Loading mutual fund details…
Taurus Infrastructure Fund - Direct 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 23.08%, with the bottom and top quartiles at 18.81% and 25.77% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 1.87% 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 | -9.94% | 1.38% | 16.07% | 44.21% | 73.68% | 79.7% |
| 3Y | 12.71% | 18.81% | 23.08% | 25.77% | 31.02% | 100.0% |
| 5Y | 13.27% | 15.76% | 21.08% | 24.33% | 26.39% | 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.
What an investor SIPping into this fund actually got during named market shocks.
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 |
|---|
| DSP India T.I.G.E.R. Fund - Direct Plan - Growth | DSP Mutual Fund | ₹5,789 Cr | 0.89% | +27.06% | +24.59% | 5★ |
| CANARA ROBECO INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹989 Cr | 1.00% | +24.97% | +23.53% | 5★ |
| Invesco India Infrastructure Fund - Direct Plan - Growth Option | Invesco Mutual Fund | ₹1,457 Cr | 3.16% | +23.80% | +21.89% | 3★ |
| Sundaram Infrastructure Advantage Fund Direct Plan - Growth | Sundaram Mutual Fund | ₹990 Cr | 1.70% | +22.01% | +19.32% | 3★ |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | SBI Mutual Fund | ₹4,805 Cr | 1.04% | +19.90% | +19.54% | 3★ |
| Mirae Asset Infrastructure Fund - Direct Plan - Growth | Mirae Asset Mutual Fund | ₹398 Cr | 1.59% | — | — | — |