Taurus Banking Financial Services Fund Regular Plan Growth Option | Pros & Cons NAV(31.47)

Taurus Banking Financial Services Fund Regular Plan Growth Option

Fund Information

Objective

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.

Very High Risk

Nifty Financial Services

Benchmark

2012-05-22

Launched On

Type

1000

Min SIP

5000

Min Investment

10

AUM in Crores

2.43

Expense Ratio

0.50

Exit Load

Taurus Asset Management Company Limited

Fund House

Prasanna Pathak

Fund Managers

Taurus Banking Financial Services Fund Regular Plan Option Pros & Cons

Pros

    Cons

    • Taurus Banking Financial Services Fund Regular Plan Growth Option has under performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
    • Higher Expense Ratio
    • Taurus Banking Financial Services Fund Regular Plan Growth Option is ranking 6th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Taurus Banking Financial Services Fund Regular Plan Growth Option 
    3.2613.8512.899.36
    Nifty Financial Services
    3.6416.816.7612.815.5515.23

    Taurus Banking Financial Services Fund Regular Plan Option Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Taurus Banking Financial Services Fund Regular Plan Growth Option 
    11.5828.03-5.0912.4122.46-0.4
    Nifty Financial Services
    18.565.16-6.6817.2934.112.46

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Taurus Banking Financial Services Fund Regular Plan Growth Option 
    18.131.330.4271.01-4.07
    Nifty Financial Services
    22.031.660.545--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2013-09-03 - 2013-09-10
    15.63
    2020-03-16 - 2020-03-23
    -24.04
    Month2020-10-30 - 2020-11-30
    21.25
    2020-02-24 - 2020-03-24
    -38.95
    Quarter2020-10-15 - 2021-02-15
    52.75
    2019-12-04 - 2020-04-04
    -38.76
    Year2014-01-28 - 2015-01-28
    83.7
    2019-05-24 - 2020-05-24
    -33.17

    Portfolio

    Stock NameSector% of Total Holdings
    ICICI BankFinancial24.51
    HDFC BankFinancial20.31
    Kotak Mahindra BankFinancial15.32
    State Bank of IndiaFinancial10.39
    HDFCFinancial4.73
    Axis BankFinancial4.36
    Bajaj FinanceFinancial3.64
    Cholamandalam Investment & Finance CompanyFinancial3.12
    M&M Financial ServicesFinancial1.8
    Indusind BankFinancial1.61
    Sundaram FinanceFinancial1.27
    Motilal Oswal FinancialFinancial1.2
    Bajaj FinservFinancial1.1
    RBL BankFinancial0.79
    CRISILServices0.75
    HDFC Asset Management CompanyFinancial0.54
    Aditya Birla CapitalFinancial0.39
    HDFC Life InsuranceInsurance0.36

    AUM Yearly

    YearScheme Total AumCategory Total Aum
    20219.550.00
    20209.620.00
    20199.6469743.22

    Taurus Banking Financial Services Fund Regular Plan Option Details

    Taurus Banking Financial Services Fund Regular Plan Growth Option is a mutual fund scheme launched by Taurus Asset Management Company Limited.This fund has been launched on 2012-05-22. Taurus Banking Financial Services Fund Regular Plan Growth Option currently has 10 crores of assets under management (AUM) and has an expense ratio of 2.43 which is higher than what most other Large Cap funds charge.


    Taurus Banking Financial Services Fund Regular Plan Growth Option has given returns of 3.26% in the last 1 year and 13.85% in the last 3 years. And since launch the fund has given 12.89% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    Min sip to invest in this fund is Rs.1000 and lumpsum investment is Rs.5000.

    The top holdings of the fund are ICICI Bank , HDFC Bank , Kotak Mahindra Bank , State Bank of India , HDFC

    Frquently Asked Questions

    1. What is the NAV of Taurus Banking Financial Services Fund Regular Plan Option?

    The current Net Asset Value (NAV) of the Taurus Banking Financial Services Fund Regular Plan Option is 31.47

    2. Taurus Banking Financial Services Fund Regular Plan Option Rolling Returns

    The 3 year rolling returns of the Taurus Banking Financial Services Fund Regular Plan Option:

    • Mean : 11.58%
    • Max : 28.03%
    • Min : -5.09%

    3. How do I invest in Taurus Banking Financial Services Fund Regular Plan Option?

    1. Click here Invest Now
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    3. Invest and enjoy the returns

    Taurus Banking Financial Services Fund Regular Plan Growth Option



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.