Equity Scheme - ELSSTaurus Mutual Fund

Taurus ELSS Tax Saver Fund - Direct Plan - Growth

₹192.0100▲ 0.0600 (0.03%)

Scheme Type

Open Ended Schemes

NAV History

-3.43%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,657

-3.4%

3Y Ago

₹16,119

+61.2%

5Y Ago

₹24,811

+148.1%

Past performance ≠ future results

Fund Analytics

Score: 55.5 / 100

Performance

Total Returns

Simple return over period

-3.69%

CAGR

Compound annual growth rate

-3.69%

Growth of ₹10K

Hypothetical investment value

₹9,631

SIP XIRR

SIP internal rate of return

-5.67%

Risk

Volatility (Ann.)

Std deviation of returns

11.81%LOW

Max Drawdown

Worst peak-to-trough

-13.07%

Sharpe Ratio

Risk-adjusted return

-0.82POOR

Sortino Ratio

Downside risk-adjusted return

-1.27POOR

Benchmark

Beta

Market sensitivity

0.84DEF

Alpha

Excess return vs benchmark

-1.62%

Tracking Error

Deviation from benchmark

7.15%

Information Ratio

Alpha per unit tracking error

-0.23

Treynor Ratio

Return per unit systematic risk

-11.56

Capture

Upside Capture

Participation in market gains

85.30%

Downside Capture

Participation in market losses

84.21%

Rolling Returns

1Y Rolling CAGR

Avg 18.9% (-4.1% – 59.2%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-3.7%-3.6%

-1.6%

3Y+13.0%+9.9%

+3.5%

5Y+12.3%+10.4%

+2.4%

Beta

1Y:0.843Y:0.915Y:0.89

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,74,535

Total Value

₹4,74,535

*Based on historical CAGR. Projections are illustrative, not guaranteed