Taurus ELSS Tax Saver Fund Direct Growth

Scheme code: INF044D01CG6 NAV value: ₹ 192.0900 NAV date: 7 May, 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	15.51	25.95
3 year	6.28	33.32	15.79	18.19
5 year	3.54	26.02	13.5	13.84
7 year	3.33	15.62	11.71	13.44
10 year	3.49	17.22	10.6	14.66
12 year	3.07	16.17	10.84	14.58
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	25.95
3 year	9.08	58.7	29.31	18.19
5 year	3.67	48	18.04	13.84
7 year	3.8	31.03	14.14	13.44
10 year	3.8	28.93	12.39	14.66
12 year	3.63	26.65	12.59	14.58
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	25.95
3 year	7.68	33.37	17.09	18.19
5 year	2.35	27.63	13.51	13.84
7 year	3.76	16.01	12.07	13.44
10 year	3.56	16.94	10.92	14.66
12 year	3.31	16.54	11.01	14.58
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	25.95
3 year	8.04	34.46	18.26	18.19
5 year	3.37	28.64	14.21	13.84
7 year	3.97	16.42	12.41	13.44
10 year	3.53	17.72	11.22	14.66
12 year	3.1	16.97	11.31	14.58
15 year	6.68	16.96	11.22

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	4.9	8.74
3 year	7.3	9.38
5 year	7.48	7.88
7 year	6.39	7.25
10 year	5.95	8.18
12 year	6.11	8.29

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	8.74
3 year	20.64	9.38
5 year	13	7.88
7 year	9.48	7.25
10 year	7.99	8.18
12 year	8.12	8.29

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	8.74
3 year	8.22	9.38
5 year	7.77	7.88
7 year	6.6	7.25
10 year	6.23	8.18
12 year	6.37	8.29

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	8.74
3 year	8.71	9.38
5 year	8.22	7.88
7 year	6.82	7.25
10 year	6.47	8.18
12 year	6.6	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%