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taurus infrastructure fund-direct plan-growth option
Taurus Infrastructure Fund-Direct Plan-Growth Option

Taurus Infrastructure Fund-Direct Plan-Growth Option

  • Very High Risk
  • Equity
  • Equity - Infrastructure
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NAV as on Sep 4, 2025
i
Price per unit of the scheme.
₹ 71.2300-0.57%1 Day Change
-0.50%
Minimum Investment₹500
Expense Ratio2.07%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Sep 04, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
7Out of 18 funds in the category
Category Avg Return
-0.61%
Fund Return -0.50%
Low-6.92%0.84%8.6%16.36%24.12%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Taurus Infrastructure Fund-Direct Plan-Growth Option
VS
Equity: Equity - Infrastructure Average NAV
    Topper in Equity: Equity - Infrastructure
    Canara Robeco Infrastructure Direct Plan Growth
    All Fund
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹3,60,000
    • Return
      ₹88,291
    • Current Value
      ₹4,48,291

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Infrastructure TR INR
    Expense Ratio
    2.07%
    Category Avg Expense Ratio
    1.32%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 9.41 Cr(As on Jul, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    191.00 %
    Exit Load
    1% if exited on or before 365 days.NIL after 365 days.

    bt_logoABOUT THE FUND

    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.

    Taurus Infrastructure Fund-Direct Plan-Growth Option is an Equity - Equity - Infrastructure fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onSep 04, 2025 is ₹71.23. Its expense ratio is 2.07 %. The fund has an AUM of ₹9.41 Cr.The fund is managed byHardik Shah,Anuj Kapil.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Hardik Shah
    Hardik Shah
    i
    Lead Fund Manager.
    Jun 13, 2023 - Present
    • Fund Manager Rank16Out of 18
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed20
    • Total AUM₹ 43,987.44 Cr
    • Highest Return In 1 Yr9.07 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 127.63
    -0.02%
    0.06%
    Very High Risk
    ₹130.10Cr
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    ₹ 71.23
    -0.50%
    -0.81%
    Very High Risk
    ₹9.41Cr
    Axis Long Duration Fund Direct Growth
    --
    ₹ 1,222.96
    -2.01%
    -1.94%
    Moderate Risk
    ₹388.32Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 127.63
    • Fund Size₹130.10Cr
    Fund Return-0.02%
    Category Return0.06%
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 71.23
    • Fund Size₹9.41Cr
    Fund Return-0.50%
    Category Return-0.81%
    Axis Long Duration Fund Direct Growth
    Moderate Risk--
    • NAV₹ 1,222.96
    • Fund Size₹388.32Cr
    Fund Return-2.01%
    Category Return-1.94%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Kapil
    Anuj Kapil
    i
    Lead Fund Manager.
    Nov 15, 2023 - Present
    • Fund Manager Rank16Out of 18
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 961.95 Cr
    • Highest Return In 1 Yr3.63 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Ethical Fund-Direct Plan-Growth Option
    ₹ 142.81
    1.10%
    -%
    Very High Risk
    ₹320.48Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 230.85
    0.34%
    0.38%
    Very High Risk
    ₹355.71Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 164.07
    -0.36%
    0.22%
    Very High Risk
    ₹50.21Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 142.81
    • Fund Size₹320.48Cr
    Fund Return1.10%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 230.85
    • Fund Size₹355.71Cr
    Fund Return0.34%
    Category Return0.38%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 164.07
    • Fund Size₹50.21Cr
    Fund Return-0.36%
    Category Return0.22%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jul, 2025
    EQUITY (96.10%)
    DEBT (-%)
    CASH (3.90%)
    Allocation by Market Cap
    Large Cap(56.39%)
    Mid Cap(14.74%)
    Small Cap(20.89%)
    Industry Holdings
    • Oil Gas Refining Marketing16.18%
    • Engineering Construction15.59%
    • Telecom Services12.31%
    • Building Materials9.85%
    • Real Estate General8.11%
    • Utilities Regulated Electric7.64%
    Stock Holdings
    • Bharti Airtel Ltd9.96%
    • Reliance Industries Ltd7.09%
    • Larsen & Toubro Ltd6.64%
    • Afcons Infrastructure Ltd4.58%
    • Power Grid Corp Of India Ltd4.23%
    • Kalpataru Ltd4.08%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      2.58
      This Fund
      VS
      6.53
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      87.22
      This Fund
      VS
      79.30
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.14
      This Fund
      VS
      1.13
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.71
      This Fund
      VS
      0.91
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.09
      This Fund
      VS
      1.53
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.31
      This Fund
      VS
      17.01
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    DSP India T.I.G.E.R. Fund - Direct Plan - GrowthDSP India T.I.G.E.R. Fund - Direct Plan - Growth
    ₹ 339.27
    0.39%
    -0.81%
    Very High Risk
    ₹ 5,405.54 Cr
    ICICI Prudential Infrastructure Fund Direct Plan GrowthICICI Prudential Infrastructure Fund Direct Plan Growth
    ₹ 208.67
    0.16%
    -0.81%
    Very High Risk
    ₹ 7,941.20 Cr
    Bank of India Manufacturing & Infra Direct Plan GrowthBank of India Manufacturing & Infra Direct Plan Growth
    ₹ 65.72
    0.06%
    -0.81%
    Very High Risk
    ₹ 608.04 Cr
    Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth OptionKotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
    ₹ 76.13
    -0.27%
    -0.81%
    Very High Risk
    ₹ 2,387.70 Cr
    HDFC Infrastructure Fund -Direct Plan - Growth OptionHDFC Infrastructure Fund -Direct Plan - Growth Option
    ₹ 52.09
    -0.41%
    -0.81%
    Very High Risk
    ₹ 2,539.90 Cr
    Canara Robeco Infrastructure Direct Plan GrowthCanara Robeco Infrastructure Direct Plan Growth
    ₹ 179.39
    -0.47%
    -0.81%
    Very High Risk
    ₹ 917.06 Cr
    DSP India T.I.G.E.R. Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 339.27
    • Fund Size₹ 5,405.54 Cr
    Fund Return0.39%
    Category Return-0.81%
    ICICI Prudential Infrastructure Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 208.67
    • Fund Size₹ 7,941.20 Cr
    Fund Return0.16%
    Category Return-0.81%
    Bank of India Manufacturing & Infra Direct Plan Growth
    Very High Risk
    • NAV₹ 65.72
    • Fund Size₹ 608.04 Cr
    Fund Return0.06%
    Category Return-0.81%
    Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
    Very High Risk
    • NAV₹ 76.13
    • Fund Size₹ 2,387.70 Cr
    Fund Return-0.27%
    Category Return-0.81%
    HDFC Infrastructure Fund -Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 52.09
    • Fund Size₹ 2,539.90 Cr
    Fund Return-0.41%
    Category Return-0.81%
    Canara Robeco Infrastructure Direct Plan Growth
    Very High Risk
    • NAV₹ 179.39
    • Fund Size₹ 917.06 Cr
    Fund Return-0.47%
    Category Return-0.81%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Taurus Ethical Fund-Direct Plan-Growth OptionTaurus Ethical Fund-Direct Plan-Growth Option
    ₹ 142.81
    1.10%
    --
    Very High Risk
    ₹ 320.48 Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth OptionTaurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 230.85
    0.34%
    0.38%
    Very High Risk
    ₹ 355.71 Cr
    Taurus Nifty 50 Index Fund-Direct Plan-Growth OptionTaurus Nifty 50 Index Fund-Direct Plan-Growth Option
    ₹ 50.17
    0.12%
    --
    Very High Risk
    ₹ 5.81 Cr
    Taurus Tax Shield-Direct Plan-Growth OptionTaurus Tax Shield-Direct Plan-Growth Option
    ₹ 201.84
    0.03%
    -0.02%
    Very High Risk
    ₹ 78.41 Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth OptionTaurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 127.63
    -0.02%
    0.06%
    Very High Risk
    ₹ 130.10 Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth OptionTaurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 164.07
    -0.36%
    0.22%
    Very High Risk
    ₹ 50.21 Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 142.81
    • Fund Size₹ 320.48 Cr
    1 Month Return1.10%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 230.85
    • Fund Size₹ 355.71 Cr
    1 Month Return0.34%
    Category Return0.38%
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 50.17
    • Fund Size₹ 5.81 Cr
    1 Month Return0.12%
    Category Return--
    Taurus Tax Shield-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 201.84
    • Fund Size₹ 78.41 Cr
    1 Month Return0.03%
    Category Return-0.02%
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 127.63
    • Fund Size₹ 130.10 Cr
    1 Month Return-0.02%
    Category Return0.06%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 164.07
    • Fund Size₹ 50.21 Cr
    1 Month Return-0.36%
    Category Return0.22%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Taurus Asset Management Company Limited
    Taurus Asset Management Company Limited manages assets worth ₹ 961.95 crores. It’s current offering of mutual fund schemes includes 8 equity, schemes.
    phone icon
    Phone
    +91 22 66242700
    mail icon
    Email
    customercare@taurusmutualfund.com
    aum
    AUM
    ₹ 961.95 Cr (
    As on Jul 31, 2025
    )
    location
    Address
    Ground Floor, AML Centre-1, Mumbai,400 093

