- Home
- Mutual Funds
- Taurus Mutual Fund
- Taurus Elss Tax Saver Direct-idcw
Fund Overview of Taurus Elss Tax Saver Direct-idcw
-
₹70.1 CrAUM
-
₹88.35NAV
-
2.14%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Taurus Elss Tax Saver Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.13% | NA | 2.82% |
| 6 Months | -3.61% | NA | 12.04% |
| 1 Year | -5.03% | -5.03% | -0.22% |
| 2 Years | 3.31% | 1.64% | 19.10% |
| 3 Years | 39.86% | 11.83% | 18.55% |
| 5 Years | 73.25% | 11.62% | 21.70% |
| 7 Years | 134.58% | 12.95% | NA |
| 10 Years | 248.86% | 13.31% | 14.44% |
Compare Taurus Elss Tax Saver Direct-idcw with other mutual funds in the same category
Taurus Elss Tax Saver Direct-idcw
Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
Asset Allocation
equities
92.21%other assets or cash equivalents
7.79%Taurus Elss Tax Saver Direct-idcw is one Equity mutual fund offered by Taurus Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital appreciation. Investment in equity & equity related instruments. It manages assets worth ₹70.1 crore as on Sun May 31, 2026. The expense ratio stands at 2.14%. Fund Manager Manager EducationAbout Taurus Elss Tax Saver Direct-idcw
The portfolio allocation consists of 92.21% in equities, 7.79% in other assets or cash equivalents.Managed by Anuj Kapil, it has delivered a return of -5.03% in the last year, a total return since inception of 12.55%.
As evaluating financial products individuals generally consider best sip based on investment horizon.
Key Metrics of Taurus Elss Tax Saver Direct-idcw
-
Standard Deviation14.49%
-
Sharpe Ratio0.46%
-
Alpha-0.34%
-
Beta0.88%
Fund Details
|
|
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Taurus Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Taurus Elss Tax Saver Direct-growth
|
₹70 | 0.87% | 4.13% | -3.61% | -5.03% | 11.83% |
|
Taurus Elss Tax Saver Regular-growth
|
₹70 | 0.81% | 3.98% | -3.91% | -5.64% | 11.14% |
|
Taurus Elss Tax Saver Regular-idcw
|
₹70 | 0.81% | 3.98% | -3.91% | -5.64% | 11.14% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth |
₹31,023 | ₹107.53 | 10.63% | 8.24% | 12.78% |
| Axis Elss Tax Saver Fund-growth |
₹31,023 | ₹94.59 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Fund-idcw |
₹31,023 | ₹23.16 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹31,023 | ₹49.76 | 10.63% | 8.24% | 12.78% |
| SBI Elss Tax Saver Fund Direct-growth |
₹30,955 | ₹469.42 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-growth |
₹30,955 | ₹431.86 | 17.87% | 16.56% | 14.55% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹30,955 | ₹116.27 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹30,955 | ₹87.55 | 17.87% | 16.56% | 14.55% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹25,374 | ₹49.56 | 14.25% | 12.23% | 16.63% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹25,374 | ₹56.57 | 15.36% | 13.43% | 18.09% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Itc Ltd | Consumer Staples | 7.81% | ₹5.47 Cr |
| Net Receivables | Unspecified | 7.79% | ₹5.46 Cr |
| Hdfc Bank Ltd | Financial | 7.36% | ₹5.16 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 6.73% | ₹4.71 Cr |
| Icici Bank Ltd | Financial | 6.54% | ₹4.58 Cr |
| Pace Digitek Ltd. | 6.04% | ₹4.23 Cr | |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 5.99% | ₹4.20 Cr |
| Divi's Laboratories Ltd | Healthcare | 5.92% | ₹4.15 Cr |
| Indian Energy Exchange Ltd | Financial | 5.85% | ₹4.10 Cr |
| Coal India Ltd | Materials | 4.57% | ₹3.20 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.25% | ₹2.98 Cr |
| Park Medi World Ltd. | 3.50% | ₹2.46 Cr | |
| Narayana Hrudayalaya Ltd | Healthcare | 3.30% | ₹2.31 Cr |
| Axis Bank Ltd | Financial | 3.20% | ₹2.24 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 3.18% | ₹2.23 Cr |
| Infosys Ltd | Technology | 2.64% | ₹1.85 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 2.36% | ₹1.65 Cr |
| Bharti Airtel Ltd | Technology | 2.32% | ₹1.63 Cr |
| Insolation Energy Ltd | Energy & Utilities | 2.07% | ₹1.45 Cr |
| Hcl Technologies Ltd | Technology | 1.99% | ₹1.39 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹37.38 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹34.35 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹32.37 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹30.82 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹36.59 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹33.58 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹31.30 | 17.15% | 20.22% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹29.75 | 17.15% | 20.22% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-growth |
₹32.14 | 16.60% | 19.86% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-idcw |
₹30.59 | 16.60% | 19.86% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Taurus Elss Tax Saver Direct-idcw
What is the current AUM of Taurus Elss Tax Saver Direct-idcw?
As of Sun May 31, 2026, Taurus Elss Tax Saver Direct-idcw manages assets worth ₹70.1 crore
How has Taurus Elss Tax Saver Direct-idcw performed recently?
- 3 Months: 4.13%
- 6 Months: -3.61%
What is the long-term performance of Taurus Elss Tax Saver Direct-idcw?
- 3 Years CAGR: 11.83%
- 5 Years CAGR: 11.62%
- Since Inception: 12.55%
What is the portfolio composition of Taurus Elss Tax Saver Direct-idcw?
Equity: 92.21%, Others: 7.79%.
Who manages Taurus Elss Tax Saver Direct-idcw?
Taurus Elss Tax Saver Direct-idcw is managed by Anuj Kapil from Taurus Mutual Fund.
What is the market-cap allocation of Taurus Elss Tax Saver Direct-idcw?
Large Cap: 75.37%, Mid Cap: 4.11%, Small Cap: 20.52%.
Which are the top companies Taurus Elss Tax Saver Direct-idcw has invested in?
- ITC Ltd – 7.81% of the fund's portfolio
- Net Receivables – 7.79% of the fund's portfolio
- HDFC Bank Ltd – 7.36% of the fund's portfolio
- Bajaj Holdings & Investment Ltd – 6.73% of the fund's portfolio
- ICICI Bank Ltd – 6.54% of the fund's portfolio
Which are the major sectors Taurus Elss Tax Saver Direct-idcw focuses on?
- Financial – 29.68% of the fund's portfolio
- Energy & Utilities – 12.31% of the fund's portfolio
- Other – 9.54% of the fund's portfolio
- Healthcare – 9.22% of the fund's portfolio
- Consumer Staples – 7.81% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
