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
₹51.9700
+1.37%
(14 Jan)
AUM
11 Cr
TER
1.78%
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
+17.5%
+17.5%
+14.4%
+13.8%
+3.0%
3Y
+30.9%
+30.9%
+29.9%
+28.0%
+10.4%
5Y
+23.8%
+23.8%
+23.3%
+25.5%
+10.7%
ALL
+11.7%
+11.7%
+11.4%
+16.2%
+11.8%
VOL
20.3%
20.3%
20.3%
20.1%
21.4%
TER
0.7%
0.7%
0.7%
0.8%
1.8%
AUM
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
₹1,286 Cr
₹11 Cr
INFO
0.58
0.58
0.56
0.81
0.55
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 Dec
Top holdings
HDFC Bank Ltd
21.4%
ICICI Bank Ltd
20.3%
State Bank of India
12.3%
Axis Bank Ltd
10.3%
Kotak Mahindra Bank Ltd
8.8%
Bajaj Holdings and Investment Ltd
3.8%
CreditAccess Grameen Ltd Ordinary Shares
2.8%
Computer Age Management Services Ltd Ordinary Shares
2.5%
IndusInd Bank Ltd
2.4%
HDFC Life Insurance Co Ltd
2.3%
Top industry exposure
Financial Services
97.0%
Technology
2.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
25%
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