FAQ : Taurus Banking & Financial Services Fund - Growth - Direct Plan

Taurus Banking & Financial Services Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 24.28 12.84 15.44 11.77
Average Rolling Returns(%) 16.91 14.05 13.30 13.64

The Current NAV of Taurus Banking & Financial Services Fund - Growth - Direct Plan is ₹50.66.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.

Taurus Banking & Financial Services Fund - Growth - Direct Plan fund’s expense ratio is 1.39%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Taurus Banking & Financial Services Fund - Growth - Direct Plan is currently ₹10 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 47% of its portfolio. Top 5 and 10 stocks of fund account for 66% and 85% of fund’s portfolio respectively.

Top three sectors of Taurus Banking & Financial Services Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and IT accounting for 101% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Taurus Banking & Financial Services Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Banks & Financial Service.

Hardik Shah manages the Taurus Banking & Financial Services Fund - Growth - Direct Plan Fund.

Taurus Banking & Financial Services Fund - Growth - Direct Plan current PE ratio is 17.49 and PB ratio is 2.68

The asset allocation of Taurus Banking & Financial Services Fund - Growth - Direct Plan is Stocks : 97.44%, Debt : 2.55% and Gold : 0%

The minimum SIP amount for Taurus Banking & Financial Services Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹500.00

The exit load for Taurus Banking & Financial Services Fund - Growth - Direct Plan is 0.50% on or before 7 days, Nil after 7 days

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