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Taurus Banking & Financial Services Fund

हिंदी में: टॉरस बैंकिंग एंड फाइनेंशियल सर्विसेज फंड
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Fund Name NAV Date NAV Rupee Change Percent Change
Taurus Banking & Financial Services Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 01/Jun/2023 35.88
-0.2400
-0.6645%
Taurus Banking & Financial Services Fund - Regular Plan - Growth 01/Jun/2023 40.08
-0.2700
-0.6691%
Taurus Banking & Financial Services Fund - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option 01/Jun/2023 43.57
-0.2900
-0.6612%
Taurus Banking & Financial Services Fund - Direct Plan - Growth 01/Jun/2023 44.07
-0.3000
-0.6761%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Taurus Banking & Financial Services Fund Analysis

Bmsmoney Banking and Financial Fund Category Rank: 6

Taurus Banking & Financial Services Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
2.38
3.32
No
No
Yes
14/15 2.16 / 5.07
1M Rolling Return %
2.66
2.25
Yes
Yes
No
2/15 1.69 / 3.32
3M Return %
9.36
9.39
No
No
No
10/15 7.98 / 11.18
3M Rolling Return %
5.58
4.60
Yes
Yes
No
2/15 3.50 / 5.68
6M Return %
1.42
2.14
No
No
No
11/15 -0.38 / 4.19
6M Rolling Return %
5.15
3.78
Yes
Yes
No
3/15 1.72 / 5.31
1Y Return %
23.97
21.71
Yes
No
No
5/15 16.43 / 26.72
1Y Rolling Return %
11.49
10.94
Yes
No
No
4/12 7.54 / 17.79
3Y Return %
24.28
25.35
No
No
No
6/12 21.96 / 33.77
3Y Rolling Return %
11.35
10.33
Yes
No
No
4/12 6.93 / 13.10
5Y Return %
11.59
9.81
Yes
Yes
No
2/11 6.34 / 12.09
Standard Deviation
23.21
23.72
Yes
No
No
5/12 22.12 / 26.05
Semi Deviation
14.54
14.65
Yes
No
No
7/12 13.76 / 15.93
Max Drawdown
-17.33
-16.48
No
No
No
8/12 -18.28 / -12.63
VaR 1 Y
-25.23
-23.89
No
No
Yes
10/12 -25.75 / -21.96
Average Drawdown
-7.21
-6.77
No
No
Yes
10/12 -8.52 / -5.68
Sharpe Ratio
0.74
0.78
No
No
Yes
9/12 0.62 / 1.00
Sterling Ratio
0.94
1.03
No
No
No
8/12 0.85 / 1.51
Sortino Ratio
0.48
0.51
No
No
Yes
9/12 0.39 / 0.63
Jensen Alpha
-0.85
1.38
No
No
Yes
10/12 -2.37 / 5.61
Treynor Ratio
0.20
0.20
No
No
No
4/12 0.16 / 0.28
Modigliani Square measure
29.21
28.49
Yes
No
No
4/12 23.89 / 35.77
Active Return
-0.05
-0.01
No
No
Yes
12/12 -0.05 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 1, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Taurus Banking & Financial Services Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Taurus Banking & Financial Services Fund

Top Performing Funds in Banking and Financial Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Nippon India Banking & Financial Services Fund

 		3 The Nippon India Banking & Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Banking & Financial Services Fund performance snapshot section. 25.03% 33.77% -12.63% -25.69% 1.00 0.63 0.41

Sundaram Financial Services Fund

 		1 The Sundaram Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Sundaram Financial Services Fund performance snapshot section. 24.96% 26.83% -15.58% -21.98% 0.85 0.57 0.42

Lic Mf Banking And Financial Services Fund

 		2 The Lic Mf Banking And Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Lic Mf Banking And Financial Services Fund performance snapshot section. 26.72% 23.47% -15.28% -23.76% 0.76 0.51 0.41

