Taurus Banking & Financial Services Fund - Regular Plan - Growth
Fund House: Taurus Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 22-05-2012 |
| Asset Class: Equity |
| Benchmark: BSE Bankex TRI |
| TER: 2.43% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 12.1 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 51% | Exit Load: 1% if exited on or before 365 days, Nil after 365 days |
55.39
0.43 (0.7763%)
13.95%
Benchmark: 18.74%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty Bank TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 11 Months
10 Years 6 Months
12 Years 1 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The primary objective of the Scheme is to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non-Banking Financial Companies that form part of the BFSI Sector
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.77 |
| Sharpe Ratio | 0.84 |
| Alpha | 1.57 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.61%
Others
2.78%
Large Cap
79.9%
Mid Cap
12.71%