    bt_logoFAQ's

    What is the category of Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The category of Taurus Infrastructure Fund-Direct Plan-Growth Option is Equity - Equity - Infrastructure
    What is the current NAV of Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The current NAV of Taurus Infrastructure Fund-Direct Plan-Growth Option as on Sep 04, 2025 is ₹71.23
    How safe is Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The risk level of Taurus Infrastructure Fund-Direct Plan-Growth Option is Very High.
    What are short term returns given by Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The return given by Taurus Infrastructure Fund-Direct Plan-Growth Option in 1 month is -0.50%, 3 months is -0.24%, 6 months is 17.95%, and 1 year is -6.83%
    What are the long term returns given by Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The return given by Taurus Infrastructure Fund-Direct Plan-Growth Option in 3 years is 18.64% and 5 years is 23.24%.
    What is the expense ratio of Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The expense ratio of Taurus Infrastructure Fund-Direct Plan-Growth Option is 2.07%
    What is the AUM of Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The assets under Management (AUM) of Taurus Infrastructure Fund-Direct Plan-Growth Option is Rs 9.41 crores.
    What is the minimum investment in Taurus Infrastructure Fund-Direct Plan-Growth Option ?
    The minimum Lumpsum investment in Taurus Infrastructure Fund-Direct Plan-Growth Option is ₹500.00 and the minimum SIP investment in Taurus Infrastructure Fund-Direct Plan-Growth Option is ₹500.00
    What is the asset allocation of Taurus Infrastructure Fund-Direct Plan-Growth Option?
    Taurus Infrastructure Fund-Direct Plan-Growth Option has an exposure of 96.10% in Equity and 3.90% in Cash & Money Market Securities

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