Tata Infrastructure Fund predominantly invests in the equity and equity-related securities of infrastructure companies and businesses which help in the infrastructure development of the country. Performance of Tata Infrastructure Fund Growth aims at providing regular income and medium to long-term capital appreciation to investors. This Scheme is ideal for high-risk appetite investors because it is a sector fund with concentrated investment with little diversification.
|Fund Type||Open Ended|
|Benchmark||S&P BSE India Infrastructure|
|Asset Size(Cr)||558.88 (As on Mar 31, 2019)|
|Fund Manager||Rupesh Patel , Abhinav Sharma|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Last Dividend||Dividend- 2.3 (Mar-09-2015)|
|Exit Load||0.25 % For 90 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|L&T Infrastructure Fund (G)||-9.61%||15.49%||17.41%|
|Franklin Build India Fund (G)||7.25%||14.85%||21.57%|
|IDFC Infrastructure Fund (G)||-17.56%||12.61%||12.75%|
|Reliance Power & Infra Fund (G)||-14.57%||12.48%||11.87%|
|ICICI Prudential Infrastructure Fund (G)||-2.34%||12.08%||11.98%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
TATA Infrastructure Fund G is perhaps the first thing that you need to score good returns and make the most out of your investment. An open-ended equity oriented fund, it is rated amongst the best sector-oriented funds on the Indian soil. The primary focus of Tata Infrastructure Mutual Fund is given to Thematic-Infrastructure investing, where the objective is to leverage on the soaring opportunities arising in the course of infrastructure development of the nation.
TATA Infrastructure Fund Growth has been serving the Indian market for over 15 years, since its launch in the year 2004. It is backed up by some of the smartest and mightiest brains of the mutual fund industry who not only understand the business to its core, but also possess a strong vision for creating a brighter future. The primary objective of TATA Mutual Fund is to generate and distribute high income to the investors, together with earning medium to long term capital gains. They aim to achieve this objective by creating a dominance on equity and related investments through stocks of high-end infrastructure companies that are currently ruling the infrastructure industry.
India is a home to more than 1.3 billion individuals. In the last two decades, the population has grown to be more than twice than it was before. Such increasing rate of population poses an urgent requirement of redevelopment facilities, creating more and more residential apartments and other commercial buildings to serve the growing demands of the even more growing population. This includes building of new roads, more and better public utility buildings such as hospitals, schools, airports and railway stations. All this collectively indicates a gigantic scope of expansion in the infrastructure industry, requiring an influx of huge sums of money.
A recent study has revealed that by the end of 2040, India would have spent $ 4.5 trillion to develop the infrastructure facilities in order to improve the communal well-being and uplift the standards of the economy. Further, the reports say that the Indian government is doing everything in its power to enhance the telecom industry and built new power plants, which will play an important role in bringing up the economy to a stable level.
All the above factors are an indicators that India has an immense potential for growth and expansion in the infrastructure sector. Thus, investing in infrastructure-oriented mutual funds will open new doors of success for the investors and provide better ways of earning heavy incomes.
It is a well-known fact that TATA Mutual Fund is one of the premier asset management companies not only in the Indian Territory, but across the globe. Its history of serving the money market industry is more than two decades old in which it has established itself as one of the best mutual fund houses to collaborate with for an investment. The products of this AMC are available in all the sectors that one could possibly think of, including the booming infrastructure sector.
The data stated above regarding the infrastructure facilities of India determines an important fact that investing in the infrastructure industry will be a lucrative prospect for many investors. Keeping these facts in the limelight, TATA MF introduced TATA Infrastructure Fund Growth where the primary focus is given to the infrastructure industry. This fund involves majority of its investment in Equity and related instruments, where only a small chunk is incorporated in Debt. Apart from a keen focus on infrastructure and construction industry, it pays due importance to engineering, financial, energy and metal industry. This enables the TATA Infrastructure Scheme to incorporate the combined benefits of all the booming sectors of the market and thus, create a valuable portfolio which is capable of earning good returns for its subscribers.
The first and the most important step in beginning a mutual fund investment is to complete a checklist. This checklist involves going through certain figures, analysing certain manoeuvres and anticipating the future. In other words, it involves careful analysis of the past performance, the knowledge of the Net Asset Value as well the total assets, and acknowledging the future prospects of the fund. Given below is a brief account of TATA Infrastructure Fund – Regular Plan (Growth) that describes the essential details that you ought to know before starting an investment in this fund: -
Hence, it can be concluded that apart from technology, infrastructure is one of the most lucrative sectors in the Indian economy. Betting on it through TATA Infrastructure Mutual Fund G Nav can surely multiply your chances of gaining good wealth. At MySIPonline, you’ll be served with the best of the technologies that includes your personal dashboard to monitor your fund’s daily performance; the SIP calculator to analyse the value of your SIP investments at different time horizons; and the Tax Calculator to determine the tax liabilities for any given year.
Also Read Our Blog: Top 3 Infrastructure Funds for 2019
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