Rolling Returns Calculator

Taurus Mutual Fund

Taurus ELSS Tax Saver Fund — rolling returns

ELSS · NAV data as of

3,395 daily NAV records since 2 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,171 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 2 January 2013 to 16 October 2026

Average rolling return

14.12%

Windows computed

2,171

Median return

14.32%

Standard deviation

4.16%

Best 5-year window

27.12%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

0.71%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,171 of 2,171)
Above 8%
94.7% (2,055 of 2,171)
Above 12%
63.9% (1,388 of 2,171)
Above 15%
44.9% (975 of 2,171)

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,171 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Taurus ELSS Tax Saver Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average15.39%14.49%14.12%13.53%14.33%
Median12.12%14.59%14.32%13.63%14.31%
Minimum-26.77%-3.36%0.71%8.20%12.08%
Maximum77.80%30.08%27.12%16.98%17.13%
Std deviation16.91%4.92%4.16%1.56%1.11%
Consistency
Above 0%82.71%99.44%100.00%100.00%100.00%
Above 8%58.64%90.62%94.66%100.00%100.00%
Above 12%50.30%74.51%63.93%85.30%100.00%
Above 15%44.94%45.61%44.91%17.14%27.59%
Coverage
Windows computed3,1532,6642,1711,674935

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.82% a year more than Regular.

This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 2 January 2013. The 1,662 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Taurus ELSS Tax Saver Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average14.12%13.30%
Best window27.12%from 23 Mar 202026.24%from 23 Mar 2020
Worst window0.71%from 23 Mar 2015-0.19%from 23 Mar 2015
Windows computed2,1712,171

Common questions about Taurus ELSS Tax Saver Fund

What is the 5-year rolling return of Taurus ELSS Tax Saver Fund?
Across 2,171 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Taurus ELSS Tax Saver Fund returned an average of 14.12% a year, with a median of 14.32%. The best 5-year stretch returned 27.12% a year and the worst returned 0.71%.
Has Taurus ELSS Tax Saver Fund ever lost money over 5 years?
No. Every one of the 2,171 5-year holding periods in this fund's history ended in profit. The weakest returned 0.71% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Taurus ELSS Tax Saver Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.12% a year on the Direct plan against 13.30% on the Regular plan, a difference of 0.82% a year.
What is the 1-year rolling return of Taurus ELSS Tax Saver Fund?
Across 3,153 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Taurus ELSS Tax Saver Fund returned an average of 15.39% a year, with a median of 12.12%. The best 1-year stretch returned 77.80% a year and the worst returned -26.77%.
What is the 3-year rolling return of Taurus ELSS Tax Saver Fund?
Across 2,664 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Taurus ELSS Tax Saver Fund returned an average of 14.49% a year, with a median of 14.59%. The best 3-year stretch returned 30.08% a year and the worst returned -3.36%.
What is the 7-year rolling return of Taurus ELSS Tax Saver Fund?
Across 1,674 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Taurus ELSS Tax Saver Fund returned an average of 13.53% a year, with a median of 13.63%. The best 7-year stretch returned 16.98% a year and the worst returned 8.20%.
What is the 10-year rolling return of Taurus ELSS Tax Saver Fund?
Across 935 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Taurus ELSS Tax Saver Fund returned an average of 14.33% a year, with a median of 14.31%. The best 10-year stretch returned 17.13% a year and the worst returned 12.08%.

Compare with other funds

Other ELSS funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.