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OmniAsset › Mutual funds › Taurus ELSS Tax Saver Fund

Taurus ELSS Tax Saver Fund

ELSS (Tax Saver) fund benchmarked to BSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV3 Sep 202685.81
CategoryELSS (Tax Saver)
PlanRegular · Idcw
Launched5 Mar 2007
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.06%
AUM₹21.0 Cr
Growth of ₹10,000₹16,2803 Sep 2021 to 3 Sep 2026
₹16,976₹14,965₹12,954₹10,943₹8,932Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,280 (+10.2% a year) Taurus ELSS Tax Saver Fund

Performance (trailing, annualised)

1Y annualised-0.87%
3Y annualised10.51%
5Y annualised10.24%
10Y annualised11.95%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,5733.99%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,84,5354.33%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,65,2969.67%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202120.11%
Calendar 20226.62%
Calendar 202328.70%
Calendar 202421.47%
Calendar 2025-0.63%

Rolling returns

Rolling 1Y · average894 windows since 11 May 200911.05%
Rolling 1Y · median7.69%
Rolling 1Y · worst window-43.20%
Rolling 1Y · best window73.49%
Rolling 1Y · windows positive70%
Rolling 3Y · average791 windows since 9 May 20119.94%
Rolling 3Y · median12.73%
Rolling 3Y · worst window-17.32%
Rolling 3Y · best window27.16%
Rolling 3Y · windows positive82%
Rolling 5Y · average687 windows since 9 May 201310.68%
Rolling 5Y · median11.84%
Rolling 5Y · worst window-9.58%
Rolling 5Y · best window26.07%
Rolling 5Y · windows positive94%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.74%
Downside deviation (3Y)10.00%
Maximum drawdown-17.01%

Management

Fund managerMr. Anuj Kapil
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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