Taurus Banking & Financial Services Fund - Direct Plan - Growth
Taurus Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
10 cr
CAGR (full)
11.2%
Sharpe (full)
0.38
Sharpe (bull ≤Sep-24)
1.62
Sharpe (sideways Oct-24→)
-0.17
Max drawdown
-34.8%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
8.6%
-12.5%
0.22
12
FY23
10.5%
7.3%
0.30
12
FY24
27.4%
-18.9%
1.58
12
FY25
8.8%
1.8%
0.24
12
FY26
-3.9%
-2.7%
-0.52
12
FY27*
11.0%
-7.3%
1.19
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-10.6
-2.5
+8.1
-0.9
-6.1
-12.7
-11.0
+7.8
+16.8
-2.0
+2.0
-14.1
2014
-10.1
+4.1
+18.1
+0.6
+14.7
+4.0
-0.4
+2.7
-2.3
+10.3
+8.6
+1.2
+60.6
2015
+2.5
-3.6
-4.7
-0.2
+1.1
-2.2
+3.0
-8.4
+0.2
-0.4
+0.3
-2.8
-14.6
2016
-8.4
-9.6
+15.5
+4.3
+5.1
+2.4
+5.4
+4.5
-3.2
+1.5
-5.2
-3.3
+6.5
2017
+7.1
+5.0
+5.1
+4.8
+4.5
-0.5
+6.6
-2.3
-1.4
+3.2
+0.8
+1.2
+39.4
2018
+4.4
-6.9
-1.6
+7.4
+2.2
-2.2
+5.0
+1.6
-11.3
+1.1
+5.4
+1.6
+5.2
2019
-0.2
-2.3
+12.7
-1.2
+5.9
+0.6
-6.1
-2.9
+8.4
+2.7
+5.0
+2.3
+26.1
2020
-1.9
-4.4
-30.4
+10.3
-8.0
+9.6
+1.8
+6.2
-7.2
+9.4
+21.3
+5.8
+2.3
2021
-3.9
+11.5
-3.3
-0.9
+7.2
-2.3
+0.6
+6.4
+2.5
+4.3
-7.2
-1.6
+12.2
2022
+4.3
-4.3
+0.4
-0.3
-2.9
-6.2
+12.3
+5.3
-1.8
+5.9
+6.4
-0.4
+18.7
2023
-4.8
-2.0
+0.0
+6.7
+3.3
+2.4
+3.1
-3.6
+3.0
-3.7
+4.5
+7.6
+16.9
2024
-0.4
+0.7
+1.5
+5.6
-2.1
+5.5
+1.0
-0.8
+2.3
-2.3
+0.7
-2.5
+9.4
2025
-3.0
-3.7
+8.4
+5.1
+2.6
+2.5
-2.4
-3.7
+2.2
+3.9
+1.5
-1.5
+11.9
2026
-1.7
+1.5
-12.8
+10.0
-1.8
+4.3
-0.3
-1.1
-3.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard