Taurus Infrastructure Fund
The scheme seeks 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.
Growthvine rating: 2/5 — ranked #67 of 85 in category.
Fund basics
| Category | Equity: Sectoral |
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| NAV | ₹58.27 (as of 2026-10-01) |
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| AUM | ₹9 Cr |
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| Expense ratio | 2.06% |
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| Riskometer | Very High |
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| Fund manager | Anuj Kapil |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 8.80% |
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| Sharpe ratio | 0.26 |
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| Standard deviation | 18.51% |
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| Max drawdown | −74.41% |
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| Alpha | -3.76 |
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| Beta | 0.63 |
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Over 5 years, captured 94.0% of NIFTY Infrastructure's upside and 107.2% of its downside.
Market cap allocation
| Large cap | 55.4% |
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| Mid cap | 9.3% |
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| Small cap | 35.3% |
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Concentration
| Top 5 holdings | 34.7% |
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| Top 10 holdings | 52.7% |
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| Total holdings | 34 |
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Top holdings
- Bharti Airtel Ltd. — 9.5%
- Larsen & Toubro Limited — 8.0%
- Reliance Industries Ltd — 7.2%
- POWER GRID CORPORATION OF INDIA LIMITED — 5.2%
- Skyways Air Services Ltd — 4.8%
- VODAFONE IDEA LIMITED — 4.3%
- UltraTech Cement Ltd — 3.7%
- Le Travenues Technology Limited — 3.5%
- NTPC Limited — 3.3%
- RITES Limited — 3.1%
Top sectors
- Construction — 25.5%
- Telecom — 13.8%
- Petroleum Products — 11.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −13.6% | Q4 (Bottom) | #68 of 76 |
| 2025 | 0.6% | Q2 | #31 of 69 |
| 2024 | 18.0% | Q3 | #42 of 58 |
| 2023 | 41.3% | Q2 | #16 of 48 |
| 2022 | 5.1% | Q3 | #28 of 46 |