Taurus Banking & Financial Services Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.5%
Sharpe Ratio0.26
Beta0.99
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services21.06%
ICICI Bank LtdFinancial Services20.85%
Axis Bank LtdFinancial Services11.05%
State Bank of IndiaFinancial Services11.03%
Kotak Mahindra Bank LtdFinancial Services8.30%
Bajaj Holdings and Investment LtdFinancial Services3.51%
CreditAccess Grameen Ltd Ordinary SharesFinancial Services3.30%
Shriram Finance LtdFinancial Services3.21%
Union Bank of IndiaFinancial Services2.92%
Bank of BarodaFinancial Services2.16%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.43%
Exit Load0.5
Regulatory & Tax Information
INF044D01BI4
ISINDailyDealing Frequency
BSE BANKEX INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)