Taurus Banking & Financial Services Fund Growth Option

• Alpha 1.84%
• Beta 0.88
• Sharpe Ratio0.66
• Std Deviation 11.69%
• Tracking Error 5.42%

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 11.75 crores & has delivered CAGR of 9.37% 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 & Good respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, State Bank of India & AXIS Bank Ltd.

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

Some of the similar funds are Taurus Banking & Financial Services Fund Growth Option, LIC MF Banking & Financial Services Fund Regular Growth, ITI Banking and 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 0.66 & a standard deviation of 11.69%.