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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 · 2.54%Inception · 22-05-2012
NAV
₹50.84
-0.75% · as of 14-10-2026
Since inception
11.95%
CAGR
Benchmark (inception)
17.63%
CAGR
Fund size
₹10 Cr
AUM
Expense ratio
2.54%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +11.95% CAGR vs benchmark +17.63%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-17.00%
HDFC BANK LIMITED EQ NEW FV RE. 1/-13.73%
AXIS BANK LIMITED EQ NE FV RS. 2/-7.99%
STATE BANK OF INDIA EQ NEW RE. 1/-7.89%
Kotak Mahindra Bank Limited7.15%
Bajaj Finance Limited3.86%
DAM Capital Advisors Limited3.85%
POWER FINANCE CORPORATION LTD. EQ3.60%
GENERAL INSURANCE CORPORATION OF INDIA EQ3.34%
LIC HOUSING FINANCE LIMITED EQ NEW F.V. RS.2/-2.88%
Sector allocation
Financial Services96.23%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.9% p.a.₹10,000
10 years
Projected value
₹23,16,486
Invested: ₹12,00,000
Gained: ₹11,16,486
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
Motilal Oswal Services Fund Reg Plan Gr
₹11.76
1Y
+8.7%
3Y
+0.0%
5Y
+0.0%
Quant BFSI Fund Gr Reg Plan
₹19.65
1Y
+8.6%
3Y
+18.0%
5Y
+0.0%
Groww BankIng & FInancial Services Reg Gr
₹12.42
1Y
+6.5%
3Y
+0.0%
5Y
+0.0%
DSP BankIng & FInancial Services Reg Gr
₹14.00
1Y
+3.7%
3Y
+0.0%
5Y
+0.0%
Sundaram FIn Services Opp Reg Gr
₹104.70
1Y
+2.3%
3Y
+10.1%
5Y
+10.7%
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