Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | Tata Infrastructure Fund -Direct Plan -Growth Option Tata Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 5.9/10 · Average |
| Fund house | Tata Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic · sectoral |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹2.0K Cr |
| Morningstar | 3★ |
| Performance returns | |
| 1Y return | +9.29% |
| 3Y return (CAGR) | +21.28% |
| 5Y return (CAGR) | +21.65% |
| 10Y return (CAGR) | +16.40% |
| Benchmark | S&P BSE India Infrastructure TR INR |
| Category avg 1Y | +6.14% |
| SIP returns | |
| SIP 1Y | +13.44% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 15.92% |
| Sharpe ratio (1Y) | 0.18 |
| Sharpe ratio (3Y) | 0.93 |
| Sortino ratio (1Y) | 0.17 |
| Max drawdown (1Y) | -14.76% |
| Category rank (1Y) | #8 of 25 |
| Quartile (1Y) | Q2 |
| Costs | |
| Expense ratio | 1.17% |
| Portfolio | |
| NAV | ₹178.97 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |