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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 21,2026 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

DurationFund Return(%)Category Average(%)Category Best(%)

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 NameRatingsAUMExpense Ratio
This FundQuantum Small Cap Fund Growth0178.94 CR2.17
This FundHelios Small Cap Fund Growth0652.62 CR2.34
This FundMirae Asset Small Cap Fund Growth03102.65 CR1.89
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundQuantum Small Cap Fund Growth13.95780
This FundHelios Small Cap Fund Growth00
This FundMirae Asset Small Cap Fund Growth19.30340
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 : %
Returns of Tata Growing Economies Infrastructure Fund - Plan B Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been NaN%.

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