Taurus Banking & Financial Services-Direct Growth
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.39 %
Expense Ratio
Rating
10
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24% | 16.6% | 13.2% | 12.3% | ||||
| Category Average | 11.9% | 15.3% | 9.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.38
Alpha
4.46
SD
0.91
Beta
0.45
Sharpe
Exit Load
| Exit Load | 0.5% - If exited on or before 7 days. Nil - If exited after 7 days. |
|---|
Fund Objective
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.
Fund Managers
Hardik Shah
Mr Shah is a Fund Manager- Equity. He has more than 6 years of experience working at companies like Prabhudas Lilladher Pvt Ltd as PMS Analyst & Associate Fund Manager at Anandrathi Shares & Stockbrokers Ltd and Arihant Capital Markets Ltd as Research Analyst and Uday Exports Private Limited as Executive-Finance.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 3,192
-
17.6%Fund Size - 3,192
-
9.7%Fund Size - 3,192
-
16.3%Fund Size - 3,192
-
- Equity .
- Sectoral / Thematic .
-
- 5,186
-
65.1%Fund Size - 5,186
-
41.7%Fund Size - 5,186
-
27.1%Fund Size - 5,186
-
- Equity .
- Sectoral / Thematic .
-
- 2,191
-
74.2%Fund Size - 2,191
-
37.9%Fund Size - 2,191
-
24.9%Fund Size - 2,191
-
- Equity .
- Sectoral / Thematic .
-
- 225
-
66.7%Fund Size - 225
-
33.7%Fund Size - 225
-
23.4%Fund Size - 225
-
- Equity .
- Sectoral / Thematic .
-
- 2,950
-
70.9%Fund Size - 2,950
-
28.5%Fund Size - 2,950
-
23.3%Fund Size - 2,950
AMC Contact Details
Taurus Mutual Fund
AUM:
739 Cr
Address:
Ground Floor, AML Centre-1, 8 Mahal
Industrial Estate, Mahakali
Caves Road, Andheri-East, Mumbai-93.
Contact:
022-66242700
Email ID:
customercare@taurusmutualfund.com
More Funds from Taurus Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 73
-
35.2%Fund Size - 73
-
19.9%Fund Size - 73
-
15.8%Fund Size - 73
-
- Other .
- Index .
-
- 3
-
24%Fund Size - 3
-
15%Fund Size - 3
-
14.1%Fund Size - 3
-
- Equity .
- Sectoral / Thematic .
-
- 8
-
59.4%Fund Size - 8
-
25.1%Fund Size - 8
-
20.5%Fund Size - 8
-
- Equity .
- Sectoral / Thematic .
-
- 165
-
47.3%Fund Size - 165
-
19.4%Fund Size - 165
-
19.1%Fund Size - 165
-
- Equity .
- Mid Cap .
-
- 115
-
51.9%Fund Size - 115
-
23.3%Fund Size - 115
-
21.4%Fund Size - 115
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
39.3%Fund Size - 1,863
-
20.4%Fund Size - 1,863
-
18.8%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
31.1%Fund Size - 12,577
-
17.1%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 118
-
43.9%Fund Size - 118
-
21.2%Fund Size - 118
-
17.6%Fund Size - 118
Frequently Asked Questions
How to invest in Taurus Banking & Financial Services-Direct Growth ?
You can invest in Taurus Banking & Financial Services-Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Taurus Banking & Financial Services-Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Taurus Banking & Financial Services-Direct Growth ?
The NAV of Taurus Banking & Financial Services-Direct Growth is ₹51 as of 18 April 2024.
How to redeem Taurus Banking & Financial Services-Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Taurus Banking & Financial Services-Direct Growth?
The minimum SIP amount of Taurus Banking & Financial Services-Direct Growth is ₹500
What are the top sectors Taurus Banking & Financial Services-Direct Growth has invested in?
The top sectors Taurus Banking & Financial Services-Direct Growth has invested in are
- Banks - 83.99%
- Finance - 7.06%
- Capital Markets - 5.19%
- Cash & Others - 2.55%
- Insurance - 1.21%
Can I make investments in both the SIP and Lump Sum schemes of Taurus Banking & Financial Services-Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Taurus Banking & Financial Services-Direct Growth based on your investment objective and risk tolerance.
How much returns have Taurus Banking & Financial Services-Direct Growth generated ?
The Taurus Banking & Financial Services-Direct Growth has delivered 12.3% since inception
What is the expense ratio of Taurus Banking & Financial Services-Direct Growth ?
The expense ratio of Taurus Banking & Financial Services-Direct Growth is 1.39 % as of 18 April 2024.
What is the AUM of Taurus Banking & Financial Services-Direct Growth?
The AUM of Taurus Banking & Financial Services-Direct Growth is ₹739 Cr as of 18 April 2024
What are the top stock holdings of Taurus Banking & Financial Services-Direct Growth?
The top stock holdings of Taurus Banking & Financial Services-Direct Growth are
- HDFC Bank - 18.05%
- ICICI Bank - 17.85%
- St Bk of India - 12.09%
- Bank of India - 9.72%
- Axis Bank - 9.26%
How can I redeem my investments in Taurus Banking & Financial Services-Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Taurus Banking & Financial Services-Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Taurus Banking & Financial Services-Direct Growth in Scheme, enter the redemption amount, and click on submit button.