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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9.75 Cr As on 30-06-2025(Source:AMFI)
Turn over: 121% | Exit Load: 1% if exited on or before 365 days, Nil after 365 days

68.57

11.04%

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 16.63
Sharpe Ratio 1.14
Alpha 0.35
Beta 0.92
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 -0.78 23.05 21.9 24.42 13.67
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 5.03 30.32 33.22 37.1 16.44
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 2.26 35.8 31.39 32.39 14.86
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 2.2 30.13 28.55 32.25 15.27
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 29-09-2005 1.67 25.25 25.66 28.55 13.68
Franklin Build India Fund Growth Plan 04-09-2009 1.46 30.58 31.47 33.05 16.96
HDFC Infrastructure Fund - Growth Plan 10-03-2008 0.13 28.95 32.39 34.85 11.29
Invesco India Infrastructure Fund - Growth Option 21-11-2007 0.12 31.01 28.89 31.18 16.52
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 -1.48 23.17 28.49 30.73 13.65
UTI Infrastructure Fund-Growth Option 01-08-2005 -1.62 23.14 23.58 26.31 12.25

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

26.34%

Others

4.57%

Large Cap

54.37%

Mid Cap

14.72%

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