Should I invest in Taurus ELSS Tax Saver Fund?

We don't give personal investment advice. Taurus ELSS Tax Saver Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.7%. 5-year CAGR: 11.43%.

Taurus

Taurus ELSS Tax Saver Fund - Direct Plan - Growth

Latest NAV

₹189.6600

As of

3 Jun 2026

3,302 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.25%	+0.24%	-0.49	54 / 59	Q4
1W	-2.23%	-1.27%	-0.96	51 / 59	Q4
2W	-0.90%	+0.30%	-1.20	52 / 59	Q4
1M	-1.53%	-0.87%	-0.66	35 / 59	Q3
3M	+0.72%	+0.83%	-0.12	24 / 59	Q2
6M	-6.71%	-2.14%	-4.57	42 / 59	Q3
YTD	-5.09%	-1.56%	-3.54	32 / 59	Q3
1Y	-4.58%	+5.96%	-10.54	52 / 59	Q4
2Y	+1.98%	+5.58%	-3.60	40 / 58	Q3
3Y	+11.90%	+14.58%	-2.68	47 / 58	Q4
4Y	+13.38%	+14.85%	-1.47	33 / 51	Q3
5Y	+11.43%	+14.46%	-3.03	39 / 47	Q4
7Y	+12.24%	+15.51%	-3.27	39 / 45	Q4
10Y	+13.20%	+14.50%	-1.31	19 / 27	Q3
Inception	+12.50%	+14.13%	-1.64	46 / 59	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.09%	-4.44%	-0.65	26 / 53
2025	-0.27%	+3.70%	-3.97	44 / 53
2024	+20.63%	+20.13%	+0.50	22 / 53
2023	+29.29%	+30.82%	-1.53	23 / 51
2022	+7.31%	+3.78%	+3.53	9 / 47
2021	+20.48%	+39.32%	-18.84	48 / 50
2020	+14.44%	+18.42%	-3.98	36 / 50
2019	+8.02%	+6.48%	+1.54	27 / 47
2018	+0.95%	-7.38%	+8.33	5 / 37
2017	+37.88%	+38.27%	-0.39	14 / 31
2016	+3.98%	+5.54%	-1.56	16 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.77%

152 windows

min -26.8% · max 59.7%

84% positive

3-Year rolling

+14.37%

128 windows

min -2.3% · max 24.4%

99% positive

5-Year rolling

+14.11%

103 windows

min 1.4% · max 22.8%

100% positive

7-Year rolling

+13.43%

79 windows

min 8.5% · max 16.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.56%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.81

Downside-only deviation

Max drawdown

-16.70%

Oct 2025 → Mar 2026

% positive months

52.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
HDFC ELSS Tax saver - Growth Option - Direct Plan	HDFC	₹1,421.3430	3 Jun 2026
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹140.6038	3 Jun 2026
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH	SBI	₹458.2222	3 Jun 2026
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth	ICICI Prudential	₹990.7700	3 Jun 2026
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth	Invesco	₹138.0800	3 Jun 2026
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth	Bandhan	₹173.1540	3 Jun 2026
quant ELSS Tax Saver Fund - Growth Option - Direct Plan	Quant	₹443.2149	3 Jun 2026
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹66.4800	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option	Motilal Oswal	₹62.1822	3 Jun 2026
Franklin India ELSS Tax Saver Fund - Direct - Growth	Franklin India	₹1,537.4743	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹189.6600
2 Jun 2026	₹190.1300
1 Jun 2026	₹188.7900
29 May 2026	₹191.0200
27 May 2026	₹193.9900
26 May 2026	₹194.2200
25 May 2026	₹194.4900
22 May 2026	₹192.0100
21 May 2026	₹191.9500
20 May 2026	₹191.3800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Taurus ELSS Tax Saver Fund - Direct Plan - Growth is ₹189.6600. It's a ELSS from Taurus, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus ELSS Tax Saver Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Taurus ELSS Tax Saver Fund - Direct Plan - Growth is managed by Taurus. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus ELSS Tax Saver Fund - Direct Plan - Growth has delivered a absolute return of -4.58% — -10.54 pp behind the ELSS category average of 5.96%. The fund ranks #52 of 59 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus ELSS Tax Saver Fund - Direct Plan - Growth has delivered a CAGR of 11.90% — -2.68 pp behind the ELSS category average of 14.58%. The fund ranks #47 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Taurus ELSS Tax Saver Fund - Direct Plan - Growth has delivered a CAGR of 11.43% — -3.03 pp behind the ELSS category average of 14.46%. The fund ranks #39 of 47 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus ELSS Tax Saver Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹345,403 today — a multiplier of 3.45×, based on the 10-year CAGR of 13.20%. The category average over the same window would have grown ₹1 lakh to ₹387,469.

A ₹10,000 monthly SIP in Taurus ELSS Tax Saver Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹755,910 today. That's an XIRR (money-weighted annualised return) of 9.17%.

A ₹10,000 monthly SIP for 10 years in Taurus ELSS Tax Saver Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,266,856 (multiplier 1.89×). XIRR: 12.21%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus ELSS Tax Saver Fund - Direct Plan - Growth ranks #39 out of 47 funds in the ELSS category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 14.46%; this fund delivered 11.43%.

The worst peak-to-trough decline Taurus ELSS Tax Saver Fund - Direct Plan - Growth has experienced over the last 5-year window is 16.70% — its NAV fell from a high on 29 Oct 2025 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Taurus ELSS Tax Saver Fund - Direct Plan - Growth averaged 14.11% (best 22.78%, worst 1.43%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, Taurus ELSS Tax Saver Fund - Direct Plan - Growth returned -0.27% — lagging the ELSS category average of 3.70% by 3.97 pp. It ranked #44 of 53 in its category that year.

Taurus ELSS Tax Saver Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Taurus ELSS Tax Saver Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.7%. 5-year CAGR: 11.43%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.