Taurus Banking & Financial Services Fund Regular-Growth
Equity, Sectoral-Banking, Principal at very high risk
1 Year Return -5.05% at 08 Jun 2026 12:50 PM
Taurus Banking & Financial Services Fund Regular-Growth: Mutual Fund Overview
Taurus Banking & Financial Services Fund Regular-Growth is an Sectoral-Banking mutual fund with over 14.05 years of performance history. The scheme manages an AUM of ₹11.42 Cr and has a NAV of ₹51.26. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -5.05%.
Fund Details
NAV 51.26
Sub-Type Sectoral-Banking
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 14.05
Fund Size(in Crores) 11.42
Fund Performance
1 Month -2.36%
3 Month -4.98%
6 Month -7.9%
1 Year -5.05%
3 Year 8.29%
5 Year 9.29%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.83%) Market Cap Large Cap 68.05 Mid Cap 7.33 Small Cap 19.45 Top Sectors Financial 87.02 Insurance 4.37 Services 3.44 Top Holding Axis Bank 7.71 Bajaj Finance 3.68 Bajaj Holdings & Invest. 2.7 Bank of Baroda 1.35 Central Depository Services (India) 1.43 DAM Capital Advisors 4.12 General Insurance Corporation of India 2.66 HDFC AMC 2.54 HDFC Bank 13.58 ICICI Bank 15.97 IEX 2.27 JIO Financial 1.93 JM Financial 2.62 Kotak Mahindra Bank 7.13 LIC Housing Fin. 2.9 Life Insurance 1.71 MCX 1.17 Power Fin. Corp. 3.89 RBL Bank 1.62 SBI Cards 0.96 State Bank of India 8.4 The Karnataka Bank 3.98 UTI Asset Mgmt 0.51
Debt & Others (5.17%) Sector Allocation Net Receivables 5.17 Debt Credit Ratings Debt Category Others 5.17
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -3.34% Ret 1Y -1.21% Ret 3Y 11.01% Ret 5Y 10.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -3.34% Ret 1Y -1.21% Ret 3Y 11.01% Ret 5Y 10.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -3.34% Ret 1Y -1.21% Ret 3Y 11.01% Ret 5Y 10.22%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -0.02% Ret 1Y -2.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -0.02% Ret 1Y -2.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -0.02% Ret 1Y -2.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -1.31% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M -1.31% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M -1.31% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -2.53% Ret 1Y -4.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -2.53% Ret 1Y -4.18% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.41%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Anuj Kapil
Education Mr. Kapil has done PGDBM and MBA
Experience Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2012-05-22
Total AUM 1009.92
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Taurus Banking & Financial Services Fund Regular-Growth FAQs
How to invest in Taurus Banking & Financial Services Fund Regular-Growth?
Investing in Taurus Banking & Financial Services Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Taurus Banking & Financial Services Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Taurus Banking & Financial Services Fund Regular-Growth?
The term expense ratio for Taurus Banking & Financial Services Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Taurus Banking & Financial Services Fund Regular-Growth is 2.41% as of 08 Jun 2026.
What is the NAV of Taurus Banking & Financial Services Fund Regular-Growth?
The NAV of Taurus Banking & Financial Services Fund Regular-Growth is ₹51.26 as of 08 Jun 2026.
What is the AUM of Taurus Banking & Financial Services Fund Regular-Growth?
The AUM (Assets Under Management) of Taurus Banking & Financial Services Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Taurus Banking & Financial Services Fund Regular-Growth is ₹11.42 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Taurus Banking & Financial Services Fund Regular-Growth?
The PE ratio of Taurus Banking & Financial Services Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Taurus Banking & Financial Services Fund Regular-Growth?
Yes, you can invest in Taurus Banking & Financial Services Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Taurus Banking & Financial Services Fund Regular-Growth in the last 5 years?
The return of Taurus Banking & Financial Services Fund Regular-Growth in the last 5 years is 9.29%.
What is the minimum SIP investment required in Taurus Banking & Financial Services Fund Regular-Growth?
The minimum SIP investment in Taurus Banking & Financial Services Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Taurus Banking & Financial Services Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Taurus Banking & Financial Services Fund Regular-Growth?
The NAV of Taurus Banking & Financial Services Fund Regular-Growth, as of 08 Jun 2026, is ₹51.26.
Who manages the Taurus Banking & Financial Services Fund Regular-Growth?
The fund managers responsible for Taurus Banking & Financial Services Fund Regular-Growth are:
- Anuj Kapil