Taurus ELSS Tax Saver Fund
The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.
Growthvine rating: 2/5 — ranked #43 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹179.41 (as of 2026-10-01) |
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| AUM | ₹73 Cr |
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| Expense ratio | 2.06% |
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| Riskometer | Very High |
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| Fund manager | Anuj Kapil |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 9.61% |
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| Sharpe ratio | 0.39 |
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| Standard deviation | 14.55% |
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| Max drawdown | −59.82% |
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| Alpha | 0.15 |
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| Beta | 0.9 |
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Over 5 years, captured 86.1% of Nifty 500's upside and 74.7% of its downside.
Market cap allocation
| Large cap | 71.0% |
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| Mid cap | 5.9% |
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| Small cap | 23.1% |
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Concentration
| Top 5 holdings | 36.0% |
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| Top 10 holdings | 59.1% |
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| Total holdings | 29 |
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| Index overlap | 28.7% |
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| Active share | 71.3% |
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Top holdings
- Divis Laboratories Ltd. — 7.9%
- ICICI Bank Ltd. — 7.3%
- Bajaj Holdings & Investment Limited — 7.2%
- HDFC Bank Ltd. — 6.8%
- ITC Ltd — 6.8%
- Net Receivable / Payable — 5.9%
- Indian Energy Exchange Limited — 5.3%
- POWER GRID CORPORATION OF INDIA LIMITED — 5.3%
- SIGMA ADVANCED SYSTEMS LIMITED — 4.6%
- Reliance Industries Ltd — 4.0%
Top sectors
- Banking & Financial — 22.5%
- Pharma & Biotech — 7.9%
- Finance & Investments — 7.2%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −2.3% | Q2 | #17 of 52 |
| 2025 | −0.6% | Q4 (Bottom) | #44 of 51 |
| 2024 | 21.5% | Q2 | #18 of 51 |
| 2023 | 28.7% | Q2 | #23 of 48 |
| 2022 | 6.6% | Q1 (Top) | #8 of 43 |