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  • Taurus Infrastructure Fund (RIDCW-I)
Taurus Mutual Fund

Taurus Infrastructure Fund (RIDCW-I)

EquitySectoral / Thematic - Infra

66.01

NAV (Sep 06)

25.776%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

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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

66.01

NAV (Sep 6)

Fund Returns

Last 1Y
43.2%
Last 3Y
22.5%
Last 5Y
25.8%
Last 10Y
15.5%
Since Inception
11.8%
6 Month CAGR
16.4%

Scheme Information

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.

Expense Ratio
2.5
Launched (0y ago)
2.5
AUM in Crores
10.5
ISIN
INF044D01880
Lock-in
Benchmark
NIFTY Infrastructure Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
14.2
Beta
0.5
Sharpe Ratio
1.3
YTM
Fund Managers

Anuj Kapil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Infrastructure Fund (RIDCW-I)70%14,27,692 6,95,08025.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-12-21

Top Stock Holdings

Bharti Airtel Ltd.

7%
6.97%

Larsen & Toubro Ltd.

6.3%
6.25%

Reliance Industries Ltd.

5.8%
5.75%

TARC Ltd.

5.2%
5.17%

Century Textiles & Industries Ltd.

4.9%
4.86%
See all holdings

Allocation by Sector

Construction

25.23%
25.23%

Communication

13.36%
13.36%

Energy

12.66%
12.66%

Materials

12.34%
12.34%

Capital Goods

12.11%
12.11%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

Taurus Mutual Fund

Taurus Mutual Fund was founded on 20th August 1993. The Compnay was formed after a merger between HB Mutual Fund and Taurus Mutual Fund. Taurus Mutual Fund Asset Management Company offers investment schemes for all segments of investors. amc-img
Fund NameScripbox Opinion
Till Date CAGR

13.271%

13.985%

16.683%

10.863%

12.624%

11.522%

17.555%

18.586%

22.479%

11.772%

Taurus Infrastructure Fund (RIDCW-I) Review

Taurus Infrastructure Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 11.772% over a period of 17 years. The fund is managed by Taurus Mutual Fund. The fund manager’s name is [object Object].

Nav of Taurus Infrastructure Fund (RIDCW-I) as of 9/6/2024 is ₹66.01 with the total AUM as of 9/7/2024 is ₹10.4883. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Infrastructure Fund (RIDCW-I) was launched on 2007-03-05. The category risk of the fund is Average.

The minimum SIP amount for Taurus Infrastructure Fund (RIDCW-I) 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 (RIDCW-I) 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 NIFTY Infrastructure Total Return Index.

Taurus Infrastructure Fund (RIDCW-I) is rated as a 1 fund in Equity and delivered 43.166% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Infrastructure Fund (RIDCW-I).

Frequently Asked Questions

What is Taurus Infrastructure Fund (RIDCW-I)?

Taurus Infrastructure Fund (RIDCW-I) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Taurus Infrastructure Fund (RIDCW-I)?

You can invest in Taurus Infrastructure Fund (RIDCW-I) 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 (RIDCW-I)?

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

Is Taurus Infrastructure Fund (RIDCW-I) good to invest in?

As per Scripbox experts, Taurus Infrastructure Fund (RIDCW-I) is a 1 fund. You can investTaurus Infrastructure Fund (RIDCW-I) 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 (RIDCW-I)?

The expense ratio of the Taurus Infrastructure Fund (RIDCW-I) is 2.5% for regular plan.