Taurus Infrastructure Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?
- September 10, 2026
- Posted by: Chaitanya Auti
- Category: Mutual Funds
Taurus Infrastructure Fund Direct Growth Plan currently has a NAV of ₹66.91 as of 09 Sep 2026 and a scheme AUM of ₹8 Cr. Its 1-year, 3-year and 5-year returns are -7.1%, 8.06% and 10.45%, and the fund sits in the High Risk category.
Our view is that this is a specialist equity fund for investors who can live with sharp swings in the shorter term while still judging the fund over a longer horizon. The recent one-year result is weak, but the three- and five-year numbers are positive, which suggests the return pattern has been uneven rather than steadily strong.
Quick facts
| Particular | Details |
|---|---|
| NAV | ₹66.91 as of 09 Sep 2026 |
| AUM | ₹8 Cr |
| Expense Ratio | 1.95% |
| Launch Date | 01 Jan 2013 |
| Min SIP | ₹500 |
| Risk Category | High Risk |
| Benchmark | Nifty 50 |
| Fund Category | Equity |
| Exit Load | 1% on or before 365D, Nil after 365D |
| Fund Managers | Anuj Kapil |
The fund is managed by Anuj Kapil.
Source data date: as of 09 Sep 2026
Performance
| Period | Fund return | Benchmark return |
|---|---|---|
| 1M | -4.02% | -4.69% |
| 3M | -0.52% | 0.93% |
| 1Y | -7.1% | -7.16% |
| 3Y | 8.06% | 6% |
| 5Y | 10.45% | 5.87% |
The recent picture is mixed. The fund has been slightly better than the benchmark over one month and one year, but it lagged the benchmark over three months. That tells us the short-term path has not been smooth, even though the one-year decline is less severe than the benchmark’s fall.
Over three years and five years, the fund has stayed ahead of the benchmark. The gap is not dramatic, but it does show that the portfolio has been able to compound better than the index over a full market cycle. For a High Risk equity fund, that longer-run edge matters more than any single weak quarter.
The pattern in the return path also suggests volatility. The fund has gone through periods of recovery and setback rather than a straight upward move. That matters for investors because a specialist infrastructure-oriented equity fund can behave differently from a broad market benchmark, especially when sentiment rotates away from cyclicals.
Our reading is that the fund’s longer-term record is stronger than its recent spell. Investors who focus only on the last year may miss the fact that the three- and five-year outcomes are still positive, while investors who focus only on the multi-year gains may underestimate the uneven journey required to get there.
Source data date: as of 09 Sep 2026
Should you BUY or HOLD Taurus Infrastructure?
A fund’s past returns alone don’t tell you whether you should buy it today or continue holding it.
The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.
Already holding Taurus Infrastructure? Thinking of investing now?
Peer comparison
| Fund | 1Y return | 3Y return | 5Y return |
|---|---|---|---|
| Taurus Infrastructure Fund Direct Growth Plan | -7.1% | 8.06% | 10.45% |
| ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan | 71.49% | 36.55% | Data not available |
| Motilal Oswal Active Momentum Fund Direct Growth Plan | 30.08% | Data not available | Data not available |
| Kotak Healthcare Fund Direct Growth Plan | 28.85% | Data not available | Data not available |
| HDFC Pharma and Healthcare Fund Direct Growth Plan | 28.6% | Data not available | Data not available |
| PGIM India Healthcare Fund Direct Growth Plan | 27.47% | Data not available | Data not available |
This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.
The peer table shows a clear short-term gap: the fund’s one-year return is negative, while the comparison set has delivered strongly positive one-year numbers. That does not change the fund’s longer picture, but it does mean recent momentum has been far weaker than the peer examples shown here.
On the longer horizon, the fund’s 3-year and 5-year returns are both positive, which is healthier than the current one-year result and better than the benchmark over those same periods. The available peer data is mixed on longer horizons because most peers do not have 3-year or 5-year figures in this set, so the comparison is more useful for recent performance than for full-cycle evaluation.
In our view, the main takeaway is that the fund and the peers are telling different stories. The fund has shown a more subdued recent outcome, while several peers have had much stronger one-year runs. At the same time, the fund’s own multi-year record still supports a longer-term investment case for investors who are comfortable with uneven returns.
