Taurus Banking & Financial Services Fund - Direct Plan - Growth
code 118868 Sectoral/Thematic direct plan · growth NAVs 2013-01-03 to 2026-11-09
Growth of ₹10,000
From 2013-01-03. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 7.65% | 2026-10-09 → 2026-11-09 |
| 3M | 2.39% | 2026-08-07 → 2026-11-09 |
| 6M | 3.66% | 2026-05-08 → 2026-11-09 |
| 1Y | -0.59% | 2025-11-07 → 2026-11-09 |
| 3Y | 10.29% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.84% | 2021-11-09 → 2026-11-09 |
| 7Y | 10.81% | 2019-11-08 → 2026-11-09 |
| 10Y | 12.78% | 2016-11-09 → 2026-11-09 |
| since inception | 11.37% | 2013-01-03 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 60.63% | -14.62% | 6.48% | 39.36% | 5.20% | 26.13% | 2.34% | 12.24% | 18.72% | 16.88% | 9.40% | 11.88% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,161 | 15.13% | 13.08% | -32.33% | 86.48% | 80% |
| 3 years | 2,673 | 13.57% | 13.52% | -4.31% | 31.53% | 98% |
| 5 years | 2,178 | 13.56% | 13.36% | 0.70% | 25.45% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 7.91% | 7.20% | 11.68% |
| volatility | 14.87% | 15.41% | 20.43% |
| max drawdown | -14.97% | -19.86% | -41.62% |
| downside deviation | 10.11% | 10.17% | 14.12% |
| Sharpe ratio | 0.19 | 0.16 | 0.38 |
| Sortino ratio | 0.28 | 0.24 | 0.56 |
| Calmar ratio | 0.53 | - | - |
Sector/theme fund: not ranked. Compare with its benchmark above.