Investment Objective and Approach

Taurus Infrastructure Fund aims to provide capital appreciation and income distribution to unitholders by investing predominantly in equity and equity related securities of companies belonging to the infrastructure sector and its related industries. The fund is mandated to invest at least 80 percent of its assets in the shares of companies engaged in infrastructure-related activities.

The scheme invests in companies belonging to the infrastructure sector, its related industries inclusive of suppliers of capital goods, raw materials and other supportive services to the infrastructure companies. The fund focuses on identified sectors associated with infrastructure theme like transport, telecom, power, petroleum, steel etc, with some investment in debt and money instruments.

The fund follows a sector-focused approach, concentrating investments in infrastructure-related businesses that are expected to benefit from India's infrastructure development story. The fund is suited for individuals looking at returns and have a long-term investment outlook and higher tolerance for risk.

Key Investment Details:

- Asset Under Management (AUM): ₹9.81 Cr as of August 14, 2025

- Expense Ratio: 2.44% for Regular Plan

- Direct Plan Expense Ratio: 1.95%

- Minimum SIP Investment: ₹500

- Minimum Lumpsum Investment: ₹500

- Exit Load: 1% if redeemed within 365 days

Fund Managers

Current Fund Manager: Prasanna Pathak is the Current Fund Manager of Taurus Infrastructure Fund, though Prasanna Pathak, the former CEO of the AMC has resigned from his position and Rohit Kumar Chawda has taken the responsibilities of CEO of the AMC till a full time CEO is appointed, effective from March 24, 2023.

Prasanna Pathak's Background:

- B.Tech. (Chemical) from LIT and PGDM (Finance) from S.P. Jain Institute of Management – Mumbai

- Over 17 years of experience in the field of research as well as Finance and Money Management

- Previously worked with Hindustan Unilever as research analyst for 2 years, UTI Mutual Fund as Asst. Fund Manager & research analyst for 4.5 years, Taurus Mutual Fund as Fund Manager-Equity for 3 years & IndiaFirst Life as Fund Manager Equity for 5.5 years

Other Key Personnel:

- Anuj Kapil has overall experience of 19 years in Managing wealth management and handling Risk Management Process for various Corporates, working with Religare Securities Ltd as AVP- Risk & Operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt Ltd. as Head of Research

About the Fund House (AMC)

Taurus Mutual Fund is one of India's established private sector Asset Management Companies. Taurus Mutual Funds is one of India's largest privately-owned Mutual Fund houses. It has been in constant operations since 1993 when the Indian Government mostly owned the biggest players in the business. Taurus Mutual Fund was also one of the first private players in Mutual Funds to register themselves with the SEBI.

Key Highlights:

- Registered with Code No. MF/002/93 with SEBI and is currently one of India's 10 largest Mutual Funds in terms of Assets Under Management

- First private player to receive permission to manage investment profiles from NRIs and FIIs

- Total AUM of Rs. 739.26 Crore as of 2024

- Over 25 years of operations, expanding portfolio to several Long Term and Short-Medium Term Mutual Funds

Corporate Structure:

- The Mutual Fund is managed by HB Portfolio Limited, which is also the Asset Management Company or AMC

- Board of Trustees in the form of the Taurus Investment Trust Company, which is the de facto management of the Private Mutual Fund Company

Should I Invest in Taurus Infrastructure Fund?

Investment Considerations:

Suitable For:

- Investors with long-term investment horizon (minimum 5 years)

- Those with high risk tolerance as infrastructure funds are inherently volatile

- Investors believing in India's infrastructure development story

- Those comfortable with sector-concentrated investments

Risk Factors:

- The fund is rated Very High risk

- Experts believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team

- Warning: Do not invest in this, or any other infrastructure fund, if you need to redeem your investment in less than five years

Performance Metrics:

- The fund has delivered 10.47% returns since inception

- CAGR return of 14.51% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.09%, 16.97% and 25.93% respectively

Investment Approach:

- If you do invest, you must do so only through the SIP route to average out volatility over time

FAQs

What is today's NAV of Taurus Infrastructure Fund?

The NAV fluctuates daily based on market conditions. You can check the current NAV on Allvest's platform or the official Taurus Mutual Fund website.

What is the AUM of Taurus Infrastructure Fund?

The fund currently has an Asset Under Management (AUM) of ₹9.81 Cr as of August 14, 2025.

What is the expense ratio of Taurus Infrastructure Fund?

The expense ratio for Regular Plan is 2.44% and Direct Plan expense ratio is 1.95%.

What are the returns of Taurus Infrastructure Fund since inception?

The fund has delivered 10.47% returns since inception. However, returns vary based on market conditions and past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in Taurus Infrastructure Fund?

The minimum SIP investment amount is ₹500.

How do I invest in Taurus Infrastructure Fund?

You can invest in Taurus Infrastructure Fund through Allvest's platform with a simple online process. Complete your KYC, choose between Regular or Direct plan, and start investing.

How to start a SIP in Taurus Infrastructure Fund?

Log into your Allvest account, select Taurus Infrastructure Fund, choose SIP option, set your monthly amount (minimum ₹500), and select the date for automatic deductions.

How do I automate an SIP in Taurus Infrastructure Fund?

Set up an auto-debit mandate through Allvest's platform. This will automatically deduct your SIP amount from your bank account on the chosen date each month.

How can I withdraw/redeem my investment in Taurus Infrastructure Fund?

You can redeem your investment through Allvest's platform by placing a redemption request. Note that there's a 1% exit load if redeemed within 365 days.