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Scheme Profile
Taurus Infrastructure Fund (G)
Summary Info
Fund Name : Taurus Mutual Fund
Scheme Name : Taurus Infrastructure Fund (G)
AMC : Taurus Mutual Fund
Type : Open
Category : Equity Theme - Infrastructure
Launch Date : 05-Feb-07
Fund Manager : Sadanand Shetty
Net Assets:Rs.Cr 14.71
NAV Graph
NAV Details
NAV Date : 18-May-12
NAV [Rs] : 10.24
Buy/Repurchase Price [Rs] : 10.14
Sell/Resale Price [Rs] : 10.24
Entry Load % : NIL
Exit Load % : 1% if exied before 1 years & NIL if exited after 1 years.
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax Benefits : 112(1) 
Min. Investment Rs : 5000
Increm.Investment Rs : 1000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return -1.73 -13.00 -17.62 -3.21 -19.81 10.30 -0.50 0.39
Category Avg -1.27 -11.46 -16.41 -3.88 -18.86 4.48 0.74 0.00
Category Best -0.59 -7.57 -7.98 2.68 -5.52 12.59 5.95 23.06
Category Worst -2.07 -16.35 -21.20 -11.02 -28.03 -6.00 -6.39 -18.50
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9421 10.9182 0.0655 0.2612 0.7595
Asset Allocation
Holdings 30-Apr-12
Company Name % Hold
Power Grid Corpn 5.68
Reliance Inds. 4.68
Va Tech Wabag 4.41
Larsen & Toubro 4.00
PTC India 3.90
Power Fin.Corpn. 3.77
Tata Power Co. 3.68
Crompton Greaves 3.40
Adani Ports 3.16
ICICI Bank 3.14
Guj Pipavav Port 3.11
Coal India 2.69
Bharat Forge 2.66
Tata Steel 2.57
HDFC Bank 2.48
Prestige Estates 2.47
Voltas 2.42
Bank of Baroda 2.24
Dev.Credit Bank 2.22
Cairn India 2.17
UltraTech Cem. 2.16
Sadbhav Engg. 2.14
Petronet LNG 2.11
Reliance Infra. 2.09
St Bk of India 2.09
CESC 2.08
GAIL (India) 2.01
Orbit Corpn. 1.70
Tata Motors 1.67
Ambuja Cem. 1.57
Bharti Airtel 1.45
Financial Tech. 1.41
Yes Bank 1.38
I D F C 1.23
GVK Power Infra. 1.07
Hathway Cable 0.93
Sterlite Inds. 0.91
Hindalco Inds. 0.89
Rel. Comm. 0.85
Hind.Zinc 0.74
Oberoi Realty 0.52
Cash & Bank Balance 3.95
Power Fin.Corpn. 0.24