+
13.23
%
13.23
%
3Y annualised
+
0.02
%
0.02
%
1D
1M
6M
1Y
3Y
All
Fund size
10
NAV:
Mar 7, 2024
47.35
Sector
Tech
Type
Equity
Launched
May 2012
Min Investment
500
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
HDFC Bank Ltd
17.68
%
ICICI Bank Ltd
17.34
%
State Bank of India
12.17
%
Axis Bank Ltd
9.6
%
Bank of India
9.43
%
Kotak Mahindra Bank Ltd
6.49
%
IndusInd Bank Ltd
3.81
%
Bajaj Holdings and Investment Ltd
3.09
%
Union Bank of India
2.84
%
The Federal Bank Ltd
2.32
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 7.0 Days, 0.0 % if redeemed after 7.0 Days.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

fund_logo
Taurus Banking & Financial Services Fund Growth Option
More details

Investment objective

The primary objective of the Scheme is 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 a part of the BFSI Sector.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
0
0
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
60,00,000
2
Yrs
Total returns will be
60,00,000
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