Taurus Banking &amp; Financial Services Fund Direct Growth

3Y returns

37.14%

5Y returns

3Y returns

24.50%

5Y returns

16.35%

3Y returns

24.32%

5Y returns

18.57%

3Y returns

22.90%

5Y returns

12.84%

3Y returns

22.88%

5Y returns

15.74%

Name

3Y Returns

5Y Returns

37.14%

24.50%

16.35%

24.32%

18.57%

22.90%

12.84%

22.88%

15.74%

Other Funds from Taurus Mutual Fund

sorted highest to lowest: 3Y return

3Y returns

13.17%

5Y returns

10.55%

3Y returns

11.21%

5Y returns

10.29%

3Y returns

10.60%

5Y returns

11.06%

3Y returns

9.74%

5Y returns

9.65%

3Y returns

9.15%

5Y returns

12.58%

Name

3Y Returns

5Y Returns

13.17%

10.55%

11.21%

10.29%

10.60%

11.06%

9.74%

9.65%

customercare@taurusmutualfund.com

9.15%

12.58%

return calculator

Monthly Investment

Time Period

₹3.83 Lac

Bank Ac

₹4.02 Lac

Fixed Deposit

₹4.14 Lac

This Fund

Total Investment₹ 3,60,000.00

Total Gains₹ 54,190.63

Total Value₹ 4,14,190.63

invest now

>mutual funds>Taurus Banking & Financial Services Fund Direct Growth

Taurus Banking & Financial Services Fund Direct Growth

Equity Sectoral Fund

5 Year Absolute Returns

+59.75%

Ratings

5Y CAGR

9.82%

NAV on 08 Sep 2026

59.1700

2XInvestors doubled money in past 83 months!

return calculator

Monthly Investment

Time Period

₹3.83 Lac

Bank Ac

₹4.02 Lac

Fixed Deposit

₹4.14 Lac

This Fund

Total Investment₹ 3,60,000.00

Total Gains₹ 54,190.63

Total Value₹ 4,14,190.63

invest now

Fund Performance

Performance in Sectoral Fund

1 M

-1.10%-0.04%

3 M

3.29%

8.37%

6 M

0.25%

11.05%

1 Y

1.81%

9.37%

3 Y

29.28%

56.29%

5 Y

59.75%

76.95%

This FundvsCategory Avg

-1.10%

-0.04%1 M

3.29%

8.37%3 M

0.25%

11.05%6 M

1.81%

9.37%1 Y

29.28%

56.29%3 Y

59.75%

76.95%5 Y

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
ICICI Bank	16.18%	₹ 1.81 Cr	Financial Services
HDFC Bank	13.36%	₹ 1.50 Cr	Financial Services
Axis Bank	7.97%	₹ 89.43 L	Financial Services
State Bank of India	7.72%	₹ 86.59 L	Financial Services
Kotak Bank	7.29%	₹ 81.82 L	Financial Services
Net Receivable / Payable	5.90%	₹ 66.13 L	Other
DAM Capital Advisors	4.11%	₹ 46.13 L	Financial Services
Power Finance Corporation	3.79%	₹ 42.52 L	Financial Services
Bajaj Finance	3.62%	₹ 40.59 L	Financial Services
Karnataka Bank	3.11%	₹ 34.87 L	Financial Services

Asset Allocation

Equity

98.10%

Cash

1.90%

Sector Allocation

Financial Services

94.10%

Other

5.90%

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

Scheme Snapshot

Min SIP Amount

₹ 500

Min Lumpsum

₹ 500

AUM

₹ 11.39 Cr.

Lock in Period

0.0 Years

Expense Ratio

1.46%

Inception Date

01 Jan 2013

Exit Load

Exit load of 1%, if redeemed within 365 days.

Fund Manager

Name

Anuj Kapil

Qualification

AMC Information

Taurus Mutual Fund

AUM (cr).

₹1,094.67

Funds Managed

AMC Age

33 Yrs

Date of Incorporation

27 Jul 1993

Phone

022-66242700

Website

www.taurusmutualfund.com

Address

3rd Floor, 301-304, Chandravillas, Premises Society Ltd,, Caves Road, Andheri-East, Mumbai-93.

Similar Funds

sorted highest to lowest: 3Y return

3Y returns

37.14%

5Y returns

3Y returns

24.50%

5Y returns

16.35%

3Y returns

24.32%

5Y returns

18.57%

3Y returns

22.90%

5Y returns

12.84%

3Y returns

22.88%

5Y returns

15.74%

Name

3Y Returns

5Y Returns

37.14%

24.50%

16.35%

24.32%

18.57%

22.90%

12.84%

22.88%

15.74%

Other Funds from Taurus Mutual Fund

sorted highest to lowest: 3Y return

3Y returns

13.17%

5Y returns

10.55%

3Y returns

11.21%

5Y returns

10.29%

3Y returns

10.60%

5Y returns

11.06%

3Y returns

9.74%

5Y returns

9.65%

3Y returns

9.15%

5Y returns

12.58%

Name

3Y Returns

5Y Returns

13.17%

10.55%

11.21%

10.29%

10.60%

11.06%

9.74%

9.65%