Taurus ELSS Tax Saver Fund Direct Growth

Scheme code: INF044D01CG6 NAV value: ₹ 188.1000 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.94	45.48	25.95	28.39
3 year	8.13	31.32	18.19	19.8
5 year	3.85	27.41	13.84	15.18
7 year	6.31	17.30	13.44	14.39
10 year	12.06	17.34	14.66	15.51
12 year	13.66	15.34	14.58	14.47

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	25.95
3 year	6.28	33.32	15.57	18.19
5 year	0.74	26.02	12.91	13.84
7 year	3.33	15.62	11.64	13.44
10 year	3.49	17.22	10.65	14.66
12 year	3.07	16.17	10.8	14.58
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	25.95
3 year	6.56	32.12	15.66	18.19
5 year	1	26.2	12.75	13.84
7 year	3.8	15.42	11.84	13.44
10 year	3.8	18	11.09	14.66
12 year	3.63	16.86	11.19	14.58
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	25.95
3 year	7.68	33.37	17	18.19
5 year	0.71	27.63	13.15	13.84
7 year	3.76	16.01	12.04	13.44
10 year	3.56	16.94	10.94	14.66
12 year	3.31	16.54	10.99	14.58
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	25.95
3 year	8.04	34.46	17.98	18.19
5 year	0.69	28.64	13.53	13.84
7 year	3.97	16.42	12.35	13.44
10 year	3.53	17.72	11.24	14.66
12 year	3.1	16.97	11.25	14.58
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 25.95% - Median return: 30.23% - Average standard deviation: 4.57

Rolling return for 3 year

- Average return: 18.19% - Median return: 18.56% - Average standard deviation: 1.74

Rolling return for 5 year

- Average return: 13.84% - Median return: 13.81% - Average standard deviation: 0.96

Rolling return for 7 year

- Average return: 13.44% - Median return: 13.54% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 14.66% - Median return: 14.82% - Average standard deviation: 0.47

Rolling return for 12 year

- Average return: 14.58% - Median return: 14.64% - Average standard deviation: 0.43

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,04,818	1,04,818	8.74
3 year	36,00,000	47,11,106	11,11,106	9.38
5 year	60,00,000	87,68,253	27,68,253	7.88
7 year	84,00,000	1,37,13,239	53,13,239	7.25
10 year	1,20,00,000	2,63,32,470	1,43,32,470	8.18
12 year	1,44,00,000	3,74,26,840	2,30,26,840	8.29

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	8.74
3 year	7.35	9.38
5 year	7.28	7.88
7 year	6.36	7.25
10 year	5.93	8.18
12 year	6.09	8.29

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	8.74
3 year	7.51	9.38
5 year	7.25	7.88
7 year	6.38	7.25
10 year	6.15	8.18
12 year	6.3	8.29

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	8.74
3 year	8.25	9.38
5 year	7.64	7.88
7 year	6.58	7.25
10 year	6.21	8.18
12 year	6.36	8.29

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	8.74
3 year	8.74	9.38
5 year	7.97	7.88
7 year	6.78	7.25
10 year	6.43	8.18
12 year	6.57	8.29

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,04,818 - Absolute Returns: ₹1,04,818 - CAGR: 8.74%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,11,106 - Absolute Returns: ₹11,11,106 - CAGR: 9.38%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,68,253 - Absolute Returns: ₹27,68,253 - CAGR: 7.88%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,13,239 - Absolute Returns: ₹53,13,239 - CAGR: 7.25%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,63,32,470 - Absolute Returns: ₹1,43,32,470 - CAGR: 8.18%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,74,26,840 - Absolute Returns: ₹2,30,26,840 - CAGR: 8.29%