Taurus Banking & Financial Services Fund Direct-Growth
Equity: Sectoral-Banking - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Sectoral-BankingBenchmark: BSE Bankex Total Return Index
NAV: ₹59.21-0.05%
24 Jul 2026
Similar Funds
Side-by-side comparison of Taurus Banking & Financial Services Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -3.22% | 2.68% | 37 / 39 |
| 3Y Return | +8.07% | 12.42% | 16 / 20 |
| 5Y Return | +10.90% | 12.93% | 11 / 14 |
| 10Y Return | +12.71% | 13.47% | 8 / 11 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Sectoral-Banking
Top funds by AUM in the Equity: Sectoral-Banking category — see how Taurus Banking & Financial Services Fund Direct-Growth compares on size and returns.
Frequently Asked Questions
Which funds are similar to Taurus Banking & Financial Services Fund Direct-Growth?
Funds similar to Taurus Banking & Financial Services Fund Direct-Growth in the Equity: Sectoral-Banking category include ICICI Prudential Banking and Financial Services Direct Plan-Growth, SBI Banking & Financial Services Fund Direct-Growth, and Nippon India Banking & Financial Services Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Taurus Banking & Financial Services Fund Direct-Growth in its category?
On a 3-year return basis Taurus Banking & Financial Services Fund Direct-Growth is ranked 16 out of 20 funds in the Equity: Sectoral-Banking category as of 23 Jul 2026. On a 5-year return basis it ranks 11 out of 14. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Taurus Banking & Financial Services Fund Direct-Growth's expense ratio compare to similar funds?
Taurus Banking & Financial Services Fund Direct-Growth has an expense ratio of 1.81%. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an expense ratio of 1.21% and SBI Banking & Financial Services Fund Direct-Growth has 1.16%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Taurus Banking & Financial Services Fund Direct-Growth's AUM compare to similar funds?
Taurus Banking & Financial Services Fund Direct-Growth has an AUM of ₹11.69 crore. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an AUM of ₹11,034.2 crore and SBI Banking & Financial Services Fund Direct-Growth has ₹10,844.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Sectoral-Banking?
The top performing fund in the Equity: Sectoral-Banking category on a 3-year basis is Quant BFSI Fund Direct-Growth with a CAGR of 26.90% as of 23 Jul 2026. Taurus Banking & Financial Services Fund Direct-Growth has delivered 8.07% CAGR over the same period, ranking 16 out of 20 funds. You can view and compare the full category ranking on sharpely.
How does Taurus Banking & Financial Services Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Taurus Banking & Financial Services Fund Direct-Growth has a Sharpe ratio of 0.33 compared to the Equity: Sectoral-Banking average of 0.53 as of 23 Jul 2026. It ranks 16 out of 20 funds in its category on Sharpe ratio.