |
Tech Mahindra Ltd. | Technology | Equity | 4.30% |
Axis Bank Ltd. | Financial | Equity | 4.23% |
Infosys Ltd. | Technology | Equity | 3.87% |
Swan Energy Ltd. | Construction | Equity | 3.15% |
See All
Pros and cons
Category: Equity ELSS
Pros
Exit load is zero
3Y annualised returns higher than category average by 0.95%
Higher alpha: 3.07
The fund has generated returns higher than benchmark - BSE 500 Total Return Index - in the last 3Y
Cons
1Y, 5Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Higher expense ratio: 1.95%
Expense ratio, exit load and tax
Expense ratio: 1.95%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Anuj KapilAug 2023 - PresentView details
Anuj Kapil
Aug 2023 - Present
View details
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..
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
Launch Date
20 Aug 1993
E-mail
NAWebsite
www.taurusmutualfund.com
Taurus Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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