Taurus Infrastructure Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 83% of historical 3-year rolling periods.
- Over 20 years of operational history across different market cycles.
- Downside capture of 134% indicates larger drops during broader market downturns.
- Experienced a maximum drawdown of -74.4% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.05% | +6.32% | +0.73% |
| 3 Months | -4.06% | -0.20% | -3.86% |
| 6 Months | -5.65% | +5.98% | -11.63% |
| 1 Year | -10.64% | +3.90% | -14.54% |
| 3 Years CAGR | +7.02% | +13.23% | -6.21% |
| 5 Years CAGR | +9.25% | +10.72% | -1.47% |
| 7 Years CAGR | +14.12% | +15.35% | -1.23% |
| 10 Years CAGR | +12.57% | +14.26% | -1.69% |
| Since Inception | +9.69% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Taurus Infrastructure Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -8.83% | +4.03% | -12.86% |
| 2025 | +0.57% | +1.43% | -0.86% |
| 2024 | +17.97% | +20.41% | -2.44% |
| 2023 | +41.30% | +30.70% | +10.60% |
| 2022 | +5.12% | +1.66% | +3.46% |
| 2021 | +38.15% | +30.31% | +7.84% |
| 2020 | +13.38% | +13.54% | -0.16% |
| 2019 | +0.41% | +7.11% | -6.70% |
| 2018 | -8.56% | -5.94% | -2.62% |
| 2017 | +44.99% | +39.22% | +5.77% |
| 2016 | +8.13% | +4.10% | +4.03% |
| 2015 | -5.35% | +1.85% | -7.20% |
| 2014 | +58.76% | +52.06% | +6.70% |
| 2013 | -10.39% | -4.06% | -6.33% |
| 2012 | +26.61% | +26.60% | +0.01% |
| 2011 | -34.00% | -23.05% | -10.95% |
| 2010 | +11.45% | +18.91% | -7.46% |
| 2009 | +127.18% | +77.75% | +49.43% |
| 2008 | -65.75% | -57.13% | -8.62% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -68.53% | +14.16% | +6.69% | +191.85% | 60.7% | 49.4% |
| 3-Year Rolling | -18.54% | +12.08% | +13.21% | +35.42% | 84.0% | 82.6% |
| 5-Year Rolling | -6.56% | +11.44% | +11.72% | +29.08% | 92.9% | 91.4% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -74.4% | 14 months | 69 months |
| 2018-01-15 | 2020-03-23 | -37.9% | 26 months | 9 months |
| 2015-03-03 | 2016-02-25 | -28.5% | 12 months | 6 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments: 80-100%; Debt, Cash & | Per Scheme Mandate |
| Money Market Instruments including Gold ETF and Silver ETF: 0-20% | Per Scheme Mandate |
Investment Objective & Strategy
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 its related industries
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 8.50 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Axis Quant Fund | 2.6 | +7.55% | 4.06% | 113.9% | Rs 796 cr | Compare → |
| Tata Housing Opportunities Fund | 3.0 | +6.94% | 2.59% | 123.3% | Rs 481 cr | Compare → |
| SBI MNC FUND | 4.1 | +7.39% | 2.01% | 90.3% | Rs 6,531 cr | Compare → |
| LIC MF Banking and Financial Services Fund | 2.2 | +6.86% | 2.76% | 111.9% | Rs 272 cr | Compare → |
| DSP Quant Fund | 4.5 | +7.52% | 1.84% | 93.2% | Rs 747 cr | Compare → |
Frequently Asked Questions about Taurus Infrastructure Fund
What is the expense ratio of Taurus Infrastructure Fund?
Taurus Infrastructure Fund has a total expense ratio (TER) of 2.52% with a base expense ratio of 2.06%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Taurus Infrastructure Fund?
Taurus Infrastructure Fund is managed by Anuj Kapil (tenure: 3.0 years since 2023-11-15).
What are the historical returns of Taurus Infrastructure Fund?
Taurus Infrastructure Fund delivered a 3-year CAGR of 7.02% and a 5-year CAGR of 9.25%. Its 1-year return stands at -10.64%.
How large is Taurus Infrastructure Fund?
Taurus Infrastructure Fund manages assets of Rs 8.50 cr, placing it in the 'too small' size band relative to Sectoral / Thematic peers.
How is Taurus Infrastructure Fund scored on MFIQ?
Taurus Infrastructure Fund holds an MFIQ Score of 2.5/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Taurus Infrastructure Fund?
Taurus Infrastructure Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 18.15% with a maximum historical drawdown of -74.41%.