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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 Jul 25, 2025
i
Price per unit of the scheme.
₹ 72.1900-1.50%1 Day Change
-1.46%
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 Jul 25, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
15Out of 18 funds in the category
Category Avg Return
-0.64%
Fund Return -1.46%
Low-3.9%3.6%11.11%18.61%26.12%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
    ICICI Prudential Infrastructure Fund 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
      ₹1,07,340
    • Current Value
      ₹4,67,340

    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
    ₹ 9.75 Cr(As on Jun, 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 onJul 25, 2025 is ₹72.19. Its expense ratio is 2.07 %. The fund has an AUM of ₹9.75 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 Rank17Out 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₹ 42,486.06 Cr
    • Highest Return In 1 Yr10.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 129.00
    -0.42%
    -0.67%
    Very High Risk
    ₹133.42Cr
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    ₹ 72.19
    -1.46%
    -0.95%
    Very High Risk
    ₹9.75Cr
    Axis Long Duration Fund Direct Growth
    --
    ₹ 1,248.58
    1.13%
    0.81%
    Moderate Risk
    ₹525.91Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 129.00
    • Fund Size₹133.42Cr
    Fund Return-0.42%
    Category Return-0.67%
    Taurus Infrastructure Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 72.19
    • Fund Size₹9.75Cr
    Fund Return-1.46%
    Category Return-0.95%
    Axis Long Duration Fund Direct Growth
    Moderate Risk--
    • NAV₹ 1,248.58
    • Fund Size₹525.91Cr
    Fund Return1.13%
    Category Return0.81%
    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 Rank17Out 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₹ 980.70 Cr
    • Highest Return In 1 Yr9.29 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Taurus Ethical Fund-Direct Plan-Growth Option
    ₹ 141.61
    -1.94%
    -%
    Very High Risk
    ₹321.70Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 232.82
    -1.28%
    -0.57%
    Very High Risk
    ₹366.04Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 165.59
    -0.23%
    -1.12%
    Very High Risk
    ₹50.80Cr
    Taurus Ethical Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 141.61
    • Fund Size₹321.70Cr
    Fund Return-1.94%
    Category Return--
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 232.82
    • Fund Size₹366.04Cr
    Fund Return-1.28%
    Category Return-0.57%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 165.59
    • Fund Size₹50.80Cr
    Fund Return-0.23%
    Category Return-1.12%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (95.43%)
    DEBT (-%)
    CASH (4.57%)
    Allocation by Market Cap
    Large Cap(57.31%)
    Mid Cap(11.78%)
    Small Cap(22.22%)
    Industry Holdings
    • Engineering Construction17.22%
    • Oil Gas Refining Marketing16.47%
    • Telecom Services12.63%
    • Building Materials9.61%
    • Real Estate General9.09%
    • Utilities Regulated Electric7.57%
    Stock Holdings
    • Bharti Airtel Ltd10.10%
    • Reliance Industries Ltd7.39%
    • Larsen & Toubro Ltd6.47%
    • Afcons Infrastructure Ltd4.84%
    • Power Grid Corp Of India Ltd4.21%
    • Kalpataru Ltd4.11%

