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EquityELSSDirect · Growth

Taurus ELSS Tax Saver Fund - Direct Plan - Growth

Taurus · Scheme 118866

203.04 0.13%NAV · 2026-08-05
55
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
12.4%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+3.47%
3 Months+5.42%
6 Months+4.00%
1 Year+0.63%
3 Years (CAGR)+12.36%
5 Years (CAGR)+11.94%
10 Years (CAGR)+13.21%
Since Launch+12.90%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns40
Consistency64
Risk-adjusted41
Downside protection57
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 10Y CAGR: +13.2%
  • Positive 3Y windows: 99% of rolling 3Y windows positive
  • Return stability: rolling-return std 4.9%
  • Alpha vs benchmark: +4.3%
  • Downside capture: 84% of benchmark falls

What to watch

  • 3Y CAGR vs category: -1.0% vs category avg
  • 5Y CAGR vs category: -1.2% vs category avg
  • Beat category: beat category in 42% of windows
  • Sharpe ratio: 0.46

Risk metrics

Sharpe ratio
0.46
Sortino ratio
0.55
Volatility
15.73%
Max drawdown
-35.05%
Downside capture
84.00%

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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