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Taurus Infrastructure Fund - Regular Plan - Growth is an equity scheme managed by Taurus Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 22.50%, with the bottom and top quartiles at 18.23% and 25.23% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.39% on assets of ₹9Cr. The fund is currently managed by Mr. Anuj Kapil, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 10.26% |
| LARSEN AND TOUBRO LIMITED | Industrials | 7.66% |
| RELIANCE INDUSTRIES LIMITED | Energy | 7.63% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 5.97% |
| NTPC LIMITED | Utilities | 3.89% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 3.76% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 3.60% |
| LE TRAVENUES TECHNOLOGY LIMITED | Consumer Cyclical | 3.48% |
| GRASIM INDUSTRIES LIMITED | Basic Materials | 3.15% |
| ADANI ENTERPRISES LIMITED | Energy | 3.13% |
| VODAFONE IDEA LIMITED | Communication Services | 2.90% |
| SAMHI HOTELS LIMITED | Consumer Cyclical | 2.69% |
| STEEL AUTHORITY OF INDIA LIMITED | Basic Materials | 2.62% |
| CHEMTECH INDUSTRIAL VALVES LIMITED | Industrials | 2.49% |
| Mazagon Dock Shipbuilders Limited | Industrials | 2.41% |
| BHARAT PETROLEUM CORPORATION LTD. | Energy | 2.30% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.24% |
| INDIAN ENERGY EXCHANGE LIMITED | Financial Services | 2.14% |
| AFCONS INFRASTRUCTURE LIMITED | Industrials | 2.11% |
| FINOLEX CABLES LIMITED | Industrials | 2.09% |
| RITES LIMITED | Industrials | 2.04% |
| AHLUWALIA CONTRACTS INDIA LIMITED | Industrials | 1.98% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 1.96% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.80% |
| VOLTAMP TRANSFORMERS LIMITED | Industrials | 1.79% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 16.67% |
| Oil, Gas & Consumable Fuels | — | 16.45% |
| Construction | — | 14.86% |
| Telecommunication | — | 13.16% |
| Power | — | 10.86% |
| Construction Materials | — | 6.75% |
| Consumer Services | — | 6.17% |
| Metals & Mining | — | 5.75% |
| Services | — | 3.35% |
| Automobile and Auto Components | — | 2.73% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -10.37% | 0.97% | 15.47% | 43.51% | 72.98% | 78.4% |
| 3Y | 12.21% | 18.23% | 22.50% | 25.23% | 30.47% | 100.0% |
| 5Y | 12.64% | 15.23% | 20.54% | 23.78% | 25.83% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 52.5% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| LIC MF Infrastructure Fund-Regular Plan-Growth | LIC Mutual Fund | ₹1,047 Cr | 2.18% | +27.43% | +23.33% | 5★ |
| DSP India T.I.G.E.R. Fund - Regular Plan - Growth | DSP Mutual Fund | ₹5,789 Cr | 1.89% | +25.80% | +23.45% | 5★ |
| CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹989 Cr | 2.25% | +23.38% | +22.02% | 4★ |
| Invesco India Infrastructure Fund - Regular Plan - Growth Option | Invesco Mutual Fund | ₹1,457 Cr | 4.40% | +22.16% | +20.25% | 3★ |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹990 Cr | 2.26% | +21.32% | +18.65% | 3★ |
| HSBC Infrastructure Fund - Regular Growth | HSBC Mutual Fund | ₹2,413 Cr | 2.02% | +20.20% | — | 2★ |
| BANDHAN Infrastructure Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹1,502 Cr | 2.33% | +19.86% | +18.35% | 2★ |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | SBI Mutual Fund | ₹4,805 Cr | 1.90% | +18.97% | +18.75% | 2★ |
| Tata Infrastructure Fund-Regular Plan- Growth Option | Tata Mutual Fund | ₹2,084 Cr | 2.07% | +17.06% | +18.50% | 1★ |
| Motilal Oswal Infrastructure Fund-Regular-Growth | Motilal Oswal Mutual Fund | ₹131 Cr | 2.47% | — | — | 4★ |