AnandRathi

Taurus Banking & Financial Services Fund Growth

Last Updated NAV Date: 30 Sep 2026

3 Year Returns

6.17%

NAV (₹)

50.5600

1 Day NAV Change

0.50%

Taurus Banking & Financial Services Fund Growth is a scheme from Taurus Mutual Fund AMC, launched on 22 May 2012 and currently managing ₹ 11.04 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹500 and a lump sum of ₹500. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

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Taurus Banking & Financial Services Fund Growth Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 500
AUM₹ 11.04 Cr
Expense Ratio2.54%
Lock-in PeriodNo Lock-in Period
Inception Date22 May 2012
Fund Age14 Yrs

Exit Load

1% - If exited on or before 365 days. Nil - If exited after 365 days.

Fund’s Investment Objective

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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return-5.21%
3 Month Return-5.93%
6 Month Return5.80%
1 Year Return-4.60%
3 Year Return6.17%
5 Year Return7.54%

Asset Allocation

AUM

₹11.04 Cr

Cash Holdings

0%

Equity

98.82%

Cash

0%

Debt

0%

Other

1.18%

Taurus Banking & Financial Services Fund Growth Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
Banks
59.39%₹ 6.558
Finance
28.40%₹ 3.137
Insurance
5.37%₹ 0.593
Financial Services
3.52%₹ 0.389
Stock/ Commodity Brokers
2.68%₹ 0.296
E-Commerce/App based Aggregator
0.64%₹ 0.071

Taurus Banking & Financial Services Fund Growth Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
ICICI Bank
17.94%₹ 1.981Banks
HDFC Bank
12.91%₹ 1.426Banks
SBI
8.62%₹ 0.952Banks
Axis Bank
8.07%₹ 0.891Banks
Kotak Mah. Bank
8.05%₹ 0.89Banks
Bajaj Finance
4.33%₹ 0.478Finance
Dam Capital Advi
4.02%₹ 0.444Finance
General Insuranc
3.46%₹ 0.382Insurance
Power Fin.Corpn.
3.11%₹ 0.343Finance
Bajaj Holdings
3.10%₹ 0.342Finance

Fund Manager Details

He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd as AVP - Risk & Operations, FCH Centrum Wealth Managers Ltd. as Manager Risk and in Priviwealth Pvt Ltd. as Head of Research. MBA/ PGDM

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Taurus Mutual Fund

Funds Managed

8

Assets Managed

₹ 1,009.17 Cr

Contact Details

Registered Address

3rd Floor, 301-304, ChandravillasPremises Society Ltd,Caves Road, Andheri-East, Mumbai-93.

Managing Director

R. K. Gupta

Chief Executive Officer

Prashant Soni

Compliance Officer

Piyush Prakash

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Taurus Banking & Financial Services Fund Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Taurus Banking & Financial Services Fund Growth is ₹ 500 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Taurus Banking & Financial Services Fund Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Taurus Banking & Financial Services Fund Growth over the past three years is 6.17%.
The current NAV of Taurus Banking & Financial Services Fund Growth is 50.5600.
The Expense ratio of Taurus Banking & Financial Services Fund Growth is 2.54%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Taurus Banking & Financial Services Fund Growth fund is ₹ 11.04 Cr. It represents the total assets held and managed by the fund.
The exit load for Taurus Banking & Financial Services Fund Growth is 1% - If exited on or before 365 days. Nil - If exited after 365 days..
The fund managers of the Taurus Banking & Financial Services Fund Growth are Anuj Kapil. However, with management's discretion, the fund manager could also change during the tenure.
Taurus Banking & Financial Services Fund Growth was launched on 22 May 2012. Since then, the fund has formed an NAV (Net Asset Value) of 50.5600.

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