Taurus Banking & Financial Services Fund - Direct Plan
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. However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or
guarantee any returns.
Suitability
This product is suitable for investors who are seeking• Long term capital appreciation• Investment in equity & equity related instruments of companies from Banking & Financial sector
Fund Info
| Scheme Class | Equity |
| Scheme Category | Sector - Financial Services |
| Benchmark Type | S&P BSE BANKEX INR |
| Expense Ratio | 1.53% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 8 |
| AMC AUM (in Crs.) | ₹ 424 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
ICICI Prudential Banking and Financial Services - Direct Plan | 1000 | 1000 | 18.1% |
| 0 | 0 | 23.52% | |
| 0 | 0 | 14.23% | |
| 1000 | 1000 | 15.94% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 22 |
| HDFC Bank Ltd | Equity | 20 |
| Kotak Mahindra Bank Ltd | Equity | 17 |
| Axis Bank Ltd | Equity | 7 |
| State Bank of India | Equity | 6 |
| HDFC Life Insurance Co Ltd | Equity | 5 |
| Bajaj Finserv Ltd | Equity | 4 |
| Bajaj Finance Ltd | Equity | 4 |
| Net Receivable / Payable | Cash | 3 |
| ICICI Prudential Life Insurance Co Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 97 |
| Cash | 3 |
Taurus Asset Mutual Fund
AUM₹424 Cr
About
Taurus Mutual Fund was amongst the first few private sector Mutual Funds to be registered with SEBI. It was constituted as a Trust on August 20, 1993 in accordance with the provisions of the Indian Trusts Act, 1882. The Mutual Fund was registered with SEBI on Sept 21, 1993. This was one of the first fund houses to launch fully repatriable investments by NRIs/FIIs and since then it has received investments from across the globe.##Taurus Mutual Fund launched its first scheme – Taurus Starshare (Multi Cap) Fund in early 1994 which is operational even today. They believe in catering to both categories of investors and they provide them with an array of mutual funds ranging across different categories and market capitalization. The basically aim for long-term growth, as well as short-term monetary gain.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m