Equity Scheme - ELSSTaurus Mutual Fund

Taurus ELSS Tax Saver Fund - Direct Plan - Growth

₹186.1800▼ 0.2300 (0.12%)

Scheme Type

Open Ended Schemes

NAV History

-9.15%

365 data points · Period: 1Y

Returns

CAGR

-0.12%

+3.39%

-4.64%

+2.91%

+12.34%

+12.38%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,085

-9.2%

3Y Ago

₹15,058

+50.6%

5Y Ago

₹24,353

+143.5%

Past performance ≠ future results

Fund Analytics

Score: 56.3 / 100

Performance

Total Returns

Simple return over period

-4.70%

CAGR

Compound annual growth rate

-4.70%

Growth of ₹10K

Hypothetical investment value

₹9,530

SIP XIRR

SIP internal rate of return

-14.37%

Risk

Volatility (Ann.)

Std deviation of returns

12.69%LOW

Max Drawdown

Worst peak-to-trough

-13.07%

Sharpe Ratio

Risk-adjusted return

-0.84POOR

Sortino Ratio

Downside risk-adjusted return

-1.28POOR

Benchmark

Beta

Market sensitivity

0.90DEF

Alpha

Excess return vs benchmark

-5.41%

Tracking Error

Deviation from benchmark

5.60%

Information Ratio

Alpha per unit tracking error

-0.97

Treynor Ratio

Return per unit systematic risk

-11.85

Capture

Upside Capture

Participation in market gains

86.48%

Downside Capture

Participation in market losses

95.97%

Rolling Returns

1Y Rolling CAGR

Avg 20.2% (-4.1% – 70.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-4.7%+0.1%

-5.4%

3Y+13.3%+12.2%

+1.7%

5Y+12.7%+11.0%

+2.3%

Beta

1Y: 0.903Y: 0.915Y: 0.90

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

₹1,48,408

Total Value

₹4,48,408

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