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Taurus Mutual Fund · Equity: Sectoral-Banking and Financial Services
Taurus BankIng & FInancial Services Fund - Regular Plan - Growth
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
EquityBenchmark · BSE Bankex TRITER · 2.41%Inception · 22-05-2012
NAV
₹54.09
+1.37% · as of 10-07-2026
Since inception
12.68%
CAGR
Benchmark (inception)
17.97%
CAGR
Fund size
₹11 Cr
AUM
Expense ratio
2.41%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +12.68% CAGR vs benchmark +17.97%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-16.18%
HDFC BANK LIMITED EQ NEW FV RE. 1/-13.36%
AXIS BANK LIMITED EQ NE FV RS. 2/-7.97%
STATE BANK OF INDIA EQ NEW RE. 1/-7.72%
Kotak Mahindra Bank Limited7.30%
Net Receivable / Payable5.88%
DAM Capital Advisors Limited4.11%
POWER FINANCE CORPORATION LTD. EQ3.79%
Bajaj Finance Limited3.62%
THE KARNATAKA BANK LIMITED EQ3.11%
Sector allocation
Financial Services94.12%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.7% p.a.₹10,000
10 years
Projected value
₹24,19,790
Invested: ₹12,00,000
Gained: ₹12,19,790
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Anuj Kapil
Manager since fund inception data not available
ISIN & identifiers
AMFI code
117312
ISIN (Growth)
INF044D01BI4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Banking and Financial Services funds
Quant BFSI Fund Gr Reg Plan
₹20.99
1Y
+17.0%
3Y
+25.9%
5Y
+0.0%
Motilal Oswal Services Fund Reg Plan Gr
₹11.47
1Y
+13.2%
3Y
+0.0%
5Y
+0.0%
DSP BankIng & FInancial Services Reg Gr
₹14.92
1Y
+10.8%
3Y
+0.0%
5Y
+0.0%
Groww BankIng & FInancial Services Reg Gr
₹12.99
1Y
+8.4%
3Y
+0.0%
5Y
+0.0%
HSBC FIn Services Fund Reg Gr
₹12.71
1Y
+7.0%
3Y
+0.0%
5Y
+0.0%
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