Taurus Mutual Fund

Taurus Banking & Financial Services Fund Direct Plan Growth

₹ 52.39

NAV (Jan 21)

11.448%
5 Year CAGR
Scripbox Opinion
neutral-badge
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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Poor

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

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Scheme Information

Investment Objective

The scheme seeks 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 part of the BFSI Sector.

Expense Ratio
1.84 %
Launched 12Y ago
2013-01-01
AUM in Crores
10.7
ISIN
INF044D01CN2
Lock-in (days)
No Lock-in
Benchmark
BSE Bankex Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.9
Beta
0.9
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2024-02-16

Top Stock Holdings

HDFC Bank Ltd.

18.57%
18.57%

ICICI Bank Ltd.

18.23%
18.23%

State Bank of India

12.92%
12.92%

Axis Bank Ltd.

9.49%
9.49%

Bank of India

6.48%
6.48%
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Allocation by Sector

Financial

93.62%
93.62%

Insurance

2.52%
2.52%

Services

2.47%
2.47%
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Frequently Asked Questions

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