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Fund Overview of Taurus Banking & Financial Services Fund Regular-Growth
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₹10.4 CrAUM
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₹53.24NAV
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2.53%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Taurus Banking & Financial Services Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.06% | NA | 2.31% |
| 6 Months | 1.41% | NA | 15.50% |
| 1 Year | -3.48% | -3.48% | 10.43% |
| 2 Years | 4.39% | 2.17% | 18.38% |
| 3 Years | 29.41% | 8.98% | 17.78% |
| 5 Years | 44.47% | 7.64% | 22.24% |
| 7 Years | 92.66% | 9.82% | NA |
| 10 Years | 205.87% | 11.83% | 13.92% |
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As on Thu Nov 05, 2026
Asset Allocation of Taurus Banking & Financial Services Fund Regular-Growth
equities
98.82%other assets or cash equivalents
1.18%Large Cap: 76.92%
Mid Cap: 5.54%
Small Cap: 17.54%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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Taurus Banking & Financial Services Fund Regular-Growth is one Equity mutual fund offered by Taurus Mutual Fund. Launched on 22 May 2012, the fund aims Long term capital appreciation. Investment in equity & equity related instruments of companies from Banking & Financial sector. It manages assets worth ₹10.4 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.53%. Fund Manager Manager Education
About FundAbout Taurus Banking & Financial Services Fund Regular-Growth
The portfolio allocation consists of 98.82% in equities, 1.18% in other assets or cash equivalents.Managed by Anuj Kapil, it has delivered a return of -3.48% in the last year, a total return since inception of 12.25%.
Long-term investors frequently review the best sip investment in order to strengthen disciplined investment portfolios.
Anuj Kapil
Mr. Kapil has done PGDBM and MBA
Key Metrics of Taurus Banking & Financial Services Fund Regular-Growth
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Standard Deviation14.86%
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Mean7.96%
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Sharpe Ratio0.16%
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Alpha-1.32%
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Beta0.90%
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Sortino Ratio0.24%
Taurus Banking & Financial Services Fund Regular-Growth Fund Details
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Compare Mutual Funds
Taurus Banking & Financial Services Fund Regular-Growth Fund Returns Comparison
Compare Taurus Banking & Financial Services Fund Regular-Growth with other mutual funds in the same category
Taurus Banking & Financial Services Fund Regular-Growth
Nippon India ETF Nifty PSU Bank Bees
Kotak Nifty PSU Bank Exchange Traded Fund
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India ETF Nifty PSU Bank Bees  |
₹3,932 | 6.78% | 0.12% | 2.97% | 19.36% | 24.59% |
| Kotak Nifty PSU Bank Exchange Traded Fund |
₹2,491 | 6.78% | 0.12% | 2.95% | 19.34% | 24.59% |
| Invesco India Financial Services Fund Direct-Growth |
₹1,790 | 5.70% | -0.76% | 4.47% | 16.66% | 13.74% |
| Invesco India Financial Services Fund Direct-IDCW |
₹1,790 | 5.70% | -0.76% | 4.47% | 16.66% | 13.74% |
| Sundaram Financial Services Opportunities Fund Direct-Growth |
₹1,614 | 2.96% | -2.91% | 0.54% | 11.90% | 12.63% |
| Sundaram Financial Services Opportunities Fund Direct-IDCW |
₹1,614 | 2.96% | -2.91% | 0.54% | 11.90% | 12.63% |
| Invesco India Financial Services Fund Regular-Growth |
₹1,790 | 5.58% | -1.08% | 3.15% | 15.16% | 12.25% |
| Invesco India Financial Services Fund Regular-IDCW |
₹1,790 | 5.58% | -1.08% | 3.15% | 15.16% | 12.25% |
| SBI Banking & Financial Services Fund Direct-Growth |
₹10,420 | 6.57% | -0.20% | -0.07% | 16.62% | 12.02% |
| SBI Banking & Financial Services Fund Direct-IDCW |
₹10,420 | 6.57% | -0.20% | -0.07% | 16.62% | 12.02% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Taurus Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Taurus Banking & Financial Services Fund Direct-Growth
|
₹10 | 6.11% | -0.87% | 1.80% | -2.78% | 9.79% |
|
Taurus Banking & Financial Services Fund Direct-IDCW
|
₹10 | 6.11% | -0.87% | 1.80% | -2.78% | 9.79% |
|
Taurus Banking & Financial Services Fund Regular-IDCW
|
₹10 | 6.03% | -1.06% | 1.41% | -3.48% | 8.98% |
growth is based on 1-month returns of the fundsTaurus Banking & Financial Services Fund Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Banking And Financial Services-Growth |
