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Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 27/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)8.69%
- Expense ratio (20%)2.05%
- AUM (15%)₹9 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Taurus Mutual Fund · Equity · Sectoral
₹67.37
AUM: ₹8 Cr
NAV updated 20 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
2.05%
Exit Load
Exit load of 1%, if redeemed within 365 days.
Fund Manager
Prasanna Pathak
Inception
Jan 2013
Benchmark
NIFTY Infrastructure Total Return Index
Sharpe Ratio
-0.91
Std Dev (1Y)
15.53%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.47%
3m
-1.59%
6m
-0.56%
1y
-5.77%
3y
+8.69%
5y
+10.75%
10y
+12.82%
since inception
+9.51%
TopFund's Take on Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option lags behind most of its peers in the Sectoral category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 27/100.
Cost: At 2.05%, the expense ratio runs 107% above the Sectoral category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.91 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.53% is fairly typical for Sectoral funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
The current NAV (Net Asset Value) of Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option is ₹67.37. NAV is updated every business day after market close by AMFI.
1Y: -5.77% · 3Y CAGR: 8.69% · 5Y CAGR: 10.75%
The expense ratio of Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option is 2.05% per annum. This is the annual fee charged by the fund to manage your investment.
Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option is managed by Prasanna Pathak at Taurus Mutual Fund.
Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Taurus Infrastructure Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option is ₹9 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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