Taurus Infrastructure Fund - Regular Plan - Growth

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NAV
₹ 66.56 ₹ -0.02 (-0.03 %)
as on 30-05-2025
Asset Size (AUM)
8.79 Cr
Launch Date
Mar 05, 2007
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
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Mar 05, 2007
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10.95

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.61 %
Expense Ratio
2.48%
Volatility
13.99 %
Fund House
Taurus Mutual Fund
Fund Manager
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 5-7 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
1% if exited on or before 365 days, Nil after 365 days
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10159
FD₹ 10600
Gold₹ 10800
Nifty₹ 10488
Performance

Scheme Performance (%)

Data as on - 30-05-2025
Created with Highcharts 4.1.4ReturnsTaurus Infrastructure Fund - Regular Plan - GrowthNifty Infrastructure TRIEquity: Sectoral-InfrastructureYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-2002040

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesTaurus Infrastructure Fund - Regular Plan - GrowthNifty Infrastructure TRIEquity: Sectoral-Infrastructure2016201720182019202020212022202320242025-60-40-20020406080
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000120,6836831.24
Benchmark120,000123,5503,5506.50
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.
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 1.59 26.71 22.71 25.88 13.64
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 9.83 39.45 31.15 34.52 14.86
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 8.64 33.72 32.62 39.65 16.56
HDFC Infrastructure Fund - Growth Plan 10-03-2008 5.97 36.99 33.45 37.7 11.23
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 3.75 33.53 29.89 34.24 15.35
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings