Grow Your Wealth with Tata Infrastructure Fund

With inflation at rise, an extra source of wealth creation is the requirement of every person's financial needs. Now there are various options available today that promise to grow your money in so and so years, but not many of them remain true to their promises, making it really hard for investors to find and choose a good investment option. Well, to solve this problem of finding a good investment option, today, in this article we are going to talk about a mutual fund scheme, that can help you gain that extra wealth that you are looking for and the name of that scheme is Tata Infrastructure Fund. About the Fund Launched on Dec 31, 2004, as an open-ended scheme, this fund falls in the sectoral equity category. This scheme was launched with the objective to provide investors with medium and long-term capital gains, by investing in equities of infrastructure and related sectors. Currently, the Tata Infrastructure Fund NAV is Rs 51.85 (as on Jun 28, 2018) and it is managing an asset size of Rs 627 crore (as on May 31, 2018). In terms of the annual expenses, the fund has an expense ratio of 2.73% (as on May 31, 2018) and also an exit load of 0.25% will be charged, if you plan on redeeming the scheme before 90 days. No entry load will be charged on investors who are looking forward to enter this scheme. The minimum investment that is required by the scheme is Rs 5000 for lump sum and Rs 500 for starting a SIP. The Tata Infrastructure Fund is currently being managed by Mr. Rupesh Patel and Mr. Abhinav Sharma. Both of the fund managers have more than 12 years of experience in capital market. Fund Allocation The scheme invests in a diversity of equities and has investments in small, mid and large-cap companies. It invests around 41.26% of the total investment to equities in large-cap, 44.60% in mid caps and 14.13% in small cap equities. With 36.74% investment in infrastructure sector, the scheme also has major investments in sectors like engineering, finance, energy, metal, and construction. Now as for the holdings, the top holdings of the Tata Infrastructure Fund G include companies like Larsen & Turbo, Sadbhav Engineering, ICICI Bank, KNR Constructions, Power Grid Corporation and many other top performing equities. Past Performance Tata Infrastructure Fund has always been among the top performers in its respective category. The returns that the fund has given in 1, 3, and 5 years are -2.10%, 6.34%, and 15.07% respectively (as on Jun 28, 2018). With these returns, the scheme has beaten its benchmark (NIFTY Infrastructure) at every occasion. As for the worst performance, the scheme showed a little drop during the bearish market of 2008 but soon recovered from it. By looking at the returns’ past performance it will be safe to say that the risk associated with the fund is moderate. Who can Choose? This scheme is a great option for anybody who is looking for high capital gain by investing in infrastructure and related sector schemes and has a moderate risk appetite. The scheme has major investments in mid cap and large cap equities, providing it with a bundle of opportunities to grow. So, above we have discussed the Tata Infrastructure Fund and have seen all the related information. Now you can use this information to check if this fund is suitable for you or not and can make future investment decisions accordingly. Always keep in mind to do a self- research and to consult your financial adviser before reaching any conclusion. Read this article to get a brief overview of TATA Infrastructure Fund.