Compare Taurus Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Taurus Banking & Financial Services Fund
EquitySectoral-Banking & Financial Services
Sundaram Financial Services Opportunities Fund
EquitySectoral-Banking & Financial Services
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.53
2.22
NAV
₹54.25
₹108.18
Fund Started
02 May 2012
17 Apr 2008
Fund Size
₹10.44 Cr
₹1614.20 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.5% if redeemed within 30 days
1 Year
-1.54%
1.72%
3 Year
9.36%
10.85%
5 Year
8.04%
11.48%
Equity
96.52%
97.58%
Cash
3.48%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 16.80% |
HDFC Bank Ltd. | 13.67% |
Kotak Mahindra Bank Ltd. | 8.51% |
State Bank of India | 8.26% |
Axis Bank Ltd. | 8.15% |
DAM Capital Advisors Ltd. | 4.44% |
Bajaj Finance Ltd. | 4.13% |
General Insurance Corporation of India | 3.42% |
Bajaj Holdings & Investment Ltd. | 3.10% |
Power Finance Corporation Ltd. | 3.10% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 11.11% |
Axis Bank Ltd. | 10.11% |
HDFC Bank Ltd. | 8.40% |
State Bank of India | 7.89% |
Kotak Mahindra Bank Ltd. | 5.87% |
Bajaj Finserv Ltd. | 4.73% |
DCB Bank Ltd. | 4.54% |
PNB Housing Finance Ltd. | 4.38% |
Shriram Finance Ltd | 4.09% |
Bank Of Baroda | 3.83% |
Name
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Start Date
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Description
The scheme seeks 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.
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Launch Date
02 May 2012
17 Apr 2008