Source data date: as of 09 Sep 2026
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Portfolio: where your money goes
| Holding | Sector | Weight |
|---|---|---|
| Bharti Airtel Ltd. | Telecom | 9.5% |
| Larsen & Toubro Ltd. | Infrastructure | 8.04% |
| Reliance Industries Ltd. | Crude Oil | 7.16% |
| Power Grid Corporation of India Ltd. | Power | 5.17% |
| Skyways Air Services Ltd. | Domestic Equities | 4.8% |
| Vodafone Idea Ltd. | Telecom | 4.32% |
| Ultratech Cement Ltd. | Construction Materials | 3.74% |
| Le Travenues Technology Ltd. | Hospitality | 3.54% |
| NTPC Ltd. | Power | 3.34% |
| Rites Ltd. | Capital Goods | 3.07% |
The top 10 holdings account for approximately 52.68% of the portfolio.
To see all holdings, visit the Taurus Infrastructure Fund Direct Growth Plan page
The largest position, Bharti Airtel Ltd., is 9.5%, which is meaningful but not extreme for an equity portfolio. The tenth holding is 3.07%, so the drop from the largest position to the tenth is noticeable but not abrupt, which suggests the fund is not relying on a single oversized bet.
Even so, the combined weight of the top 10 holdings is 52.68%, and the fund has 34 holdings in total. That means the visible core is fairly substantial, while the rest of the portfolio is spread across a longer tail of smaller positions that may still matter, but likely with less influence than the biggest names.
Our reading is that the portfolio looks moderately concentrated at the top rather than broadly diffused across many equally weighted positions. The mix may help the fund express a clear view on selected companies and sectors, but it can also make the return pattern more sensitive to a handful of holdings when those positions move sharply.
Source data date: as of 09 Sep 2026
Who should invest
This fund fits investors who can tolerate High Risk equity exposure and who are willing to stay invested long enough for the multi-year pattern to matter. The three-year and five-year returns are positive, but the one-year figure is negative, so the experience may be uneven before the longer view starts to show up.
It is more suitable for a long horizon than for anyone looking for steady near-term outcomes. The benchmark comparison shows that the fund can edge ahead over longer periods while still slipping in the short run, which means the trade-off is accepting volatility in exchange for the chance of better compounding over time.
The portfolio’s top holdings are meaningful in size, so the fund may move with a relatively small group of companies and sectors. That makes it better suited to investors who understand cyclical equity funds and are comfortable with periods of underperformance versus the broad market.
Tax and exit load
| Holding period | Tax rate | Description |
|---|---|---|
| Units held less than 1 year | 20% | Short-term capital gains tax |
| Units held more than 1 year | 12.5% | Long-term capital gains tax |
Exit load: 1% if units are sold on or before 365 days; nil after 365 days.
Source data date: as of 09 Sep 2026
Frequently asked questions
What is the current NAV of Taurus Infrastructure Fund Direct Growth Plan?
Its NAV is ₹66.91 as of 09 Sep 2026.
What are the fund’s 1-year, 3-year and 5-year returns?
The fund’s returns are -7.1% for 1 year, 8.06% for 3 years and 10.45% for 5 years.
How has it done versus the benchmark?
It has been ahead of the Nifty 50 over 3 years and 5 years, while the 1-year result is very close to the benchmark’s decline.
How does it compare with the peer funds shown here?
Its 1-year return is much weaker than the peer funds shown, while its 3-year and 5-year record remains positive where the comparable peer data is available.
What is the minimum SIP amount?
The minimum SIP amount is ₹500.
Who manages the fund and what is the exit load?
Anuj Kapil manages the fund. The exit load is 1% if units are sold on or before 365 days, and nil after 365 days.
Bottom line
Taurus Infrastructure Fund Direct Growth Plan has a weak one-year result but a better three- and five-year record, so its recent behaviour is clearly different from its longer-term picture. Against the benchmark, it has held up better over the longer periods, while the peer set shown here has posted much stronger recent one-year numbers. The risk profile is High Risk, and the portfolio’s top holdings make up a meaningful share of assets, so this is a fund for investors who can accept uneven performance in pursuit of longer-run compounding.
Published on 10 September 2026 at 3:24 PM IST
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RIA disclosure
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.