- Mutual Funds
- Taurus Mutual Fund
- Taurus Banking & Financial Services Fund (Growth)
Taurus Banking & Financial Services Fund (Growth)
₹ 40.23
NAV (Jun 02)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 40.23
NAV (Jun 2)
Fund Returns
Last 1Y | 23.8% |
Last 3Y | 25.1% |
Last 5Y | 11.4% |
Last 10Y | 12.2% |
Since Inception | 13.5% |
6 Month CAGR | 1.5% |
Scheme Information
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. However,there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns.
Expense Ratio | 2.51 |
Launched (11y ago) | May 22, 2012 |
AUM in Crores | 8.864 |
ISIN | INF044D01BI4 |
Lock-in | No Lock-in |
Benchmark | S&P BSE BANKEX TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 21.4 |
Standard Deviation (5yr) | 25.1 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Banking & Financial Services Fund (Growth) | 9,69,514 | 2,36,902 | 11.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
19.7%icici bank ltd
16.3%kotak mahindra bank ltd
10.3%state bank of india
10.2%axis bank ltd
7.9%Allocation by Sector
financial services
99.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,448 cr | ||
₹ 10,178 cr | ||
₹ 8,056 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.5% | 10.2% | ||
25.1% | 13.5% | ||
23.5% | 10.2% | ||
23.5% | 10.2% | ||
25.1% | 13.5% |
Taurus Banking & Financial Services Fund (G) Review
Taurus Banking & Financial Services Fund (G) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 13.5% over a period of 11 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 (G) as of 6/2/2023 is ₹40.23 with the total AUM as of 6/3/2023 is ₹8.864. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Banking & Financial Services Fund (G) 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 (G) 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 (G) 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 S&P BSE BANKEX TR INR.
Taurus Banking & Financial Services Fund (G) is rated as a 3 fund in Equity and delivered 23.8% 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 (G).
Frequently Asked Questions
What is Taurus Banking & Financial Services Fund (G)?
How to invest in Taurus Banking & Financial Services Fund (G)?
You can invest in Taurus Banking & Financial Services Fund (G) 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 (G)?
The minimum sip amount for Taurus Banking & Financial Services Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Taurus Banking & Financial Services Fund (G) good to invest in?
As per Scripbox experts, Taurus Banking & Financial Services Fund (G) is a Neutral fund. You can investTaurus Banking & Financial Services Fund (G) 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 (G)?
The expense ratio of the Taurus Banking & Financial Services Fund (G) is 2.51% for regular plan.