NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Taurus Infrastructure Fund - Growth Option for NRI [71.02]

Min Investment

500

Fund Size

9.93 Cr

Expense Ratio

2.5%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

71.02

0.24%

NAV as on 16 Dec 24, 12:00 AM

very high risk

equity infrastructure

equity

NAV as on 16 Dec 24, 12:00 AM

very high risk

equity infrastructure

equity

28.71%p.a.

Last 1Y

22.81%p.a.

Last 3Y

24.12%p.a.

Last 5Y

11.53%p.a.

Since Inception

About Taurus Infrastructure Fund - Growth Option for NRIs

NRIs can achieve long-term capital appreciation by investing in the Taurus Infrastructure Fund - Growth Option scheme from Taurus Asset Management Company Limited. It is a Equity - Infrastructure mutual fund scheme that predominantly invests in Equity - Infrastructure stocks of companies. Launched on Mar 2007, Taurus Infrastructure Fund - Growth Option is Equity - Infrastructure fund of its category with 9.93 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Infrastructure funds.

  • Taurus Infrastructure Fund - Growth Option delivered 28.7% annual returns during the last year. It has delivered 11.5% average annual returns since the fund was launched.
  • Taurus Infrastructure Fund - Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

To provide capital appreciation and income distribution to unitholders by investing pre-dominantly in equity and equity related securities of the companies belonging to infrastructure sector and it’s related industries.

Top 10 Holdings

Bharti Airtel Ltd

7.63%

Reliance Industries Ltd

6.98%

Larsen & Toubro Ltd

6.02%

Chemtech Industrial Valves Ltd

5.97%

Afcons Infrastructure Ltd

4.83%

Aditya Birla Real Estate Ltd

3.95%

NTPC Ltd

3.86%

TARC Ltd Ordinary Shares

3.61%

DLF Ltd

3.53%

Praj Industries Ltd

3.13%

Fund Managers

  1. Anuj Kapil (Nov 2023 - Present)

Key Information

View Scheme Document

Taurus Infrastructure Fund - Growth Option SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Taurus Infrastructure Fund - Growth Option

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Taurus Infrastructure Fund - Growth Option?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Taurus Infrastructure Fund - Growth Option
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions