Taurus Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Taurus Banking & Financial Services Fund - Regular Plan - Growth
₹49.94NAV on 30 Oct 2026Expense ratio 2.54%
29 Oct 2025NAV low 47.78 · high 56.22-10.6%
In plain words
Over 3 years it returned +7.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.0%.
On 3-year return it ranks 117 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹92,625 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.2% | +1.9% |
| 3 months | -6.2% | -5.1% |
| 6 months | -4.9% | -3.2% |
| 1 year | -9.9% | -10.2% |
| 3 years (yearly) | +7.0% | +7.4% |
| 5 years (yearly) | +6.4% | +6.5% |
| 10 years (yearly) | +10.8% | +11.3% |
| Since start (yearly) | +11.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,12,061 | -10.7% |
| 3 years | ₹3,60,000 | ₹3,59,183 | -0.1% |
| 5 years | ₹5,90,000 | ₹6,75,381 | +5.3% |
| 10 years | ₹11,90,000 | ₹19,39,195 | +9.4% |
Other plan of this fund: Taurus Banking & Financial Services Fund - Direct Plan - Growth