Equity • ELSS (Tax Savings) • Direct dividend payout
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct dividend payout
Launched On
01 Jan 2013
13 years ago
Lock-in Period
3 years
NAV
as of 18 Dec 2025
₹91.51
-0.1528% (-0.10)
AUM
₹79 Cr
Expense ratio
1.79%
Benchmark
BSE 500 India
Fund Plan
Annually
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Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
38.10%
Technology
14.52%
Consumer Defensive
11.25%
Healthcare
10.40%
Consumer Cyclical
5.28%
Fund House
Taurus
Inc: 29 Jan 1994 • Total AUM: ₹1,010 Cr • Rank #48
Taurus Mutual Fund, started in 1993, has HB Portfolio Limited as its sponsors. The fund house is headed by Prasanna Pathak as the CEO. As of 31 March 2024, it has an AUM of ₹802 Cr.
Fund Managers
Anuj Kapil
Experience: 3.12 yrs • Total AUM: 6,686 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.