- Mutual Funds
- Taurus Mutual Fund
- Taurus Infrastructure Fund Direct Growth
Taurus Infrastructure Fund Direct Plan Growth
₹ 62.59
NAV (Apr 09)
Sectoral / Thematic - Infra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.
This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Scheme Information
The scheme seeks 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 it's related industries.
Expense Ratio | 1.54 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 7.9 |
ISIN | INF044D01CD3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Infrastructure Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 17.4 |
Beta | 0.6 |
Sharpe Ratio | 0.6 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Bharti Airtel Ltd.
6.97%Larsen & Toubro Ltd.
6.25%Reliance Industries Ltd.
5.75%TARC Ltd.
5.17%Aditya Birla Real Estate Ltd.
4.86%
Allocation by Sector
Energy
23.63%Construction
21.83%Materials
12.73%Communication
12.15%Capital Goods
10.21%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 88,004 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 21,526 cr |
