Tata Infrastructure Fund (G)

Tata Infrastructure Fund (G)

Equity | Sectoral / Thematic
Returns 9.21% annually for last 1 yr
NAV on 23 Jun 2026₹184.42
Min SIP Amount₹100

About Tata Infrastructure Fund (G)

Tata Infrastructure Fund (G) has an Asset Under Management (AUM) of Rs. 2092.77 Cr as on 2026-06-23. The fund has an expense ratio of 2.03, which is quite reasonable as compared to most other Equity mutual fund schemes.

Key features of Tata Infrastructure Fund (G)

Tata Infrastructure Fund (G) is a Equity mutual fund scheme from Tata Mutual Fund. This fund has been launched on 2004-11-25. The sub-category of this fund is Sectoral / Thematic. The 1-year, 3-year and 5-year returns of this fund were 9.21, 17.43 and 19.01 respectively.

Fund age
21 years7 months
AUM
₹ 2,092.77 Cr
Lock-in Period
0
Exit Load
0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
Expense ratio
2.03%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

Tenure (in years)

years

Expected Return

%

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Power16.17%
Industrial Products14.6%
Construction14.06%
Cement & Cement Products10.93%
Electrical Equipments7.01%
Auto Components5.62%

Frequently Asked Questions

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