Aeterna Wealth
ELSS · Direct plan · Growth

Taurus ELSS Tax Saver Fund (Direct)

Taurus Mutual Fund · benchmark Nifty 500 TRI · 13.8 years old · AMFI code 118866

B
Track-record rating: 24 of 37 in ELSS

B (middle of the peer group), score 39.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months5.9%2.5%+3.4%8 / 38
1 year-0.6%-1.0%+0.5%20 / 38
3 years (a year)12.0%12.0%+0.0%21 / 37
5 years (a year)10.7%9.7%+1.1%18 / 30

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y13.9%
Max fall, 5Y-16.7%
Up capture, 3Y90
Down capture, 3Y86
Information ratio, 3Y-0.00
Jensen's alpha, 3Y+0.7%
Beta, 3Y0.89
Sharpe, 3Y0.36

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Taurus ELSS Tax Saver Fund (Direct plan)?

₹203.91 on 5 Nov 2026 (Growth option).

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

2.05% a year; the Regular plan's is 2.61%.

What return has Taurus ELSS Tax Saver Fund given over 3 years?

12.0% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is Taurus ELSS Tax Saver Fund rated?

B: 24 of 37 Direct plans in ELSS, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Taurus Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.