Taurus Infrastructure Fund
Direct · Growth ₹69.68
20 Jul 2026
NAV
16.2%
3Y CAGR
15.5%
5Y CAGR
15.8%
10Y CAGR
15.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.87
Sharpe
-37.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.72 L | 20.2% | -50.9% | 143.4% |
| 3 Years | ₹36.00 L | ₹45.75 L | 16.0% | -21.2% | 39.2% |
| 5 Years | ₹60.00 L | ₹89.21 L | 15.7% | -7.4% | 32.8% |
| 7 Years | ₹84.00 L | ₹1.45 Cr | 15.5% | -0.1% | 25.4% |
| 10 Years | ₹1.20 Cr | ₹2.81 Cr | 16.5% | 12.1% | 20.9% |
| 12 Years | ₹1.44 Cr | ₹3.99 Cr | 15.7% | 12.7% | 18.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.2% | 14.5% | 13.7% | +5.7% |
| 3 Years | 16.0% | 11.2% | 17.3% | +4.8% |
| 5 Years | 15.7% | 10.4% | 17.0% | +5.2% |
| 7 Years | 15.5% | 10.6% | 16.6% | +4.9% |
| 10 Years | 16.5% | 11.5% | 16.9% | +5.0% |
| 12 Years | 15.7% | 11.4% | 16.5% | +4.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.8% | 12.6% | -29.8% | 98.7% | 0.48 | 1.51 | 72% | — | — |
| 3 Years | 16.2% | 16.6% | -5.6% | 32.6% | 1.27 | 4.84 | 96% | — | — |
| 5 Years | 15.5% | 15.6% | -0.8% | 29.6% | 1.43 | 11.63 | 100% | — | — |
| 10 Years | 15.8% | 15.6% | 11.7% | 20.1% | 4.87 | — | 100% | — | — |
-37.3%
Max Drawdown
27 mo
Drawdown Duration
9 mo
Recovery Time
-8.4%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.43
3Y
0.41
5Y
0.39
7Y
0.42
10Y
0.44
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -2.73 | 1.03 | 98.5% | 102.2% | -6.1% | -3.1% |
| 3 Years | +6.01 | 1.14 | 115.5% | 108.8% | 13.4% | 7.3% |
| 5 Years | +3.16 | 1.04 | 103.5% | 99.3% | 12.3% | 9.1% |
| 7 Years | +5.29 | 0.88 | 93.4% | 87.6% | 15.8% | 11.1% |
| 10 Years | +3.36 | 0.90 | 94.7% | 90.6% | 14.0% | 11.1% |
| 12 Years | +2.89 | 0.92 | 95.8% | 92.0% | 12.7% | 10.1% |
| 15 Years | +2.22 | 0.95 | 99.1% | 96.2% | 11.8% | 9.8% |
30
Total Holdings
52.1%
Top 10 Weight
16
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd. | 10.05% |
| 2 | Larsen & Toubro Ltd. | 7.86% |
| 3 | Reliance Industries Ltd. | 7.11% |
| 4 | Power Grid Corporation of India Ltd. | 5.49% |
| 5 | Vodafone Idea Ltd. | 4.01% |
| 6 | NTPC Ltd. | 3.81% |
| 7 | Ultratech Cement Ltd. | 3.59% |
| 8 | Grasim Industries Ltd. | 3.55% |
| 9 | Oil & Natural Gas Corporation Ltd. | 3.38% |
| 10 | Insolation Energy Ltd. | 3.24% |