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: 2.48% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9.31 Cr As on 30-05-2025(Source:AMFI)
Turn over: 121% | Exit Load: 1% if exited on or before 365 days, Nil after 365 days

69.46

11.15%

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 16.96
Sharpe Ratio 0.93
Alpha 0.74
Beta 0.91
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 -2.55 26.04 25.91 25.21 14.0
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 4.28 32.38 35.94 37.63 16.74
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 -0.29 37.36 33.99 33.31 15.03
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 29-09-2005 -0.41 27.21 28.43 29.28 14.08
HDFC Infrastructure Fund - Growth Plan 10-03-2008 -0.43 32.79 36.35 34.93 11.56
Franklin Build India Fund Growth Plan 04-09-2009 -0.52 33.09 34.56 33.49 17.01
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 -0.61 31.46 32.41 32.76 15.52
UTI Infrastructure Fund-Growth Option 01-08-2005 -1.39 25.24 27.83 26.74 12.55
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 -2.61 25.29 31.42 30.34 13.68
Invesco India Infrastructure Fund - Growth Option 21-11-2007 -3.39 32.36 32.27 31.33 16.53

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

29.66%

Others

5.42%

Large Cap

53.84%

Mid Cap

11.08%

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