Taurus Banking & Financial Services Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
2.42
3.42
No
No
Yes
14/15 2.34 / 5.14
1M Rolling Return %
2.73
2.36
Yes
Yes
No
3/15 1.76 / 3.46
3M Return %
9.57
9.73
No
No
No
10/15 8.24 / 11.44
3M Rolling Return %
5.83
4.93
Yes
Yes
No
3/15 3.81 / 6.12
6M Return %
1.80
2.79
No
No
No
11/15 0.66 / 4.74
6M Rolling Return %
5.54
4.45
Yes
Yes
No
4/15 2.30 / 6.21
1Y Return %
24.95
23.25
Yes
No
No
6/15 17.99 / 28.59
1Y Rolling Return %
12.34
12.19
Yes
No
No
5/12 8.60 / 18.81
3Y Return %
25.25
26.73
No
No
No
6/12 23.14 / 34.80
3Y Rolling Return %
12.21
11.50
Yes
No
No
5/12 8.04 / 14.33
5Y Return %
12.47
10.99
Yes
No
No
4/11 7.46 / 13.37
Standard Deviation
23.21
23.72
Yes
No
No
5/12 22.12 / 26.05
Semi Deviation
14.54
14.65
Yes
No
No
7/12 13.76 / 15.93
Max Drawdown
-17.33
-16.48
No
No
No
8/12 -18.28 / -12.63
VaR 1 Y
-25.23
-23.89
No
No
Yes
10/12 -25.75 / -21.96
Average Drawdown
-7.21
-6.77
No
No
Yes
10/12 -8.52 / -5.68
Sharpe Ratio
0.74
0.78
No
No
Yes
9/12 0.62 / 1.00
Sterling Ratio
0.94
1.03
No
No
No
8/12 0.85 / 1.51
Sortino Ratio
0.48
0.51
No
No
Yes
9/12 0.39 / 0.63
Jensen Alpha
-0.85
1.38
No
No
Yes
10/12 -2.37 / 5.61
Treynor Ratio
0.20
0.20
No
No
No
4/12 0.16 / 0.28
Modigliani Square measure
29.21
28.49
Yes
No
No
4/12 23.89 / 35.77
Active Return
-0.05
-0.01
No
No
Yes
12/12 -0.05 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 1, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Taurus Banking & Financial Services Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 2.38% 2.42%
1M Rolling Return % 2.66% 2.73%
3M Return % 9.36% 9.57%
3M Rolling Return % 5.58% 5.83%
6M Return % 1.42% 1.80%
6M Rolling Return % 5.15% 5.54%
1Y Return % 23.97% 24.95%
1Y Rolling Return % 11.49% 12.34%
3Y Return % 24.28% 25.25%
3Y Rolling Return % 11.35% 12.21%
5Y Return % 11.59% 12.47%
Standard Deviation 23.21% 23.21%
Semi Deviation 14.54% 14.54%
Max Drawdown -17.33% -17.33%
VaR 1 Y -25.23% -25.23%
Average Drawdown -7.21% -7.21%
Sharpe Ratio 0.74% 0.74%
Sterling Ratio 0.94% 0.94%
Sortino Ratio 0.48% 0.48%
Jensen Alpha -0.85% -0.85%
Treynor Ratio 0.20% 0.20%
Modigliani Square measure 29.21% 29.21%
Active Return -0.05% -0.05%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Taurus Banking & Financial Services Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period 		Max. Possible Return
in Investment Period		 Expected Return
in Investment Period		 Loss Probability
in Investment Period
10 Year 6.33% 31.40% 16.09% 0.00%
One Year -56.89% 169.20% 17.33% 24.17%
Three Year -8.83% 65.38% 16.31% 6.98%
Five Year -1.90% 56.35% 16.72% 0.58%
Seven Year 2.66% 40.53% 15.71% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Methodology

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Banking and Financial Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Tata Banking & Financial Services Fund

