Taurus Banking & Fin Services IDCW-R

Taurus Banking & Fin Services IDCW-R Fund Details and Key Information

Taurus Banking & Fin Services IDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹11.22 Cr

• Expense Ratio: 2.08%

• Cash Holding: 5.90%

• Plan Type: Dividend

• Benchmark: BSE BANKEX TR INR

• Launch Date: 2012-05-22

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Taurus Banking & Fin Services IDCW-R Returns and Performance

Taurus Banking & Fin Services IDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 6.08%

• 3 Months: 8.68%

• 6 Months: -2.13%

• 1 Year: -0.86%

• 3 Years: 0.30%

• 5 Years: 0.66%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Taurus Banking & Fin Services IDCW-R Risk Level and Volatility

Understanding risk is important before investing. Taurus Banking & Fin Services IDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Taurus Banking & Fin Services IDCW-R Portfolio Allocation

The asset allocation of Taurus Banking & Fin Services IDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: 94.10%

• Cash Allocation: 5.90%

This allocation plays a key role in determining the fund’s risk and return profile.

Taurus Banking & Fin Services IDCW-R Sector Allocation

Taurus Banking & Fin Services IDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Financial Services: 94.10%

Sector allocation data helps investors understand which industries the fund is focusing on.

Taurus Banking & Fin Services IDCW-R Fund House

Taurus Banking & Fin Services IDCW-R is managed by:

AMC Name: Taurus Asset Management Company Limited

A strong fund house with a proven track record can improve investor confidence.

Taurus Banking & Fin Services IDCW-R Minimum Investment

Investors can start investing in Taurus Banking & Fin Services IDCW-R with:

Minimum Investment: ₹500

This makes the fund accessible for both beginners and experienced investors.