Good morning :)
Add to Watchlist
Share

Taurus Banking & Fin Serv Fund

Growth
52.391.89% (-1.01)

How to use scorecard? Learn more

Taurus Banking & Fin Serv Fund

Growth
EquitySectoral Fund - Banks & Financial Services
Small-size FundAssets Under Mgmt: ₹ 10 Cr
Very High RiskPrinciple investment will be at very high risk
52.391.89% (-1.01)

Price Chart

High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquitySectoral Fund - Banks & Financial Services
Small-size FundAssets Under Mgmt: ₹ 10 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.7819.580.35
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.5124.870.51

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 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

Comparing 3 mutual funds from 
EquitySectoral Fund - Banks & Financial Services

Returns

Scheme

Ratios

Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus Banking & Fin Serv Fund4.88%11.08%11.79%
ICICI Pru Banking & Fin Serv Fund12.48%11.88%15.39%
SBI Banking & Financial Services Fund16.45%15.59%15.22%
Nippon India Banking & Financial Services Fund9.68%15.55%13.96%

Price Comparison

Compare Taurus Banking & Fin Serv Fund with any MF, ETF, stock or index
Compare Taurus Banking & Fin Serv Fund with any MF, ETF, stock or index
Taurus Banking & Fin Serv Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Dec 2024

ACTUAL
Cash & EquivalentsEquity0.45%99.55%

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Tickertape Separator

Sector Distribution

InsuranceOthersSpecialized FinancePublic BanksPrivate Banks2.29 %2.99 %10.59 %17.86 %66.27 %

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Dec 2460.78%59.56%58.43%61.26%61.63%66.27%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.82 %

    Holdings

    21.45 %

    1.82 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 1.43 %

    Holdings

    20.27 %

    1.43 %
  • State Bank of India
    SBIN
    3M change : 0.80 %

    Holdings

    12.30 %

    0.80 %

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

    ₹ 916.58 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹916.58 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

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)

Manager Performance (0)

Loading...

Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.