As on 24 Dec 2024
Taurus Banking & Financial Services Fund - Direct Plan - Growth
EquityNAV
₹ 55.38
CAGR (3 Years)
15.35%
AUM (Cr)
₹ 11.14
Risk
Very High Risk
About Taurus Banking & Financial Services Fund - Direct Plan - Growth
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 part of the BFSI Sector.
Breakdown of this Fund
Banks
162.83%
Debt Others
4.76%
Finance
16.24%
Financial Services
4.52%
Insurance
4.93%
Stock/ Commodity Brokers
4.69%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
1.71
Exit Load
1% - If exited on or before 365 days. Nil - If exited after 365 days.
Stamp Duty
0.005% (from July 1st, 2020)
Tax Implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.