MonitorDirect · Growth
Taurus ELSS Tax Saver Fund
Taurus Mutual FundEquity Scheme - ELSS13.7 years
The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.
- NAV
- 198.49
- 16 Sept 2026
- 1Y
- -4.1%
- Trailing CAGR
- AUM
- ₹72.91 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.1%
- 3Y+9.3%
- 5Y+10.1%
- 10Y+12.6%
- SI+12.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.8%
- 3Y+3.7%
- 5Y+9.7%
- 10Y+12.4%
- Since inception
- +12.6%
- Calendar-day CAGR
- Excess 1Y
- -4.3%
- Category median, same plan and option
- 3Y win rate
- +40%
- Windows beating the median
- 3Y percentile
- 47
- Vs comparable share classes
- Worst rolling 3Y
- -3.4%
- 2642 daily-ending windows
- Median rolling 3Y
- +14.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2147 daily-ending windows
- SIP 3Y XIRR
- +3.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 147 recovered episodes
- Longest recovery
- 444 days
- Trough to prior peak
- Current spell
- 322 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
19 Feb 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-35.0%
7 Aug 2015 – 20 Jul 2016
Trough 25 Feb 2016 · recovered in 146 days
-21.4%
21 Jan 2013 – 24 Mar 2014
Trough 28 Aug 2013 · recovered in 208 days
-21.0%
29 Oct 2025 – open
Trough 31 Mar 2026 · not recovered
-16.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
47
Vs category
23
Consistency
40
Risk-adjusted
51
Drawdown
12
Mean
35
Portfolio
31 Aug 2026 · 30 holdings · top 10 are 59.6%.
- Top 5
- 35.6%
- Top 10
- 59.6%
- Largest holding
- 8.0%
- Effective holdings
- 20.5
Divi's Laboratories Ltd
Healthcare
8.0%
ICICI Bank Ltd
Financial
7.3%
Bajaj Holdings & Investment Ltd
Financial
7.2%
HDFC Bank Ltd
Financial
6.8%
ITC Ltd
Consumer Staples
6.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 16 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas ELSS Tax Saver Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +2.9%
- 3Y
- +14.1%
- Vol
- 13.9%
- Max DD
- -17.3%
- Sharpe
- 0.66
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Franklin India ELSS Tax Saver Fund
Franklin Templeton Mutual Fund
- 1Y
- -3.6%
- 3Y
- +10.1%
- Vol
- 15.3%
- Max DD
- -39.0%
- Sharpe
- 0.65
- 3Y win
- +54%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Kotak ELSS Tax Saver Fund
Kotak Mahindra Mutual Fund
- 1Y
- +1.6%
- 3Y
- +10.7%
- Vol
- 15.5%
- Max DD
- -36.4%
- Sharpe
- 0.66
- 3Y win
- +81%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Parag Parikh ELSS Tax Saver Fund
PPFAS Mutual Fund
- 1Y
- -10.8%
- 3Y
- +7.9%
- Vol
- 13.6%
- Max DD
- -29.5%
- Sharpe
- 0.87
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Aditya Birla Sun Life ELSS Tax Saver Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +0.2%
- 3Y
- +10.6%
- Vol
- 14.6%
- Max DD
- -35.1%
- Sharpe
- 0.60
- 3Y win
- +49%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown