The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.
This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
The performance of the fund on a Fund Size metric has been Good
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Dec 5)
6 Month CAGR
To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector. The scheme does not assure or guarantee any returns
Launched (19y ago)
Dec 31, 2004
AUM in Crores
S&P BSE India Infrastructure TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Infrastructure Fund (Growth)||12,95,811||5,63,199||22.3%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
larsen & toubro ltd7.8%
grindwell norton ltd2.9%
cummins india ltd2.6%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,883 cr
₹ 11,693 cr
₹ 17,531 cr
₹ 10,182 cr
₹ 9,101 cr
Tata Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Infrastructure Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 15% over a period of 18 years. The fund was previously known as Tata Infrastructure Gr. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Abhinav Sharma.
Nav of Tata Infrastructure Fund (G) as of 12/5/2023 is ₹140.50 with the total AUM as of 12/6/2023 is ₹1318.484. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Infrastructure Fund (G) was launched on Dec 31, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Infrastructure Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Infrastructure Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE India Infrastructure TR INR.
Tata Infrastructure Fund (G) is rated as a 4 fund in Equity and delivered 34% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Infrastructure Fund (G).
What is Tata Infrastructure Fund (G)?
How to invest in Tata Infrastructure Fund (G)?
You can invest in Tata Infrastructure Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Infrastructure Fund (G)?
The minimum sip amount for Tata Infrastructure Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Infrastructure Fund (G) good to invest in?
As per Scripbox experts, Tata Infrastructure Fund (G) is a Top Ranked fund. You can investTata Infrastructure Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Infrastructure Fund (G)?
The expense ratio of the Tata Infrastructure Fund (G) is 2.23% for regular plan.