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  • Taurus Infrastructure Fund (Growth)
Taurus Mutual Fund

Taurus Infrastructure Fund (Growth)

EquitySectoral / Thematic - Infra

41.88

NAV (Dec 02)

10.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - infra mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

41.88

NAV (Dec 2)

Fund Returns

Last 1Y

9.9%

Last 3Y

19.7%

Last 5Y

10.7%

Last 10Y

13.1%

Since Inception

9.5%

6 Month CAGR

13.3%

Scheme Information

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 it's related industries.

Expense Ratio

2.49

Launched (15y ago)

Mar 05, 2007

AUM in Crores

5.572

ISIN

INF044D01906

Lock-in

No Lock-in

Benchmark

IISL Nifty Infrastructure TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.4

Standard Deviation (5yr)

19.6

Beta (3yr)

0.88

Beta (5yr)

0.87

Sharpe Ratio (3yr)

0.747

Sharpe Ratio (5yr)

0.343

YTM

0

Fund Managers

Prasanna Pathak

Fund Manager

Neha Raichura

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

reliance industries ltd

7.2%
7.2%

larsen & toubro ltd

6.2%
6.2%

adani ports & special economic zone ltd

4.2%
4.2%

maruti suzuki india ltd

3.7%
3.7%

ntpc ltd

3.7%
3.7%
See all holdings

Allocation by Sector

industrials

38.4%
38.4%

consumer cyclical

17%
17%

basic materials

12.3%
12.3%

utilities

8.2%
8.2%

energy

7.2%
7.2%
See all sectors

Compare Taurus Infrastructure Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 548 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

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  • 022-66242700
  • customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.9%

    10.8%

    11.3%

    14%

    16.9%

    10.8%

    16.9%

    10.8%

    11.3%

    14%

    Taurus Infrastructure Fund (G) Review

    Taurus Infrastructure Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 9.5% over a period of 15 years. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Neha Raichura, Prasanna Pathak.

    Nav of Taurus Infrastructure Fund (G) as of 12/2/2022 is ₹41.88 with the total AUM as of 12/3/2022 is ₹5.572. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Infrastructure Fund (G) was launched on Mar 05, 2007. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Taurus Infrastructure Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Taurus Infrastructure Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Infrastructure TR INR.

    Taurus Infrastructure Fund (G) is rated as a 1 fund in Equity and delivered 9.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Infrastructure Fund (G).

    Frequently Asked Questions

    What is Taurus Infrastructure Fund (G)?

    Taurus Infrastructure Fund (G) is a Sectoral / Thematic - Infra Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Taurus Infrastructure Fund (G)?

    You can invest in Taurus Infrastructure Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Taurus Infrastructure Fund (G)?

    The minimum sip amount for Taurus Infrastructure Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Taurus Infrastructure Fund (G) good to invest in?

    As per Scripbox experts, Taurus Infrastructure Fund (G) is a Not Recommended fund. You can investTaurus Infrastructure Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Taurus Infrastructure Fund (G)?

    The expense ratio of the Taurus Infrastructure Fund (G) is 2.49% for regular plan.