    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.
      2.77
      This Fund
      VS
      6.91
      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.
      87.61
      This Fund
      VS
      79.37
      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.
      1.10
      This Fund
      VS
      1.10
      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.
      1.11
      This Fund
      VS
      1.30
      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.
      1.83
      This Fund
      VS
      2.30
      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.
      16.59
      This Fund
      VS
      17.39
      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
    Aditya Birla Sun Life Infrastructure Fund Direct Plan GrowthAditya Birla Sun Life Infrastructure Fund Direct Plan Growth
    ₹ 104.85
    0.92%
    -0.95%
    Very High Risk
    ₹ 1,171.19 Cr
    Bank of India Manufacturing & Infra Direct Plan GrowthBank of India Manufacturing & Infra Direct Plan Growth
    ₹ 66.39
    0.77%
    -0.95%
    Very High Risk
    ₹ 606.65 Cr
    Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth OptionKotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
    ₹ 77.56
    0.44%
    -0.95%
    Very High Risk
    ₹ 2,449.76 Cr
    Franklin Build India Fund Direct GrowthFranklin Build India Fund Direct Growth
    ₹ 162.17
    -0.04%
    -0.95%
    Very High Risk
    ₹ 2,968.30 Cr
    Tata Infrastructure Fund Direct Plan GrowthTata Infrastructure Fund Direct Plan Growth
    ₹ 188.18
    -0.07%
    -0.95%
    Very High Risk
    ₹ 2,286.98 Cr
    HDFC Infrastructure Fund -Direct Plan - Growth OptionHDFC Infrastructure Fund -Direct Plan - Growth Option
    ₹ 52.63
    -0.11%
    -0.95%
    Very High Risk
    ₹ 2,591.14 Cr
    Aditya Birla Sun Life Infrastructure Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 104.85
    • Fund Size₹ 1,171.19 Cr
    Fund Return0.92%
    Category Return-0.95%
    Bank of India Manufacturing & Infra Direct Plan Growth
    Very High Risk
    • NAV₹ 66.39
    • Fund Size₹ 606.65 Cr
    Fund Return0.77%
    Category Return-0.95%
    Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
    Very High Risk
    • NAV₹ 77.56
    • Fund Size₹ 2,449.76 Cr
    Fund Return0.44%
    Category Return-0.95%
    Franklin Build India Fund Direct Growth
    Very High Risk
    • NAV₹ 162.17
    • Fund Size₹ 2,968.30 Cr
    Fund Return-0.04%
    Category Return-0.95%
    Tata Infrastructure Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 188.18
    • Fund Size₹ 2,286.98 Cr
    Fund Return-0.07%
    Category Return-0.95%
    HDFC Infrastructure Fund -Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 52.63
    • Fund Size₹ 2,591.14 Cr
    Fund Return-0.11%
    Category Return-0.95%
    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 Banking & Financial Services Fund Direct Plan Growth OptionTaurus Banking & Financial Services Fund Direct Plan Growth Option
    ₹ 60.71
    -0.13%
    -0.23%
    Very High Risk
    ₹ 12.30 Cr
    Taurus Largecap Equity Fund - Direct Plan-Growth OptionTaurus Largecap Equity Fund - Direct Plan-Growth Option
    ₹ 165.59
    -0.23%
    -1.12%
    Very High Risk
    ₹ 50.80 Cr
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth OptionTaurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    ₹ 129.00
    -0.42%
    -0.67%
    Very High Risk
    ₹ 133.42 Cr
    Taurus Tax Shield-Direct Plan-Growth OptionTaurus Tax Shield-Direct Plan-Growth Option
    ₹ 203.02
    -0.51%
    -0.59%
    Very High Risk
    ₹ 80.98 Cr
    Taurus Flexi Cap Fund - Direct Plan-Growth OptionTaurus Flexi Cap Fund - Direct Plan-Growth Option
    ₹ 232.82
    -1.28%
    -0.57%
    Very High Risk
    ₹ 366.04 Cr
    Taurus Nifty 50 Index Fund-Direct Plan-Growth OptionTaurus Nifty 50 Index Fund-Direct Plan-Growth Option
    ₹ 50.34
    -1.34%
    --
    Very High Risk
    ₹ 5.71 Cr
    Taurus Banking & Financial Services Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 60.71
    • Fund Size₹ 12.30 Cr
    1 Month Return-0.13%
    Category Return-0.23%
    Taurus Largecap Equity Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 165.59
    • Fund Size₹ 50.80 Cr
    1 Month Return-0.23%
    Category Return-1.12%
    Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 129.00
    • Fund Size₹ 133.42 Cr
    1 Month Return-0.42%
    Category Return-0.67%
    Taurus Tax Shield-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 203.02
    • Fund Size₹ 80.98 Cr
    1 Month Return-0.51%
    Category Return-0.59%
    Taurus Flexi Cap Fund - Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 232.82
    • Fund Size₹ 366.04 Cr
    1 Month Return-1.28%
    Category Return-0.57%
    Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
    Very High Risk
    • NAV₹ 50.34
    • Fund Size₹ 5.71 Cr
    1 Month Return-1.34%
    Category Return--
    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 ₹ 980.70 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
    ₹ 980.70 Cr (
    As on Jun 30, 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 Jul 25, 2025 is ₹72.19
    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 -1.46%, 3 months is 8.43%, 6 months is 7.23%, and 1 year is -3.44%
    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 21.75% and 5 years is 24.45%.
    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 9.75 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 95.43% in Equity and 4.57% in Cash & Money Market Securities

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