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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹10 Cr

Lock In Period

N/A

Expense Ratio

2.57

Benchmark

BSE Bankex

Exit Load

1% if exited on or before 365 days. Nil, if exited after 365 days.

Summary

Latest details for Taurus Banking And Financial Services Fund Growth include a ₹53.18 NAV as of Apr 28,2026 and returns since inception of 38.08%. Minimum investments start at SIP ₹500. The Taurus Banking And Financial Services Fund Growth AUM is ₹10 Cr, with a lock-in of N/A years, expense ratio of 2.57%, and benchmark BSE Bankex. Exit load is - 1% if exited on or before 365 days. Nil, if exited after 365 days.. In the growth review for 1M Month/Year, the fund recorded 8.44% returns, against a category average of 2.43% and a category best of 10.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.442.4310.17
6M-3.961.6834.42
1Y2.255.9639.48
3Y11.3517.5081.20

Portfolio Analysis

  • Equity: 93.68%
  • Debt: 6.32%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Ltd.16.81%
2. HDFC Bank Ltd.14.21%
3. Axis Bank Ltd.7.79%
4. Kotak Mahindra Bank Ltd.7.25%
5. The Karnataka Bank Ltd.4.59%

1. State Bank of India8.50%
2. Bank of Baroda1.40%

1. DAM Capital Advisors Ltd.3.65%
2. JM Financial Ltd.2.36%

1. Power Finance Corporation Ltd.5.38%

1. Bajaj Finance Ltd.3.47%

1. Indian Energy Exchange Ltd.2.29%
2. Multi Commodity Exchange of India Ltd.1.04%

1. LIC Housing Finance Ltd.2.86%

1. HDFC Asset Management Co. Ltd.2.29%
2. UTI Asset Management Co. Ltd.0.55%

1. General Insurance Corporation of India2.70%

1. Bajaj Holdings & Investment Ltd.2.53%

1. Central Depository Services (I) Ltd.2.30%

1. Life Insurance Corporation of India1.71%

About Fund

Taurus Banking And Financial Services Fund Growth managed by Taurus Mutual Fund,is a Bankingscheme with Assets Under Management of ₹10 Crore. The fund benchmarks its performance against the BSE Bankex while maintaining an expense ratio of 2.57. Under the expert guidance of Anuj Kapil ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Anuj Kapil

Mr. Anuj Kapil has done PGDBM and MBA. Mr. Kapil 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 & Opreations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt Ltd. as Head of Research.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundLIC MF Banking & Financial Services Fund Growth1239.4 CR2.46
This FundTaurus Banking And Financial Services Fund Growth010.36 CR2.57
This FundIDBI Banking & Financial Services Fund Growth086.62 CR2.5
Fund Name1Y3Y
This FundLIC MF Banking & Financial Services Fund Growth6.249236.1178
This FundTaurus Banking And Financial Services Fund Growth2.252838.0768
This FundIDBI Banking & Financial Services Fund Growth17.57975.8939

FAQs

Taurus Banking And Financial Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Taurus Banking And Financial Services Fund Growth is 2.57. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Taurus Banking And Financial Services Fund Growth’s fund performance is as follows:
  • 1 Month : 8.44%
  • 6 Months : -3.96%
  • 1 Year : 2.25%
  • 3 Years : 11.35%
Returns of Taurus Banking And Financial Services Fund Growth are updated daily based on NAV of ₹ 53.18 as on Apr 28,2026. Since inception, the return has been 38.08%.

You can invest in Taurus Banking And Financial Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Taurus Banking And Financial Services Fund Growth is ₹10 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Taurus Banking And Financial Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500