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Taurus Banking & Financial Services Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option Taurus Banking & Financial Services Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

Taurus Banking & Financial Services Fund - Portfolio Analysis

  • ₹45.21 (-0.08%)

    Current NAV 31-10-2024

  • 21.71%

    1Y Returns

  • Min. SIP ₹1500

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Apr-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 98.86%
  • Others 1.14%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 76.17
Mid Cap 14.91
Small Cap 7.78

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Services

Insurance

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (18.88) 17.82% 19.2 17.68%
ICICI Bank Ltd. Large Cap Financial (18.88) 17.69% 18.79 41.03%
State Bank of India Large Cap Financial (11.32) 12.5% 10.62 45.23%
Axis Bank Ltd. Large Cap Financial (24.43) 9.71% 28.68 29.81%
Bank of India Mid Cap Financial (11.32) 9.38% 7.29 15.18%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 5.81% 26.45 -0.13%
Indusind Bank Ltd. Large Cap Financial (18.88) 3.65% 10.15 -26.27%
Bajaj Holdings & Investment Ltd. Large Cap Financial (10.67) 2.57% 0 0%
The Federal Bank Ltd. Mid Cap Financial (18.88) 2.34% 12.13 45.32%
CreditAccess Grameen Ltd. Mid Cap Financial (7.91) 2.2% 11.93 -37.41%
Canara Bank Large Cap Financial (12.07) 2.15% 6.73 91.42%
Union Bank of India Large Cap Financial (11.32) 1.86% 5.86 15.89%
Aditya Birla Sun Life AMC Ltd. Small Cap Financial (40.44) 1.84% 26.06 81.21%
UTI Asset Management Company Ltd. Small Cap Financial (40.44) 1.65% 20.74 82.27%
Computer Age Management Services Ltd. Small Cap Services (37.2) 1.57% 52.62 101.09%
Prudent Corporate Advisory Services Ltd. Small Cap Financial (37.2) 1.37% 84.18 198.17%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1.37% 28.3 41.05%
Care Ratings Ltd. Small Cap Services (46.84) 1.35% 39.51 65.94%
SBI Life Insurance Company Ltd. Large Cap Insurance (22.4) 1.04% 0 19.34%
IDFC First Bank Ltd. Mid Cap Financial (18.88) 0.99% 21.19 -18.8%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 1.14

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.14% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Taurus Banking & Financial Services Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Taurus Banking & Financial Services Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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