NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹66.03
0.67%
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
28.31%p.a.
Last 1Y
19.41%p.a.
Last 3Y
22.08%p.a.
Last 5Y
11.59%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 10.35 Cr fund under management as on Nov 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 28.3% annual returns during the last year. It has delivered 11.6% 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
- Anuj Kapil (Nov 2023 - Present)
Key Information
View Scheme Document
Taurus Infrastructure Fund - Growth Option SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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ICICI Prudential Infrastructure Fund Growth
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31.0%
DSP India T.I.G.E.R. Fund - Plan - Growth
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29.2%
SBI Infrastructure Fund Growth
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24.6%
Frequently Asked Questions
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