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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹150 & Lump. ₹10000
AUM (Fund size)
₹62 Cr
Lock In Period
N/A
Expense Ratio
2.41
Benchmark
BSE Sensex
Exit Load
Nil
Summary
Latest details for Tata Growing Economies Infrastructure Fund - Plan B Growth include a ₹ NAV as of Feb 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹150. The Tata Growing Economies Infrastructure Fund - Plan B Growth AUM is ₹62 Cr, with a lock-in of N/A years, expense ratio of 2.41%, and benchmark BSE Sensex. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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About Fund
Tata Growing Economies Infrastructure Fund - Plan B Growth managed by Tata Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹62 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 2.41. Under the expert guidance of Rupesh Patel ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Business Cycle Fund - Series 1 Growth | 0 | 278.18 CR | 2.62 |
| This FundNippon India Capital Builder Fund IV - Series D Growth | 0 | 84.42 CR | 1.26 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Business Cycle Fund - Series 1 Growth | 0 | 0 |
| This FundNippon India Capital Builder Fund IV - Series D Growth | 28.2619 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Tata Growing Economies Infrastructure Fund - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Growing Economies Infrastructure Fund - Plan B Growth is 2.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Growing Economies Infrastructure Fund - Plan B Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Tata Growing Economies Infrastructure Fund - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Growing Economies Infrastructure Fund - Plan B Growth is ₹62 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Growing Economies Infrastructure Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500