FundLens
9
Banking & FinancialAvoid

Taurus BankIng & FIn Services

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

Data updated

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
-3.1%
-4.6% vs index
3 Years
7.1%
-0.4% vs index
5 Years
8.7%
-0.2% vs index
Since launch
11.1%

Year-by-year performance

last entry = YTD
2021
+12.2%
2022
+18.7%
2023
+16.9%
2024
+9.4%
2025
+11.9%
2026
-5.1%

Why this score

Taurus BankIng & FIn Services scores 9/100 — #31 of 31 Banking & Financial fund (Avoid). The main drag is its 3y return (better than only 3% of peers).

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

3Y return7.13% · 3rd percentile in category
5Y return8.72% · 4th percentile in category
Sharpe ratio0.04 · 2nd percentile in category
Expense ratio1.84% · 5th percentile in category
Fund size11.04 Cr · 2nd percentile in category
Alpha-1.90 · 2nd percentile in category

Top holdings

top 5 = 55.6% of portfolio
1.ICICI Bank Ltd17.94%
2.HDFC Bank Ltd12.91%
3.State Bank of India8.62%
4.Axis Bank Ltd8.07%
5.Kotak Mahindra Bank Ltd8.05%

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

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