Tata Infrastructure Fund -Direct Plan Growth

Tata Infrastructure Fund -Direct Plan Growth of Tata Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

High

Expense Ratio (%)

1.97

Age

NA Years

Fund Manager

Rupesh Patel

AuM (Rs Crores)

529.9079

Asset Class

Sector

Net Asset Value:

52.9653

Rating

3

Exit Load

0.003

Benchmark

S&P BSE India Infrastructure TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

44.70%

Fund Manager Details:

Rupesh Patel Graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat. He has more than 14 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Objective:

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.

Top Holdings:

  • Construction (16.15)
  • Infrastructure Developers & Operators (12.37)
  • Cement (8.7)
  • Banks (6.69)
  • Power Generation & Distribution (6.19)
  • Capital Goods-Non Electrical Equipment (5.85)
  • Steel (5.4)
  • Plastic products (4.98)
  • Crude Oil & Natural Gas (4.2)
  • Auto Ancillaries (4.2)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition