Taurus Banking & Financial Services Fund Regular-IDCW Reinvestment
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Sectoral-Banking, Principal at very high risk
1 Year Return 8.4% at 22 Dec 2025 06:30 PM
Fund Details
NAV 48.83
Sub-Type Sectoral-Banking
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 13.59
Fund Size(in Crores) 12.17
Fund Performance
1 Month -2.11%
3 Month 1.05%
6 Month 2.26%
1 Year 8.4%
3 Year 10.94%
5 Year 13.11%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.97%) Market Cap Large Cap 15.88 Mid Cap 81.48 Small Cap 2.61 Top Sectors Financial 22.04 Services 14.47 Healthcare 12.1 Capital Goods 11.65 Chemicals 11.58 Technology 7.62 Materials 3.94 Metals & Mining 3.35 Communication 3.23 Consumer Staples 2.38 Automobile 2.34 Energy 2.33 Textiles 1.93 Consumer Discretionary 0.55 Construction 0.46 Top Holding Lupin 1.82 Suzlon Energy 3.62 Max Healthcare Institute 4.61 Bharti Hexacom 1.13 K.P.R. Mill 0.64 APL Apollo Tubes 1.82 FSN E-Commerce Ventures 2.15 SRF 3.09 Jubilant FoodWorks 1.07 Glaxosmithkline Pharma 0.7 Muthoot Finance 2.51 Indus Towers 2.1 MRF 1.62 Mazagon Dock Shipbuilders 1.79 Solar Industries India 3.36 Marico 2.09 The Federal Bank 2.41 Coromandel International 2.89 Max Financial Services 4.9 PB Fintech 2.17 JK Cement 2.15 Page Industries 1.29 HDFC AMC 2.8 BSE 5.11 Indraprastha Gas 0.61 AU Small Finance Bank 2.61 SBI Cards 2.47 UNO Minda 0.72 Biocon 0.59 Rail Vikas Nigam 0.46 Kalyan Jewellers India 0.55 Bharat Dynamics 1.22 Berger Paints India 1.02 Lloyds Metals & Energy 1.53 Godrej Industries 0.29 L&T Fin 1.3 Indian Bank 1.14 Coforge 3.92 Ipca Laboratories 0.65 Abbott India 0.84 Sundaram Finance 1.9 One97 Communications 3.55 Hitachi Energy India 2.5 UPL 2.24 Fortis Healthcare 2.89 Dalmia Bharat 0.77 Hindustan Petroleum Corporation 1.72 Dixon Technologies (India) 2.52 CRISIL 0.42 Persistent Systems 3.7
Debt & Others (0.03%) Sector Allocation Repo 0.13 Net Payables -0.1 Debt Credit Ratings Debt Category Others 0.03
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.43%
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) 57
Date of Incorporation 2012-05-22
Total AUM 2025-11-30
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
