Taurus Infrastructure Fund - Regular Plan - Growth

Fund House: Taurus Mutual Fund
Category: Equity: Sectoral-Infrastructure
Launch Date: 05-03-2007
Asset Class: Equity
Benchmark: NIFTY Infrastructure TRI
TER: 2.39% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9.01 Cr As on 30-04-2026(Source:AMFI)
Turn over: 0.63% | Exit Load: 1% if exited on or before 365 days, Nil after 365 days

65.78

10.29%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Infrastructure TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 11 Months
14 Years 7 Months
16 Years 6 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide capital appreciation and income distribution to unitholders by investing pre-dominantly in equity and equity related securities of the Companies belonging to infrastructure sector and its related industries

Current Asset Allocation (%)

Indicators

Standard Deviation 18.83
Sharpe Ratio 0.68
Alpha -2.68
Beta 0.96
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 -0.81 -1.27 16.91 13.86 14.56
Motilal Oswal Infrastructure Fund-Regular-Growth 13-05-2025 21.17 - - - -
DSP India T.I.G.E.R. Fund - Regular Plan - Growth 11-06-2004 15.93 5.89 27.11 24.15 18.32
Quant Infrastructure Fund - Growth Option 31-08-2007 13.07 -0.34 22.04 20.7 20.54
Nippon India Power & Infra Fund-Growth Plan -Growth Option 01-05-2004 12.72 5.28 26.81 24.34 18.47
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 12.54 4.75 21.9 19.45 15.46
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 12.03 9.07 29.17 24.42 17.38
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 29-09-2005 11.93 5.61 22.75 19.37 15.85
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 9.88 5.91 25.13 23.1 16.9
HSBC Infrastructure Fund - Regular Growth 01-01-2013 8.96 2.96 22.07 21.36 17.22

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

31.81%

Others

1.11%

Large Cap

59.6%

Mid Cap

7.48%

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