Equity Scheme - ELSSTaurus Mutual Fund

Taurus ELSS Tax Saver Fund - Direct Plan - Growth

₹193.9500▲ 1.8300 (0.95%)

Scheme Type

Open Ended Schemes

NAV History

+1.24%

365 data points · Period:1Y

Returns

CAGR

+0.95%

-1.44%

-1.17%

-5.98%

+10.49%

+11.06%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,124

+1.2%

3Y Ago

₹16,032

+60.3%

5Y Ago

₹24,250

+142.5%

Past performance ≠ future results

Fund Analytics

Score: 54.2 / 100

Performance

Total Returns

Simple return over period

-6.86%

CAGR

Compound annual growth rate

-6.86%

Growth of ₹10K

Hypothetical investment value

₹9,314

SIP XIRR

SIP internal rate of return

-4.70%

Risk

Volatility (Ann.)

Std deviation of returns

12.35%LOW

Max Drawdown

Worst peak-to-trough

-13.07%

Sharpe Ratio

Risk-adjusted return

-1.04POOR

Sortino Ratio

Downside risk-adjusted return

-1.53POOR

Benchmark

Beta

Market sensitivity

0.83DEF

Alpha

Excess return vs benchmark

-3.42%

Tracking Error

Deviation from benchmark

7.44%

Information Ratio

Alpha per unit tracking error

-0.46

Treynor Ratio

Return per unit systematic risk

-15.47

Capture

Upside Capture

Participation in market gains

81.22%

Downside Capture

Participation in market losses

81.48%

Rolling Returns

1Y Rolling CAGR

Avg 17.8% (-4.2% – 49.9%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-6.9%-5.3%

-3.4%

3Y+11.2%+8.3%

+3.1%

5Y+11.4%+9.8%

+2.1%

Beta

1Y:0.833Y: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