- Mutual Funds
- Taurus Mutual Fund
- Taurus Infrastructure Fund (RIDCW-A)
Taurus Infrastructure Fund (RIDCW-A)
₹ 46.96
NAV (Oct 03)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 46.96
NAV (Oct 3)
Fund Returns
Last 1Y | 27.2% |
Last 3Y | 28.5% |
Last 5Y | 15.4% |
Last 10Y | 18.2% |
Since Inception | 10.2% |
6 Month CAGR | 33.3% |
Scheme Information
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 (16y ago) | Mar 05, 2007 |
AUM in Crores | 6.507 |
ISIN | INF044D01880 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Infrastructure TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.3 |
Standard Deviation (5yr) | 19.1 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 1.407 |
Sharpe Ratio (5yr) | 0.586 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Infrastructure Fund (RIDCW-A) | 10,75,750 | 3,43,138 | 15.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.8% | 10.4% | ||
25.5% | 13.5% | ||
20.8% | 10.4% | ||
20.8% | 10.4% | ||
25.5% | 13.5% |
Taurus Infrastructure Fund (RIDCW-A) Review
Taurus Infrastructure Fund (RIDCW-A) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 10.2% over a period of 16 years. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Hardik Shah.
Nav of Taurus Infrastructure Fund (RIDCW-A) as of 10/3/2023 is ₹46.96 with the total AUM as of 10/4/2023 is ₹6.507. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Infrastructure Fund (RIDCW-A) was launched on Mar 05, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Taurus Infrastructure Fund (RIDCW-A) 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-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 27.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Infrastructure Fund (RIDCW-A).
Frequently Asked Questions
What is Taurus Infrastructure Fund (RIDCW-A)?
How to invest in Taurus Infrastructure Fund (RIDCW-A)?
You can invest in Taurus Infrastructure Fund (RIDCW-A) 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-A)?
The minimum sip amount for Taurus Infrastructure Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Taurus Infrastructure Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Taurus Infrastructure Fund (RIDCW-A) is a Not Recommended fund. You can investTaurus Infrastructure Fund (RIDCW-A) 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-A)?
The expense ratio of the Taurus Infrastructure Fund (RIDCW-A) is 2.49% for regular plan.