Taurus Infrastructure Fund Direct Growth

Scheme code: INF044D01CD3 NAV value: ₹ 66.8600 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-7.87	71.18	32.12	29.45
3 year	9.80	32.02	22.38	21.23
5 year	2.11	29.63	14.93	15.79
7 year	6.16	19.18	14.13	14.27
10 year	11.70	20.34	16.13	16.08
12 year	13.92	16.33	15.31	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	32.12
3 year	6.28	33.32	15.79	22.38
5 year	3.54	26.02	13.5	14.93
7 year	3.33	15.62	11.71	14.13
10 year	3.49	17.22	10.6	16.13
12 year	3.07	16.17	10.84	15.31
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	32.12
3 year	9.08	58.7	29.31	22.38
5 year	3.67	48	18.04	14.93
7 year	3.8	31.03	14.14	14.13
10 year	3.8	28.93	12.39	16.13
12 year	3.63	26.65	12.59	15.31
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	32.12
3 year	7.68	33.37	17.09	22.38
5 year	2.35	27.63	13.51	14.93
7 year	3.76	16.01	12.07	14.13
10 year	3.56	16.94	10.92	16.13
12 year	3.31	16.54	11.01	15.31
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	32.12
3 year	8.04	34.46	18.26	22.38
5 year	3.37	28.64	14.21	14.93
7 year	3.97	16.42	12.41	14.13
10 year	3.53	17.72	11.22	16.13
12 year	3.1	16.97	11.31	15.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 32.12% - Median return: 36.83% - Average standard deviation: 6.82

Rolling return for 3 year

- Average return: 22.38% - Median return: 22.89% - Average standard deviation: 2.14

Rolling return for 5 year

- Average return: 14.93% - Median return: 14.44% - Average standard deviation: 1.13

Rolling return for 7 year

- Average return: 14.13% - Median return: 14.21% - Average standard deviation: 0.88

Rolling return for 10 year

- Average return: 16.13% - Median return: 16.37% - Average standard deviation: 0.67

Rolling return for 12 year

- Average return: 15.31% - Median return: 15.45% - Average standard deviation: 0.57

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,03,849	1,03,849	8.66
3 year	36,00,000	49,93,540	13,93,540	11.53
5 year	60,00,000	93,22,257	33,22,257	9.21
7 year	84,00,000	1,44,36,836	60,36,836	8.04
10 year	1,20,00,000	2,89,01,447	1,69,01,447	9.19
12 year	1,44,00,000	4,02,58,886	2,58,58,886	8.95

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	8.66
3 year	7.3	11.53
5 year	7.48	9.21
7 year	6.39	8.04
10 year	5.95	9.19
12 year	6.11	8.95

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	8.66
3 year	20.64	11.53
5 year	13	9.21
7 year	9.48	8.04
10 year	7.99	9.19
12 year	8.12	8.95

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	8.66
3 year	8.22	11.53
5 year	7.77	9.21
7 year	6.6	8.04
10 year	6.23	9.19
12 year	6.37	8.95

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	8.66
3 year	8.71	11.53
5 year	8.22	9.21
7 year	6.82	8.04
10 year	6.47	9.19
12 year	6.6	8.95

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,03,849 - Absolute Returns: ₹1,03,849 - CAGR: 8.66%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,93,540 - Absolute Returns: ₹13,93,540 - CAGR: 11.53%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,22,257 - Absolute Returns: ₹33,22,257 - CAGR: 9.21%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,44,36,836 - Absolute Returns: ₹60,36,836 - CAGR: 8.04%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,89,01,447 - Absolute Returns: ₹1,69,01,447 - CAGR: 9.19%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,02,58,886 - Absolute Returns: ₹2,58,58,886 - CAGR: 8.95%