Taurus Banking & Financial Services Fund - Direct Plan - Growth
Taurus Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.57%
AUM
₹10.64 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-33.77%
Poor
6 Months
-2.24%
Poor
1 Year
+13.50%
Average
3 Years
+11.69%
Below Average
5 Years
+13.20%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹10.64 Cr
Recent Trend
Growing
Stability Score
78.5
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+337.52%
3Y
3Y CAGR
+340.78%
5Y
5Y CAGR
+490.00%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.40%
Annualized standard deviation
Sharpe Ratio
0.726
Fair - Risk-adjusted return
Max Drawdown
-22.10%
High - Worst decline
Consistency
55.8%
Performance consistency
Volatility Breakdown
Daily Volatility
1.10%
Average daily price movement
Annualized Volatility
17.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance