FundLens
13
Banking & FinancialAvoid

Taurus BankIng & FIn Services

Taurus · Direct–Growth · rank #29 of 31 by Smart Score

Data updated

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
2.2%
-4.6% vs index
3 Years
9.3%
-0.1% vs index
5 Years
9.6%
-0.2% vs index
Since launch
11.2%

Year-by-year performance

last entry = YTD
2021
+12.2%
2022
+18.7%
2023
+16.9%
2024
+9.4%
2025
+11.9%
2026
-3.8%

Why this score

Taurus BankIng & FIn Services scores 13/100 — #29 of 31 Banking & Financial fund (Avoid). The main drag is its 5y return (better than only 4% of peers).

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

5Y return9.58% · 4th percentile in category
3Y return9.25% · 8th percentile in category
Sharpe ratio0.17 · 10th percentile in category
Expense ratio1.84% · 5th percentile in category
Fund size11.39 Cr · 5th percentile in category
Alpha-1.49 · 6th percentile in category

Top holdings

top 5 = 53.3% of portfolio
1.ICICI Bank Ltd17.22%
2.HDFC Bank Ltd13.21%
3.State Bank of India8.1%
4.Axis Bank Ltd7.5%
5.Kotak Mahindra Bank Ltd7.29%

27 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Banking & Financial funds