Comprehensive analysis of Taurus Banking & Financial Services Fund (IDCW) (14757) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Taurus Asset Management Company Limited
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 part of the BFSI Sector.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
High Expenses
Equity Focused
Experienced Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Recent performance momentum
Historical performance consistency
Outperformance vs benchmark
Risk-adjusted returns
Fund management costs
Assets under management
This fund has outperformed its benchmark by 1.20% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 22.22% |
| HDFC Bank Ltd | Banks | 22.10% |
| State Bank of India | Banks | 11.13% |
| Axis Bank Ltd | Banks | 10.24% |
| Kotak Mahindra Bank Ltd | Banks | 8.85% |
| Power Finance Corporation Ltd | Finance | 4.95% |
| Bajaj Holdings & Investment Ltd | Finance | 3.55% |
| Net CA & Others | Debt Others | 2.79% |
| Bank of Baroda | Banks | 2.14% |
| General Insurance Corporation of India | Insurance | 1.89% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1540.61 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1383.22 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹565.29 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹542.41 | 13.18% | -7.36% | 10.35% |
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