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Taurus ELSS Tax Saver Fund - Direct Plan - Growth

Taurus · Scheme 118866

200.53 0.07%NAV · 2026-09-18
47
Average FundScore
Start SIP
AUM
₹73 cr
Expense ratio
2.05%
3Y CAGR
12.2%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Prasanna PathakExit load: Nil
Average · 47/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Positive 3Y windows: 99% of rolling 3Y windows positive
  • Return stability: rolling-return std 4.9%
  • Alpha vs benchmark: +4.4%

📉 What could drag it down

  • Down 1.7% over the last year — currently out of favour.
  • Weak risk-adjusted returns (Sharpe 0.45) — took on risk without enough payoff.
  • Pricey — 2.05% expense ratio quietly eats into long-term returns.
  • 3Y CAGR vs category: -1.2% vs category avg
  • 5Y CAGR vs category: -1.1% vs category avg

FundScore breakdown

47/100 · Average
How it works →
39
Returns
Weak
64
Consistency
Decent
41
Risk-adjusted
Weak
58
Downside protection
Decent
32
Cost efficiency
Weak
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.