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  • Taurus Banking & Financial Services Fund (RIDCW-A)
Taurus Mutual Fund

Taurus Banking & Financial Services Fund (RIDCW-A)

EquitySectoral / Thematic - Bfsi

45.8

NAV (Jul 19)

13.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - bfsi mutual funds.

Sectoral / thematic - bfsi funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

45.8

NAV (Jul 19)

Fund Returns

Last 1Y
20.7%
Last 3Y
16.4%
Last 5Y
14.5%
Last 10Y
12.7%
Since Inception
14.4%
6 Month CAGR
13.2%

Scheme Information

Investment Objective

The primary objective of the Scheme is to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking,Financial and Non Banking Financial Companies that form a part of the BFSI Sector.

Expense Ratio
2.47
Launched (12y ago)
May 22, 2012
AUM in Crores
10.637
ISIN
INF044D01BK0
Lock-in
No Lock-in
Benchmark
BSE BANKEX TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.2
Standard Deviation (5yr)
24.2
Beta (3yr)
0.92
Beta (5yr)
0.88
Sharpe Ratio (3yr)
0.711
Sharpe Ratio (5yr)
0.431
YTM
0
Fund Managers

Hardik Shah

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Banking & Financial Services Fund (RIDCW-A)70%10,20,880 2,88,26813.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 15,161 cr

₹ 19,454 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 813 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.amc-img
phone-img022-66242700
Fund NameScripbox Opinion
Till Date CAGR

16.8%

14.4%

16.8%

14.4%

16.8%

14.4%

15.4%

11.5%

19.5%

10.9%

Taurus Banking & Financial Services Fund (RIDCW-A) Review

Taurus Banking & Financial Services Fund (RIDCW-A) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 14.4% over a period of 12 years. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Hardik Shah.

Nav of Taurus Banking & Financial Services Fund (RIDCW-A) as of 7/19/2024 is ₹45.80 with the total AUM as of 7/22/2024 is ₹10.637. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Banking & Financial Services Fund (RIDCW-A) was launched on May 22, 2012. The category risk of the fund is Very High Risk.

The minimum SIP amount for Taurus Banking & Financial Services Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Taurus Banking & Financial Services Fund (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE BANKEX TR INR.

Taurus Banking & Financial Services Fund (RIDCW-A) is rated as a 3 fund in Equity and delivered 23% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Banking & Financial Services Fund (RIDCW-A).

Frequently Asked Questions

What is Taurus Banking & Financial Services Fund (RIDCW-A)?

Taurus Banking & Financial Services Fund (RIDCW-A) is a Sectoral / Thematic - Bfsi Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Taurus Banking & Financial Services Fund (RIDCW-A)?

You can invest in Taurus Banking & Financial Services Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Taurus Banking & Financial Services Fund (RIDCW-A)?

The minimum sip amount for Taurus Banking & Financial Services Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Taurus Banking & Financial Services Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Taurus Banking & Financial Services Fund (RIDCW-A) is a Neutral fund. You can investTaurus Banking & Financial Services Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Taurus Banking & Financial Services Fund (RIDCW-A)?

The expense ratio of the Taurus Banking & Financial Services Fund (RIDCW-A) is 2.47% for regular plan.