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Taurus Banking & Financial Services Fund Regular IDCW

Equity
Sectoral / Thematic
Very High Risk
59.94%
1Y return
-1.61% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep 2021₹31.41
Min. SIP amountNA
Rating3star
Fund size₹9.18 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns59.9%14.9%13.8%14.3%
Category average56.1%9.1%12.0%NA
Rank with in category1854NA
Understand termsinfo

Holdings (16)

NameSectorInstrumentAssets
FinancialEquity24.7%
FinancialEquity21.5%
FinancialEquity14.3%
State Bank of India
FinancialEquity9.3%
FinancialEquity6.2%
FinancialEquity4.7%
FinancialEquity4.0%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity3.0%
FinancialEquity2.2%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity1.7%
See All

Pros and cons

info
Category: Equity Sectoral / Thematic
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Pros

1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.43%

Expense ratio, exit load and tax

Expense ratio: 2.43%

Inclusive of GST

Exit load

Exit load of 0.5%, if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Prasanna Pathak
Jul 2017 - Present
View details
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Fund house & investment objective

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Fund house contact details

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