Tata Infrastructure Fund-Regular Plan- Growth Option

Tata Infrastructure Fund-Regular Plan- Growth Option is a scheme launched by Tata Mutual Fund on December 31, 2004, and falls under the Infrastructure fund category. It currently manages an AUM of Rs 2,138.31 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 2.06% for managing the portfolio.

• Investing Strategy:

  To provide income distribution and or medium to long term capital gains by investing predominantly in equity, equity related instrument of companies in infrastructure sector.

• Performance:

  Tata Infrastructure Fund-Regular Plan- Growth Option trailing returns over different times are -13.54% (1 year), 17.45% (3 year) and 28.57% (5 year). The average annual return of this fund stands at -4.82%.