Taurus Infrastructure Fund - Regular Plan - Growth

Category: Equity: Sectoral-Infrastructure
Launch Date: 05-03-2007
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.48% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 8.9 Cr As on (30-04-2024)
Turn over: 134
NAV as on 29-05-2024

66.46

-0.31 (-0.4664%)

CAGR Since Inception

11.61%

NIFTY 50 TRI 14.08%

PERFORMANCE of Taurus Infrastructure Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 29-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Infrastructure Fund - Regular Plan - Growth 60.45 24.62 21.24 15.9 11.61
NIFTY 50 TRI 23.48 15.12 15.23 13.5 14.08
Equity: Sectoral-Infrastructure 71.4 33.89 25.25 17.57 13.58

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 14.1 1.31 0.55 0.52 - -
Equity: Sectoral-Infrastructure - - - - - -

PEER COMPARISION of Taurus Infrastructure Fund - Regular Plan - Growth

Period
Data as on - 29-05-2024
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 60.45 36.99 24.62 21.24 15.9
BANDHAN Infrastructure Fund - Regular Plan - Growth 08-03-2011 83.38 51.86 35.27 25.82 17.99
Nippon India Power & Infra Fund-Growth Plan -Growth Option 01-05-2004 82.42 54.74 38.67 27.26 17.26
Invesco India Infrastructure Fund - Growth Option 21-11-2007 82.06 47.93 35.59 29.27 20.06
DSP India T.I.G.E.R. Fund - Regular Plan - Growth 11-06-2004 80.96 50.6 37.78 26.63 18.73
HDFC Infrastructure Fund - Growth Plan 10-03-2008 79.59 51.49 37.18 20.57 12.81
Quant Infrastructure Fund - Growth Option 31-08-2007 79.45 43.81 36.25 35.08 20.65
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 78.88 45.45 35.02 24.82 16.01
Franklin Build India Fund Growth Plan 04-09-2009 78.59 49.51 34.81 24.93 21.73
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 73.93 47.16 36.19 26.87 18.32

PORTFOLIO ANALYSIS of Taurus Infrastructure Fund - Regular Plan - Growth

Asset Allocation (%)