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Taurus Banking & Financial Services Fund Direct Growth
+12.51%
3Y annualised
-0.37% 1D
NAV: 13 Apr '26
₹59.24
Min. for SIP
₹500
Fund size (AUM)
₹10.36 Cr
Expense ratio
2.49%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,250 | -1.25% | |
| 3 years | ₹1,80,000 | ₹1,98,544 | +10.30% | |
| 5 years | ₹3,00,000 | ₹3,86,631 | +28.88% | |
| 10 years | ₹6,00,000 | ₹11,40,223 | +90.04% |
Holdings (20)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 16.81% |
| HDFC Bank Ltd. | Financial | Equity | 14.21% |
| State Bank of India | Financial | Equity | 8.50% |
| Axis Bank Ltd. | Financial | Equity | 7.79% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 7.25% |
| Power Finance Corporation Ltd. | Financial | Equity | 5.38% |
| The Karnataka Bank Ltd. | Financial | Equity | 4.59% |
| DAM Capital Advisors Ltd. | Financial | Equity | 3.65% |
| Bajaj Finance Ltd. | Financial | Equity | 3.47% |
| LIC Housing Finance Ltd. | Financial | Equity | 2.86% |
| General Insurance Corporation of India | Insurance | Equity | 2.70% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.53% |
| JM Financial Ltd. | Financial | Equity | 2.36% |
| Central Depository Services (India) Ltd. | Financial | Equity | 2.30% |
| Indian Energy Exchange Ltd. | Services | Equity | 2.29% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 2.29% |
| Life Insurance Corporation of India | Insurance | Equity | 1.71% |
| Bank Of Baroda | Financial | Equity | 1.40% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.04% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.55% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.5% | +12.8% | +14.3% | +11.6% |
| Category average (Equity Sectoral) | +14.4% | +16.1% | +13.7% | -- |
| Rank (Equity Sectoral) | 15 | 11 | 8 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
AKAnuj KapilJun 2023 - PresentView details
AK
Anuj Kapil
Jun 2023 - Present
View details
About Taurus Banking & Financial Services Fund Direct Growth
Taurus Banking & Financial Services Fund Direct Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 20 Aug 1993. Anuj Kapil is the Current Fund Manager of Taurus Banking & Financial Services Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹900 Cr and the Latest NAV as of 13 Apr 2026 is ₹59.24.
The Taurus Banking & Financial Services Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days.
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Investment Objective
The scheme seeks 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 benchmarkBSE Bankex Total Return Index
Fund house
Rank (total assets)#37 in India
Total AUM₹899.76 Cr
Date of Incorporation20 Aug 1993
Launch Date20 Aug 1993
Address3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,