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Taurus Infrastructure Fund - Regular Plan - Growth

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Category: Equity: Sectoral-Infrastructure
Launch Date: 05-03-2007
Asset Class: Equity
Benchmark: Nifty Infrastructure TRI
Expense Ratio: 2.49% As on (31-10-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6.62 Cr As on (31-10-2023)
Turn over: 180
NAV as on 28-11-2023

52.12

0.35 (0.6715%)

CAGR Since Inception

10.36%

Nifty Infrastructure TRI 11.27%

PERFORMANCE of Taurus Infrastructure Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 28-11-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Infrastructure Fund - Regular Plan - Growth 26.57 26.07 17.01 17.34 10.36
Nifty Infrastructure TRI 21.47 25.41 17.93 12.18 11.27
Equity: Sectoral-Infrastructure 30.13 33.42 20.22 17.92 11.73

Yearly Performance (%)

Nav Movement

Fund Managers

Anuj Kapil

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.

RETURNS CALCULATOR for Taurus Infrastructure Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

Key Performance and Risk Statistics of Taurus Infrastructure Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Infrastructure Fund - Regular Plan - Growth 15.42 1.37 2.09 0.56 - -
Equity: Sectoral-Infrastructure - - - - - -

PEER COMPARISION of Taurus Infrastructure Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 28-11-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 26.57 17.91 26.07 17.01 17.34
HDFC Infrastructure Fund - Growth Plan 10-03-2008 40.04 29.78 40.07 17.02 14.54
Nippon India Power & Infra Fund-Growth Plan -Growth Option 01-05-2004 38.09 25.73 36.09 21.15 18.03
SBI Infrastructure Fund - Regular Plan - Growth 06-07-2007 36.41 23.75 33.47 22.59 18.22
BANDHAN Infrastructure Fund - Regular Plan - Growth 08-03-2011 35.52 19.5 35.81 18.93 16.15
Franklin Build India Fund Growth Plan 04-09-2009 34.73 23.78 34.97 20.84 21.85
HSBC Infrastructure Fund - Regular Growth 01-01-2013 33.78 20.5 33.07 16.7 19.49
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth 05-03-2010 33.03 20.85 30.64 22.86 18.59
DSP India T.I.G.E.R. Fund - Regular Plan - Growth 11-06-2004 32.2 24.13 35.23 20.98 18.59
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 32.12 20.91 32.4 18.35 16.99

PORTFOLIO ANALYSIS of Taurus Infrastructure Fund - Regular Plan - Growth

Asset Allocation (%)