NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹83.28
-3.74%
NAV as on 16 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
NAV as on 16 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
22.16%p.a.
Last 1Y
19.31%p.a.
Last 3Y
17.72%p.a.
Last 5Y
12.04%p.a.
Since Inception
About Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option scheme from Taurus Asset Management Company Limited. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on May 2008, Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option is ELSS (Tax Savings) fund of its category with 80.57 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.
- Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option delivered 22.2% annual returns during the last year. It has delivered 12.0% average annual returns since the fund was launched.
- Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in elss
Fund Objective
To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits.
Top 10 Holdings
HDFC Bank Ltd
9.98%
HCL Technologies Ltd
9.36%
Bajaj Holdings and Investment Ltd
6.75%
ICICI Bank Ltd
6.75%
Infosys Ltd
4.92%
Tech Mahindra Ltd
4.84%
ITC Ltd
4.74%
Coal India Ltd
4.14%
Axis Bank Ltd
4.04%
Narayana Hrudayalaya Ltd
2.76%
Fund Managers
- Anuj Kapil (Aug 2023 - Present)
Key Information
View Scheme Document
Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option SIP Calculator
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NRI Mutual Fund Tax on Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Taurus ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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