0.22
1
2.36
1
3.95
3
9.78
4
3.49
3
26.50
2
23.11
10
10.97
4

Lic Mf Banking And Financial Services Fund

0.14
2
0.50
15
3.91
4
8.73
12
2.34
8
26.72
1
23.47
7
8.51
10

Nippon India Banking & Financial Services Fund

-0.03
3
1.48
3
5.07
1
10.88
2
4.19
1
25.03
3
33.77
1
9.82
6

Hdfc Banking & Financial Services Fund

-0.07
4
1.18
6
3.08
9
9.39
9
3.00
4
23.87
6

Sundaram Financial Services Fund

-0.07
5
1.14
8
3.46
7
10.30
3
3.84
2
24.96
4
26.83
4
12.09
1

Sbi Banking & Financial Services Fund

-0.08
6
1.45
4
2.77
11
9.48
6
0.98
12
16.63
14
23.21
8
11.29
3

Aditya Birla Sun Life Banking And Financial Services Fund

-0.12
7
1.56
2
4.45
2
11.18
1
2.97
5
21.87
7
28.60
2
8.95
8

Iti Banking And Financial Services Fund

-0.18
8
1.03
10
2.16
15
8.11
14
-0.38
15
16.43
15

Icici Prudential Banking & Financial Services Fund

-0.19
9
1.10
9
3.80
5
9.42
8
2.59
6
18.93
12
27.79
3
9.48
7

Invesco India Financial Services Fund

-0.22
10
1.15
7
3.51
6
9.62
5
2.53
7
21.10
9
23.15
9
10.13
5

Uti Banking And Financial Services Fund

-0.26
11
0.80
12
3.04
10
8.20
13
0.89
13
20.61
10
25.92
5
6.34
11

Mirae Asset Banking And Financial Services Fund

-0.28
12
1.02
11
3.19
8
9.42
7
2.34
9
21.83
8

Baroda Bnp Paribas Banking & Financial Services Fund

-0.30
13
1.19
5
2.40
13
7.98
15
0.34
14
18.06
13
22.15
11
8.69
9

Idbi Banking & Financial Services Fund

-0.41
14
0.69
14
2.67
12
9.02
11
1.60
10
19.15
11
21.96
12

Taurus Banking & Financial Services Fund

-0.67
15
0.70
13
2.38
14
9.36
10
1.42
11
23.97
5
24.28
6
11.59
2
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Tata Banking & Financial Services Fund
0.22
1
2.38
1
4.08
3
10.20
4
4.31
3
28.59
1
25.08
7
12.75
2

Lic Mf Banking And Financial Services Fund
0.14
2
0.52
15
4.00
4
9.16
12
3.03
8
28.30
2
25.00
8
9.77
9

Nippon India Banking & Financial Services Fund
-0.03
3
1.50
3
5.14
1
11.08
2
4.60
2
26.10
4
34.80
1
10.64
6

Sundaram Financial Services Fund
-0.06
4
1.16
8
3.57
7
10.73
3
4.74
1
26.95
3
28.68
4
13.37
1

Hdfc Banking & Financial Services Fund
-0.06
5
1.21
6
3.20
9
9.81
7
3.84
4
25.84
5

Sbi Banking & Financial Services Fund
-0.08
6
1.48
4
2.87
11
9.80
8
1.57
12
17.99
15
24.68
10
12.61
3

Aditya Birla Sun Life Banking And Financial Services Fund
-0.11
7
1.57
2
4.51
2
11.44
1
3.48
5
23.06
8
29.91
2
10.07
8

Iti Banking And Financial Services Fund
-0.17
8
1.06
10
2.34
15
8.68
13
0.66
15
18.99
14

Icici Prudential Banking & Financial Services Fund
-0.19
9
1.11
9
3.88
5
9.64
9
3.03
9
19.95
12
28.89
3
10.48
7

Invesco India Financial Services Fund
-0.21
10
1.18
7
3.63
6
10.01
5
3.25
6
22.78
9
24.80
9
11.64
5

Uti Banking And Financial Services Fund
-0.25
11
0.82
12
3.12
10
8.47
14
1.44
13
21.97
10
27.30
5
7.46
11

Mirae Asset Banking And Financial Services Fund
-0.26
12
1.05
11
3.33
8
9.87
6
3.15
7
23.75
7

Baroda Bnp Paribas Banking & Financial Services Fund
-0.30
13
1.21
5
2.48
13
8.24
15
0.82
14
19.20
13
23.24
11
9.58
10

