Return
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- 6M
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- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹12 Cr
Lock In Period
N/A
Expense Ratio
2.49
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 ₹51.83 NAV as of Mar 11,2026 and returns since inception of 43.03%. Minimum investments start at SIP ₹500. The Taurus Banking And Financial Services Fund Growth AUM is ₹12 Cr, with a lock-in of N/A years, expense ratio of 2.49%, 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 -5.73% returns, against a category average of -0.89% and a category best of 5.80%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.73 | -0.89 | 5.80 |
| 6M | -0.15 | 2.06 | 34.42 |
| 1Y | 13.04 | 7.12 | 39.48 |
| 3Y | 12.67 | 17.81 | 86.34 |
Portfolio Analysis
- Equity: 96.82%
- Debt: 3.18%
- Others
As on: 2026-01-31
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About Fund
Taurus Banking And Financial Services Fund Growth managed by Taurus Mutual Fund,is a Bankingscheme with Assets Under Management of ₹12 Crore. The fund benchmarks its performance against the BSE Bankex while maintaining an expense ratio of 2.49. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundLIC MF Banking & Financial Services Fund Growth | 1 | 277.43 CR | 2.46 |
| This FundTaurus Banking And Financial Services Fund Growth | 0 | 11.86 CR | 2.49 |
| This FundInvesco India Financial Services Fund Growth | 4 | 1628.3 CR | 2.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Banking & Financial Services Fund Growth | 18.7939 | 41.0053 |
| This FundTaurus Banking And Financial Services Fund Growth | 13.0397 | 43.028 |
| This FundInvesco India Financial Services Fund Growth | 23.3127 | 79.135 |
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 2.49. 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 : -5.73%
- 6 Months : -0.15%
- 1 Year : 13.04%
- 3 Years : 12.67%
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 ₹12 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