₹10,774 | ₹132.45 | 10.28% | 8.29% | 11.33% |
| ICICI Prudential Banking And Financial Services Direct Plan-Growth |
₹10,774 | ₹150.58 | 11.14% | 9.17% | 12.37% |
| ICICI Prudential Banking And Financial Services Direct Plan-IDCW |
₹10,774 | ₹69.19 | 11.14% | 9.17% | 12.37% |
| ICICI Prudential Banking And Financial Services-IDCW |
₹10,774 | ₹25.28 | 10.28% | 8.29% | 11.33% |
| SBI Banking & Financial Services Fund Regular-Growth |
₹10,420 | ₹44.03 | 15.41% | 10.80% | 14.06% |
| SBI Banking & Financial Services Fund Direct-Growth |
₹10,420 | ₹49.80 | 16.62% | 12.02% | 15.37% |
| SBI Banking & Financial Services Fund Direct-IDCW |
₹10,420 | ₹44.52 | 16.62% | 12.02% | 15.37% |
| SBI Banking & Financial Services Fund Regular-IDCW |
₹10,420 | ₹39.54 | 15.41% | 10.80% | 14.06% |
| Nippon India ETF Nifty Bank Bees |
₹7,917 | ₹598.81 | 10.65% | 8.57% | 11.98% |
| Nippon India Banking & Financial Services Fund-Growth |
₹7,367 | ₹633.84 | 11.02% | 11.08% | 12.46% |
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Top funds are based on Fund AUM
Taurus Banking & Financial Services Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 22.22% | ₹2.63 Cr |
| Hdfc Bank Ltd | Financial | 22.10% | ₹2.61 Cr |
| Hdfc Bank Ltd | Financial | 19.51% | ₹2.37 Cr |
| Icici Bank Ltd | Financial | 19.32% | ₹2.35 Cr |
| Hdfc Bank Ltd | Financial | 19.38% | ₹2.33 Cr |
| Hdfc Bank Ltd | Financial | 19.38% | ₹2.33 Cr |
| Icici Bank Ltd | Financial | 19.63% | ₹2.28 Cr |
| Icici Bank Ltd | Financial | 19.63% | ₹2.28 Cr |
| Icici Bank Ltd | Financial | 18.96% | ₹2.28 Cr |
| Icici Bank Ltd | Financial | 18.96% | ₹2.28 Cr |
| Hdfc Bank Ltd | Financial | 19.28% | ₹2.24 Cr |
| Hdfc Bank Ltd | Financial | 19.28% | ₹2.24 Cr |
| Hdfc Bank Ltd | Financial | 17.69% | ₹2.12 Cr |
| Icici Bank Ltd | Financial | 17.75% | ₹2.11 Cr |
| Icici Bank Ltd | Financial | 17.60% | ₹2.07 Cr |
| Icici Bank Ltd | Financial | 17.10% | ₹2.05 Cr |
| Icici Bank Ltd | Financial | 17.00% | ₹1.99 Cr |
| Icici Bank Ltd | Financial | 17.00% | ₹1.99 Cr |
| Icici Bank Ltd | Financial | 17.00% | ₹1.99 Cr |
| Icici Bank Ltd | Financial | 17.00% | ₹1.99 Cr |
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Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India ETF Nifty PSU Bank Bees |
₹95.58 | 19.36% | 24.59% | - |
| Kotak Nifty PSU Bank Exchange Traded Fund |
₹85.66 | 19.34% | 24.59% | - |
| Invesco India Financial Services Fund Direct-Growth |
₹177.73 | 16.66% | 13.74% | - |
| Invesco India Financial Services Fund Direct-IDCW |
₹91.47 | 16.66% | 13.74% | - |
| Sundaram Financial Services Opportunities Fund Direct-Growth |
₹121.84 | 11.90% | 12.63% | - |
| Sundaram Financial Services Opportunities Fund Direct-IDCW |
₹33.23 | 11.90% | 12.63% | - |
| Invesco India Financial Services Fund Regular-Growth |
₹146.26 | 15.16% | 12.25% | - |
| Invesco India Financial Services Fund Regular-IDCW |
₹74.59 | 15.16% | 12.25% | - |
| SBI Banking & Financial Services Fund Direct-Growth |
₹49.80 | 16.62% | 12.02% | - |
| SBI Banking & Financial Services Fund Direct-IDCW |
₹44.52 | 16.62% | 12.02% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Taurus Banking & Financial Services Fund Regular-Growth
What is the current AUM of Taurus Banking & Financial Services Fund Regular-Growth?
As of Wed Sep 30, 2026, Taurus Banking & Financial Services Fund Regular-Growth manages assets worth ₹10.4 crore
How has Taurus Banking & Financial Services Fund Regular-Growth performed recently?
- 3 Months: -1.06%
- 6 Months: 1.41%
What is the long-term performance of Taurus Banking & Financial Services Fund Regular-Growth?
- 3 Years CAGR: 8.98%
- 5 Years CAGR: 7.64%
- Since Inception: 12.25%
What is the portfolio composition of Taurus Banking & Financial Services Fund Regular-Growth?
Equity: 98.82%, Others: 1.18%.
Who manages Taurus Banking & Financial Services Fund Regular-Growth?
Taurus Banking & Financial Services Fund Regular-Growth is managed by Anuj Kapil from Taurus Mutual Fund.
What is the market-cap allocation of Taurus Banking & Financial Services Fund Regular-Growth?
Large Cap: 76.92%, Mid Cap: 5.54%, Small Cap: 17.54%.
Which are the top companies Taurus Banking & Financial Services Fund Regular-Growth has invested in?
- ICICI Bank Ltd – 22.22% of the fund's portfolio
- HDFC Bank Ltd – 22.10% of the fund's portfolio
- HDFC Bank Ltd – 19.51% of the fund's portfolio
- ICICI Bank Ltd – 19.32% of the fund's portfolio
- HDFC Bank Ltd – 19.38% of the fund's portfolio
Which are the major sectors Taurus Banking & Financial Services Fund Regular-Growth focuses on?
- Financial – 375.79% of the fund's portfolio
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