A change to Taurus Infrastructure Fund’s asset-allocation pattern was reported as effective September 30, 2026, but the revised allocation limits could not be verified from an official notice or revised Scheme Information Document. Taurus’s fund page still displays the existing framework: 80–100% in equity and equity-related instruments and 0–20% in debt, cash, and money-market instruments. Treat the reported date and change as secondary-source information, not confirmation of the new terms.
What is reported to have changed?
A Value Research search result titled “Taurus Mutual Fund announces asset allocation revisions in its Taurus Infrastructure Fund” reports that the change was effective September 30, 2026. The result does not state the new allocation ranges or identify any revised categories. The full report could not be verified against an official Taurus notice or revised Scheme Information Document.
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Taurus’s fund page continues to display the established allocation pattern:
- 80–100% in equity and equity-related instruments.
- 0–20% in debt, cash, and money-market instruments.
Those are the ranges currently shown on the fund page; they are not confirmation of any revised terms taking effect in 2026. Until Taurus publishes or makes available the amendment documents, the exact new limits, categories, and rationale remain unconfirmed.
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What the allocation bands mean—and what they do not
Permitted asset allocation
Asset-allocation bands set the scheme’s permitted investment framework across broad asset classes. A change to those bands can alter what the fund is allowed to hold; it does not, on its own, show what the fund actually holds on a particular date.
Portfolio and sector weights
A factsheet’s sector percentages describe holdings at a point in time. They are not the scheme’s permitted asset-allocation limits. For example, Taurus’s September 2025 factsheet reported equity-sector weights of 18.62% in Oil, Gas & Consumable Fuels, 15.54% in Construction, and 11.99% in Telecommunication. These figures describe that dated portfolio, not the reported 2026 amendment.
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What kind of fund is Taurus Infrastructure Fund?
Taurus describes the scheme’s objective as seeking capital appreciation and income distribution through predominant investment in equity and equity-related securities of infrastructure-sector companies and related industries. Its named benchmark is the Nifty Infrastructure Index TRI, and its fund page labels the scheme “Very High Risk.” Those descriptions provide context for the fund’s existing orientation; they do not establish what, if anything, changed in the reported amendment.
What the September 2025 factsheet says about holdings
The September 2025 factsheet is historical portfolio context, not evidence of the fund’s current holdings or of the 2026 allocation terms. It reported these equity-sector weights:
| Sector | Weight reported in September 2025 |
|---|---|
| Oil, Gas & Consumable Fuels | 18.62% |
| Construction | 15.54% |
| Telecommunication | 11.99% |
| Capital Goods | 11.67% |
| Power | 11.30% |
| Construction Materials | 8.54% |
| Realty | 6.94% |
| Consumer Services | 5.38% |
| Automobile and Auto Components | 3.76% |
| Metals & Mining | 2.94% |
| Services | 2.79% |
| Consumer Durables | 0.10% |
The same factsheet listed Bharti Airtel at 9.78%, Reliance Industries at 6.96%, Larsen & Toubro at 6.68%, AFCONS Infrastructure at 5.22%, and Power Grid Corporation at 5.03% of net assets. Total equity was 99.56% and cash and cash equivalent was 0.44%. It reported 32 stocks; the top ten stocks accounted for 50.81% of the portfolio, the top five for 33.67%, and the top three sectors for 46.14%. Monthly average AUM was ₹9.53 crore and month-end AUM was ₹9.41 crore for the stated period. These figures should not be read as current holdings or as limits in the scheme mandate.
How to verify the amendment when reviewing fund documents
To understand the actual impact, compare Taurus’s revised Scheme Information Document or official notice with the prior scheme framework. Check the specific terms rather than inferring them from a portfolio factsheet:
- Compare the minimum and maximum permitted equity exposure.
- Check the permitted limits for debt, cash, and money-market instruments.
- Identify any instruments or infrastructure-related categories that were added, removed, or redefined.
- Confirm the effective date and any transition or rebalancing provisions.
- Determine whether the disclosure changes what the scheme may hold or merely reports a change in observed holdings.
Taurus’s fund page also mixes information with different dates: it shows performance as of August 31, 2026, while its portfolio-analysis section is dated July 30, 2021. That older portfolio-analysis date is a reason not to treat the page as a complete current portfolio record; use a dated monthly factsheet for holdings and the scheme documents for permitted allocation terms.
Performance is separate from the allocation announcement
Taurus’s fund page reports the following returns as of August 31, 2026. They are historical performance figures, not evidence of the amendment’s terms or its future effect.
Quick Recap
| Period | Regular growth | Direct growth | Nifty Infrastructure Index TRI |
|---|---|---|---|
| 1 year | -4.05% | -3.52% | 4.29% |
| 3 years | 9.19% | 9.73% | 16.51% |
| 5 years | 10.77% | 11.29% | 15.43% |
