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: 8.79 Cr As on 30-04-2025(Source:AMFI)
Turn over: 121% | Exit Load: 1% if exited on or before 365 days, Nil after 365 days

68.59

11.11%

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 17.64
Sharpe Ratio 0.61
Alpha -2.47
Beta 0.94
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 1.72 27.43 23.5 25.6 14.42
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 11.16 39.22 32.4 34.3 15.62
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 8.85 34.09 33.15 38.28 17.34
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 6.06 32.88 30.6 33.49 16.04
HDFC Infrastructure Fund - Growth Plan 10-03-2008 5.6 35.23 34.08 36.06 12.1
Franklin Build India Fund Growth Plan 04-09-2009 4.33 34.56 32.4 33.74 17.51
Invesco India Infrastructure Fund - Growth Option 21-11-2007 3.43 34.27 30.44 32.08 16.89
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 29-09-2005 3.31 28.34 25.99 30.26 14.76
UTI Infrastructure Fund-Growth Option 01-08-2005 1.37 25.6 25.8 26.89 12.96
SBI Infrastructure Fund - Regular Plan - Growth 06-07-2007 1.25 28.06 27.87 30.77 16.49

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

29.57%

Others

3.61%

Large Cap

56.27%

Mid Cap

10.55%

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