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Taurus Banking & Fin Serv Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.78 | 20.26 | 0.72 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.51 | 25.20 | 0.91 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| BSE BANKEX - TRI |
About Sectoral Fund - Banks & Financial Services
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Peers & Comparison
EquitySectoral Fund - Banks & Financial Services
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Taurus Banking & Fin Serv Fund | 16.27% | 15.32% | 12.86% |
| ICICI Pru Banking & Fin Serv Fund | 18.55% | 14.71% | 16.25% |
| SBI Banking & Financial Services Fund | 27.11% | 18.50% | 16.40% |
| Nippon India Banking & Financial Services Fund | 17.61% | 19.23% | 14.89% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.97 %
Holdings
20.90 %
1.97 % - ICICI Bank Ltd3M change : 1.13 %
Holdings
19.76 %
1.13 % - State Bank of India3M change : 0.29 %
Holdings
12.48 %
0.29 %
AMC Profile
Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.
No.of Schemes
8
Total AUM
₹ 920.56 Cr.
Fund Manager Profile
Anuj Kapil
AUM: ₹917.16 Cr.
|
Exp: 17yrs
Qualification
MBA, PGDM
Past Experience
He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.
Funds Managed (16)
Taurus Large Cap Fund
Taurus Nifty 50 Index Fund
Taurus ELSS Tax Saver Fund
Taurus Flexi Cap Fund
Taurus Infrastructure Fund
Taurus Mid Cap Fund
Taurus Ethical Fund
Taurus Banking & Fin Serv Fund
Taurus Nifty 50 Index Fund
Taurus Ethical Fund
Taurus Flexi Cap Fund
Taurus ELSS Tax Saver Fund
Taurus Large Cap Fund
Taurus Infrastructure Fund
Taurus Mid Cap Fund
Taurus Banking & Fin Serv Fund
Manager Performance (0)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%