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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 202692.66
CategoryELSS (Tax Saver)
PlanDirect · 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 document1.57%
AUM₹0.43 Cr
Growth of ₹10,000₹16,8113 Sep 2021 to 3 Sep 2026
₹17,433₹15,319₹13,206₹11,093₹8,980Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,811 (+10.9% a year) Taurus ELSS Tax Saver Fund

Performance (trailing, annualised)

1Y annualised-0.25%
3Y annualised11.19%
5Y annualised10.95%
10Y annualised12.66%

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 ₹1,22,9664.60%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,88,3164.98%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,79,01010.38%

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

Calendar years

Calendar 202120.96%
Calendar 20227.31%
Calendar 202329.56%
Calendar 202422.21%
Calendar 20250.00%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201415.39%
Rolling 1Y · median12.11%
Rolling 1Y · worst window-26.73%
Rolling 1Y · best window71.72%
Rolling 1Y · windows positive83%
Rolling 3Y · average551 windows since 4 Jan 201614.37%
Rolling 3Y · median14.48%
Rolling 3Y · worst window-2.18%
Rolling 3Y · best window28.09%
Rolling 3Y · windows positive99%
Rolling 5Y · average448 windows since 3 Jan 201814.05%
Rolling 5Y · median14.41%
Rolling 5Y · worst window1.21%
Rolling 5Y · best window26.95%
Rolling 5Y · windows positive100%

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)9.98%
Maximum drawdown-16.70%

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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