Idbi Banking & Financial Services Fund
-0.45
14
0.71
14
2.70
12
9.25
11
2.10
10
20.29
11
23.14
12

Taurus Banking & Financial Services Fund
-0.68
15
0.73
13
2.42
14
9.57
10
1.80
11
24.95
6
25.25
6
12.47
4
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

2.04
12
4.19
10
3.02
11
9.70
9
10.34
7

Icici Prudential Banking & Financial Services Fund

2.37
4
4.18
11
3.69
8
10.69
6
10.58
6

Idbi Banking & Financial Services Fund

1.69
15
3.59
14
2.75
13
7.54
12
8.81
10

Invesco India Financial Services Fund

2.28
6
4.81
6
3.55
9
9.97
8
11.54
3

Nippon India Banking Fund

2.15
8
5.04
5
4.63
5
17.79
1
10.23
8

Sbi Banking & Financial Services Fund

1.76
14
3.50
15
1.72
15
8.75
10
12.37
2

Sundaram Financial Services Opportunities Fund

2.36
5
5.68
1
5.28
2
12.51
3
13.10
1

Tata Banking & Financial Services Fund

3.32
1
5.40
3
4.96
4
11.32
5
11.13
5

Uti Banking And Financial Services Fund

2.07
11
4.51
9
3.04
10
10.57
7
6.93
12

Taurus Banking & Financial Services Fund

2.66
2
5.58
2
5.15
3
11.49
4
11.35
4

Lic Mf Banking And Financial Services Fund

2.02
13
4.60
8
4.49
6
12.61
2
8.71
11

Mirae Asset Banking And Financial Services Fund

2.22
7
4.77
7
3.99
7

Hdfc Banking & Financial Services Fund

2.62
3
5.28
4
5.31
1

Iti Banking And Financial Services Fund

2.12
10
4.07
12
2.75
12

Baroda Bnp Paribas Banking & Financial Services Fund

2.14
9
3.81
13
2.42
14
8.37
11
8.87
9
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

2.12
12
4.44
11
3.52
12
10.79
9
11.49
7

Icici Prudential Banking & Financial Services Fund

2.44
5
4.40
12
4.14
9
11.64
7
11.57
6

Idbi Banking & Financial Services Fund

1.76
15
3.82
14
3.33
13
8.60
12
10.06
9

Invesco India Financial Services Fund

2.40
6
5.19
6
4.28
8
11.49
8
13.01
3

Nippon India Banking Fund

2.24
9
5.26
5
5.07
6
18.81
1
11.03
8

Sbi Banking & Financial Services Fund

1.85
14
3.81
15
2.30
15
10.03
10
13.71
2

Sundaram Financial Services Opportunities Fund

2.49
4
6.12
1
6.21
1
14.17
2
14.33
1

Tata Banking & Financial Services Fund

3.46
1
5.83
2
5.82
3
13.19
4
12.92
4

Uti Banking And Financial Services Fund

2.17
11
4.81
9
3.62
11
11.85
6
8.04
12

Taurus Banking & Financial Services Fund

2.73
3
5.83
3
5.54
4
12.34
5
12.21
5

Lic Mf Banking And Financial Services Fund

2.11
13
4.87
8
5.08
5
13.97
3
9.93
10

Mirae Asset Banking And Financial Services Fund

2.35
7
5.18
7
4.80
7

Hdfc Banking & Financial Services Fund

2.77
2
5.70
4
6.17
2

Iti Banking And Financial Services Fund

2.31
8
4.67
10
3.89
10

Baroda Bnp Paribas Banking & Financial Services Fund

2.22
10
4.06
13
2.92
14
9.35
11
9.73
11
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

