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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.36 | 18.43 | 0.01 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.50 | 23.85 | 0.16 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Taurus Banking & Fin Serv Fund(IDCW) | 2.90% | 12.30% | 11.67% |
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout) | 3.84% | 4.32% | 9.16% |
SBI Banking & Financial Services Fund(IDCW-Payout) | 12.45% | 15.91% | 13.76% |
Nippon India Banking & Financial Services Fund(IDCW) | -4.91% | 9.01% | 6.33% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
20.86 %
Holdings
20.65 %
Holdings
11.09 %
Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.
No.of Schemes
8
Total AUM
₹ 890.42 Cr.
Anuj Kapil
AUM: ₹890.42 Cr.
|
Exp: 17yrs
MBA, PGDM
He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%