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Business News/Market/Market Stats/    Taurus Banking & Financial Services Fund Growth Option

Taurus Banking & Financial Services Fund Growth Option

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  • Equity
  • Sector - Financial Services
  • Rating 3
  • Plan
49.14 -1.02 (-2.03%) NAV as on 13 Nov, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)11.35
  • CAGR 17.08%
  • Exit Load1.00%
  • Expense ratio2.49%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2012-05-22

Morning Star Rating 3

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 14 November 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 1.84%
  • Beta 0.88
  • Sharpe Ratio0.39
  • Std Deviation 14.94%
  • Tracking Error 5.42%

About Fund

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 a part of the BFSI Sector.

 

The Taurus Banking & Financial Services Fund Growth Option has an AUM of 11.35 crores & has delivered CAGR of 11.86% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.49%. The minimum investment in Taurus Banking & Financial Services Fund Growth Option is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank Of India & Axis Bank.

 

The major sectors where the fund is invested are Regional Banks, Investment Services, Insurance (Life) & Consumer Financial Services.

 

Some of the similar funds are Baroda BNP Paribas Banking and Financial Services Fund Regular Growth, Taurus Banking & Financial Services Fund Growth Option, LIC MF Banking & Financial Services Fund Regular Growth, Helios Financial Services Fund Regular Growth, Groww Banking & Financial Services Fund Regular Growth. Taurus Banking & Financial Services Fund Growth Option has a sharpe ratio of 0.39 & a standard deviation of 14.94%.

FAQs about Taurus Banking & Financial Services Fund Growth Option

According to the morning star rating Taurus Banking & Financial Services Fund Growth Option has a Moderate risk & High return.
Taurus Banking & Financial Services Fund Growth Option is managed by Anuj Kapil.
The expense ratio of Taurus Banking & Financial Services Fund Growth Option is 2.49%.
The 5 year annualized return on Taurus Banking & Financial Services Fund Growth Option is 11.86% & it has generated 17.08% in the last 1 year.
The minimum investment in Taurus Banking & Financial Services Fund Growth Option is 500 Rs.
Taurus Banking & Financial Services Fund Growth Option has an AUM of 11.35 crores.
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