Should I invest in Taurus Infrastructure Fund?

We don't give personal investment advice. Taurus Infrastructure Fund -Dividend Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.5%. 5-year CAGR: 11.71%.

Taurus

Taurus Infrastructure Fund -Dividend Option

Latest NAV

₹58.5800

As of

10 Jun 2026

4,724 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.81%	+0.52%	-1.34	112 / 122	Q4
1W	-2.38%	-0.65%	-1.74	105 / 122	Q4
2W	-5.18%	-1.97%	-3.21	121 / 122	Q4
1M	-4.31%	-1.57%	-2.74	116 / 122	Q4
3M	+1.37%	+2.70%	-1.33	67 / 122	Q3
6M	-5.35%	-1.28%	-4.07	77 / 122	Q3
YTD	-7.97%	-2.48%	-5.48	90 / 122	Q3
1Y	-9.08%	-0.10%	-8.98	96 / 120	Q4
2Y	-3.99%	+2.58%	-6.57	95 / 116	Q4
3Y	+13.73%	+14.25%	-0.52	52 / 112	Q2
4Y	+14.75%	+14.89%	-0.15	57 / 105	Q3
5Y	+11.71%	+11.91%	-0.20	52 / 104	Q2
7Y	+13.96%	+13.71%	+0.25	48 / 99	Q2
10Y	+13.72%	+11.54%	+2.18	31 / 93	Q2
Inception	+9.63%	+10.71%	-1.08	66 / 122	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-7.97%	-2.67%	-5.29	86 / 118
2025	-0.27%	+3.20%	-3.46	63 / 115
2024	+18.00%	+19.60%	-1.60	61 / 113
2023	+40.11%	+31.56%	+8.55	29 / 108
2022	+5.12%	+2.19%	+2.93	50 / 104
2021	+37.53%	+32.41%	+5.12	42 / 102
2020	+12.79%	+18.32%	-5.53	55 / 100
2019	-0.04%	+5.50%	-5.54	73 / 97
2018	-8.63%	-10.07%	+1.44	43 / 94
2017	+43.63%	+30.10%	+13.53	14 / 93
2016	+7.67%	-0.25%	+7.92	17 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.20%

222 windows

min -66.8% · max 184.7%

61% positive

3-Year rolling

+11.77%

198 windows

min -17.6% · max 30.8%

81% positive

5-Year rolling

+11.15%

173 windows

min -6.0% · max 27.2%

91% positive

7-Year rolling

+11.10%

149 windows

min -0.2% · max 17.8%

99% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.94%

3-year · annualised

Sharpe ratio

0.47

vs risk-free 6.5%

Sortino ratio

0.83

Downside-only deviation

Max drawdown

-25.45%

Oct 2024 → Mar 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹16.9470	10 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹26.7441	10 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.3828	10 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.4100	10 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.4784	10 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.1874	10 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹65.7260	10 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹63.3900	10 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.5913	10 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.3900	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹58.5800
9 Jun 2026	₹59.0600
8 Jun 2026	₹58.7900
5 Jun 2026	₹59.6300
4 Jun 2026	₹59.9400
3 Jun 2026	₹60.0100
2 Jun 2026	₹60.0800
1 Jun 2026	₹59.9800
29 May 2026	₹61.0300
27 May 2026	₹61.7800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 10 Jun 2026, the NAV of Taurus Infrastructure Fund -Dividend Option is ₹58.5800. It's a Sectoral/Thematic Fund from Taurus, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Infrastructure Fund -Dividend Option has NAV history starting from 02 Apr 2007, a track record of about 19 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Taurus Infrastructure Fund -Dividend Option is managed by Taurus. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Infrastructure Fund -Dividend Option has delivered a absolute return of -9.08% — -8.98 pp behind the Sectoral/Thematic Fund category average of -0.10%. The fund ranks #96 of 120 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Infrastructure Fund -Dividend Option has delivered a CAGR of 13.73% — -0.52 pp behind the Sectoral/Thematic Fund category average of 14.25%. The fund ranks #52 of 112 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Taurus Infrastructure Fund -Dividend Option has delivered a CAGR of 11.71% — -0.2 pp behind the Sectoral/Thematic Fund category average of 11.91%. The fund ranks #52 of 104 in its category — the second (Q2) quartile.

₹1 lakh invested in Taurus Infrastructure Fund -Dividend Option exactly 10 years ago would be worth approximately ₹361,828 today — a multiplier of 3.62×, based on the 10-year CAGR of 13.72%. The category average over the same window would have grown ₹1 lakh to ₹298,137.

A ₹10,000 monthly SIP in Taurus Infrastructure Fund -Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹755,350 today. That's an XIRR (money-weighted annualised return) of 9.14%.

A ₹10,000 monthly SIP for 10 years in Taurus Infrastructure Fund -Dividend Option = ₹1,200,000 invested. It would currently be worth ₹2,349,748 (multiplier 1.96×). XIRR: 12.89%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Infrastructure Fund -Dividend Option ranks #52 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.91%; this fund delivered 11.71%.

The worst peak-to-trough decline Taurus Infrastructure Fund -Dividend Option has experienced over the last 5-year window is 25.45% — its NAV fell from a high on 01 Oct 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Taurus Infrastructure Fund -Dividend Option averaged 11.15% (best 27.18%, worst -5.97%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is 0.37 — weak risk-adjusted performance.

In calendar year 2025, Taurus Infrastructure Fund -Dividend Option returned -0.27% — lagging the Sectoral/Thematic Fund category average of 3.20% by 3.46 pp. It ranked #63 of 115 in its category that year.

Taurus Infrastructure Fund -Dividend Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Taurus Infrastructure Fund -Dividend Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.5%. 5-year CAGR: 11.71%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.