Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

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

64.42

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
10 Years 1 Months
16 Years 3 Months
16 Years 9 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 13.99
Sharpe Ratio 1.23
Alpha 0.08
Beta 0.52
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 - Payout of Income Distribution cum Capital Withdrawal option 05-03-2007 1.72 27.42 23.5 25.6 14.41
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
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 1.72 27.43 23.5 25.6 14.42
UTI Infrastructure Fund-Growth Option 01-08-2005 1.37 25.6 25.8 26.89 12.96

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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