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Taurus Banking & Financial Services Fund - Regular Plan - Growth is an equity scheme managed by Taurus Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 14.39%, with the bottom and top quartiles at 12.33% and 16.65% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.41% on assets of ₹11Cr. The fund is currently managed by Mr. Anuj Kapil, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 93% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI BANK LIMITED | Financial Services | 15.97% |
| HDFC BANK LIMITED | Financial Services | 13.58% |
| STATE BANK OF INDIA | Financial Services | 8.40% |
| AXIS BANK LIMITED | Financial Services | 7.71% |
| DAM Capital Advisors Limited | Financial Services | 4.12% |
| THE KARNATAKA BANK LIMITED | Financial Services | 3.98% |
| POWER FINANCE CORPORATION LTD. | Financial Services | 3.89% |
| LIC HOUSING FINANCE LIMITED | Financial Services | 2.90% |
| BAJAJ HOLDINGS AND INVESTMENT LTD. | Financial Services | 2.70% |
| GENERAL INSURANCE CORPORATION OF INDIA | Financial Services | 2.66% |
| JM FINANCIAL LIMITED | Financial Services | 2.62% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 2.54% |
| INDIAN ENERGY EXCHANGE LIMITED | Financial Services | 2.27% |
| LIFE INSURANCE CORPORATION OF INDIA | Financial Services | 1.71% |
| RBL BANK LIMITED | Financial Services | 1.62% |
| CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED | Financial Services | 1.43% |
| BANK OF BARODA | Financial Services | 1.35% |
| SBI CARDS AND PAYMENT SERVICES LIMITED | Financial Services | 0.96% |
| UTI ASSET MANAGEMENT COMPANY LTD | Financial Services | 0.51% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 19 | 94.83% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
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| 1Y | -8.52% | 6.25% | 13.27% | 21.66% | 73.76% | 90.8% |
| 3Y | 8.23% | 12.33% | 14.39% | 16.65% | 27.16% | 100.0% |
| 5Y | 8.69% | 11.15% | 14.39% | 19.38% | 22.19% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 65.9% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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