Taurus Banking & Financial Services IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Taurus Banking & Financial Services IDCW Reinvest Direct Plan

NAV
₹51.8000
-0.73%
(21 Feb)
AUM
11 Cr
TER
1.36%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+1.8%
-2.5%
-2.5%
-2.5%
-4.0%
3Y
+12.1%
+30.8%
+30.8%
+30.8%
+28.6%
5Y
+10.7%
+23.5%
+23.5%
+23.5%
+22.7%
ALL
+11.6%
+11.3%
+11.3%
+11.3%
+15.8%
VOL
21.3%
20.3%
20.3%
20.3%
20.2%
TER
1.4%
0.8%
0.8%
0.8%
0.8%
AUM
₹11 Cr
₹4,543 Cr
₹4,543 Cr
₹4,543 Cr
₹1,230 Cr
INFO
0.54
0.56
0.56
0.56
0.78
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Taurus Banking & Financial Services IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
ICICI Bank Ltd
20.9%
HDFC Bank Ltd
20.7%
State Bank of India
11.1%
Axis Bank Ltd
10.5%
Kotak Mahindra Bank Ltd
8.4%
Net Receivable / Payable
4.5%
CreditAccess Grameen Ltd Ordinary Shares
3.4%
Bajaj Holdings and Investment Ltd
3.3%
Union Bank of India
2.5%
IndusInd Bank Ltd
2.5%
Top industry exposure
Financial Services
94.0%
Technology
1.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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 a part of the BFSI Sector.
Fund manager(s)
Anuj Kapil

FAQs