Taurus Infrastructure Fund - Regular Plan - Growth
Category: Equity: Sectoral-Infrastructure
Launch Date: 05-03-2007
Asset Class: Equity
Benchmark: NIFTY Infrastructure TRI
Expense Ratio: 2.51% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 8.54 Cr As on ( 31-03-2025)
Turn over: 121
NAV as on 30-04-2025
62.46
-0.46 ( -0.7365% )
CAGR Since Inception
10.61%
NIFTY Infrastructure TRI 12.09%
Performance of Taurus Infrastructure Fund - Regular Plan - Growth
Fund Managers

Anuj Kapil

Investment Objective

The scheme would invest in companies belonging to the infrastructure sector, it's related industries inclusive of suppliers of capital goods, raw materials and other supportive services to the infrastructure companies.

Returns Calculator for Taurus Infrastructure Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Taurus Infrastructure Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Infrastructure Fund - Regular Plan - Growth 13.99 0.49 -3.07 0.94 - -
Equity: Sectoral-Infrastructure - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Infra Reg Gr 05-03-2007 -3.61 24.57 16.31 24.24 13.17
Canara Robeco Infra Reg Gr 02-12-2005 6.3 31.69 25.37 32.01 15.07
LIC MF Infra Reg Gr 29-02-2008 3.99 33.82 24.66 30.73 13.81
ICICI Pru Infra Gr 31-08-2005 3.2 30.83 28.06 37.43 15.94
UTI Infra Gr 01-08-2005 1.9 25.76 21.18 26.6 12.15
Franklin Build India Gr 04-09-2009 1.29 34.19 27.83 33.84 16.44
Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp) Reg Gr 29-09-2005 1.11 26.88 19.93 29.38 13.64
Invesco India Infra Gr 21-11-2007 0.39 31.97 23.99 30.35 15.37
HSBC Infrastructure Fund Reg Gr 01-01-2013 0.33 27.34 22.71 30.59 15.17
HDFC Infra Gr 10-03-2008 0.23 35.03 28.76 33.98 10.56

Asset Allocation (%)

PORTFOLIO ANALYSIS of Taurus Infrastructure Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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