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Jama - Taurus Banking & Financial Services Fund


Taurus Banking & Financial Services Fund

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Equity-Sectoral-Banking
NAV : 45.98
(-0.6799999999999997
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)
AUM : ₹0 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.68%-0.48%12.37%18.41%9.75%24.56%15.48%



NAV History



Expense Ratio Trends


Fund Details

Our overcall call has been inspired by the revival of the demand in the areas of specific focus by Government. We have added few more NBFC's to take advantage of this. We have maintained a positive bias on Private Banks given their resilience to generate profitability in stressed times. In PSU banks the exposure has been restricted to larger players with relatively improving asset quality outlook and faster prospects of stabilisation.
NAV45.98
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio167.0%
Exit Load : 1% if exited on or before 180 days Nil if exited after 180 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,003₹1,05,803₹199
After 1 year₹1,18,414₹1,17,493₹921
After 3 years₹1,93,251₹1,88,746₹4,504
After 20 years₹80,81,210₹69,05,455₹11,75,754

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


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Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 24.56% Past 3 yr Data




Fund 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 Manager:
Hardik Shah