-24.66
8
-18.05
10
-8.52
12
26.05
12
15.92
11

Icici Prudential Banking & Financial Services Fund

-24.03
7
-15.10
2
-7.02
9
23.92
9
14.74
8

Idbi Banking & Financial Services Fund

-22.44
3
-18.14
11
-6.68
7
23.35
6
14.16
4

Invesco India Financial Services Fund

-23.19
5
-18.28
12
-6.30
5
22.15
2
13.96
2

Nippon India Banking & Financial Services Fund

-25.69
11
-12.63
1
-6.16
3
25.42
11
15.93
12

Sbi Banking & Financial Services Fund

-21.96
1
-16.09
5
-6.41
6
23.04
4
14.28
5

Sundaram Financial Services Fund

-21.98
2
-15.58
4
-6.28
4
23.62
8
14.33
6

Tata Banking & Financial Services Fund

-22.91
4
-18.02
9
-5.76
2
22.12
1
13.76
1

Uti Banking And Financial Services Fund

-25.07
9
-17.03
7
-6.99
8
25.16
10
15.39
10

Taurus Banking & Financial Services Fund

-25.23
10
-17.33
8
-7.21
10
23.21
5
14.54
7

Lic Mf Banking And Financial Services Fund

-23.76
6
-15.28
3
-5.68
1
23.03
3
13.96
3

Baroda Bnp Paribas Banking & Financial Services Fund

-25.75
12
-16.19
6
-8.26
11
23.57
7
14.88
9
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Banking And Financial Services Fund

0.78
5
0.52
5
1.03
5
0.43
1.19
7 1.02 1
0.95
6
0.20
5
27.56
9
0.02
3

Icici Prudential Banking & Financial Services Fund

0.88
2
0.57
2
1.18
2
0.41
4.79
2 0.91 7
0.90
12
0.23
2
30.69
2
0.03
2

Idbi Banking & Financial Services Fund

0.67
11
0.45
11
0.85
12
0.41
-1.49
11 0.93 4
0.98
1
0.17
11
25.29
11
-0.03
10

Invesco India Financial Services Fund

0.77
6
0.49
8
0.90
9
0.38
1.83
4 0.87 11
0.95
7
0.20
7
28.47
5
-0.02
7

Nippon India Banking & Financial Services Fund

1.00
1
0.63
1
1.51
1
0.41
5.61
1 0.92 6
0.92
11
0.28
1
35.77
1
0.03
1

Sbi Banking & Financial Services Fund

0.73
10
0.47
10
0.97
7
0.41
0.76
9 0.90 9
0.94
10
0.19
10
27.10
10
-0.02
8

Sundaram Financial Services Fund

0.85
3
0.57
3
1.12
3
0.42
3.10
3 0.94 3
0.98
2
0.21
3
30.04
3
0.02
4

Tata Banking & Financial Services Fund

0.76
8
0.49
7
0.89
10
0.38
1.33
6 0.87 10
0.96
5
0.19
9
28.00
6
-0.02
9

Uti Banking And Financial Services Fund

0.79
4
0.52
4
1.05
4
0.42
1.18
8 1.00 2
0.97
3
0.20
6
27.91
8
0.01
5

Taurus Banking & Financial Services Fund

0.74
9
0.48
9
0.94
8
0.41
-0.85
10 0.86 12
0.97
4
0.20
4
29.21
4
-0.05
12

Lic Mf Banking And Financial Services Fund

0.76
7
0.51
6
1.03
6
0.41
1.43
5 0.90 8
0.95
9
0.19
8
27.92
7
-0.01
6

Baroda Bnp Paribas Banking & Financial Services Fund

0.62
12
0.39
12
0.87
11
0.42
-2.37
12 0.92 5
0.95
8
0.16
12
23.89
12
-0.04
11

Taurus Banking & Financial Services Fund Additional Return Analysis

Taurus Banking & Financial Services Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 993.31 1007.04 1023.75 1093.59 1014.17 1239.72 1919.54 1730.57
Direct Plan Value of 1000 Rupee 993.24 1007.31 1024.17 1095.72 1018.02 1249.50 1964.78 1799.51
Fund Information
Fund Launch Date: 02/May/2012
Fund Category: Banking and Financial Fund
Investment Objective: The primary objective of the Scheme is 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 a part of the BFSI Sector.
Fund Description: An open ended equity scheme investing in stocks belonging to Banking & Financial Services (BFSI) sector.)
Fund Benchmark: S&P BSE Bankex Total Return Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.


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