Investing in India’s Infrastructure with Tata Infrastructure Fund

Infrastructure is one of the key drivers of economic progress, and India's focus on expanding its infrastructure is opening new investment opportunities. The Tata Infrastructure Fund offers a way to invest in this sector and aims to help investors grow their wealth over the long term.

What is the Tata Infrastructure Fund?

The Tata Infrastructure Fund, started in 2004, invests in companies tied to infrastructure projects in India. These include areas like, construction, telecom, and energy. It tracks the BSE India Infrastructure TRI index to align with infrastructure growth trends in the country.    
 

Why Consider This Fund?

• Capital Appreciation: The fund aims to offer long-term potential growth as India's infrastructure investment surges.
• Diversification within Infrastructure Landscape: With holdings across key sectors, it provides risk diversification in the infrastructure landscape.
• Portfolio Expansion and IPOs: The fund aims to continually grows its portfolio and includes IPOs, capturing new opportunities for investors.
• Growth Drivers Alignment: The fund aligns with growth drivers like and "China+1" strategy, offering investment opportunities.    
   

Key Drivers of Infrastructure Growth

Green Energy Push    
India is focusing on renewable energy and reducing emissions. Investments in solar power, wind energy, and energy-efficient manufacturing are growing rapidly, and this fund includes companies involved in these sectors.

China+1 Strategy    
India is positioning itself as an alternative to China for manufacturing. This shift is leading to more factories, better logistics, and infrastructure projects to support these industries.    
 

Benefits of Tata Infrastructure Fund

Potential for Growth    
As India’s infrastructure develops, this fund seeks to offer long-term wealth-building opportunities.

Invests Across the Infrastructure Sector    
The fund invests across sectors like:

• Energy
• Oil & Gas 
• Construction Materials
• Power

Access to New Opportunities    
By including IPOs and newly listed companies, the fund aims to provide exposure to fresh investment opportunities.    
 

Who Should Consider This Fund?

This fund may suit:

• New Investors: Those looking to enter the infrastructure sector.
• Experienced Investors: Those wanting to diversify their portfolios with a focus on infrastructure.

The Tata Infrastructure Fund provides an opportunity to invest in India’s growing infrastructure. By investing across multiple sectors and aligning with national growth strategies, it could help investors participate in the country's development.

If you’re interested in exploring long-term investment opportunities in infrastructure mutual fund then this fund might align with your goals. However, always consider your financial objectives and risk tolerance before investing.    
 

Scheme Details

• Scheme Name: Tata Infrastructure Fund
• Scheme Category: Equity Scheme-Sectoral
• Scheme Type: An open-ended equity scheme investing in Infrastructure Sector.
• Fund Manager: Abhinav H Sharma
• Min. Investment Amount: 
  • Minimum amount for Lumpsum: Rs 5,000/- and in multiple of Re.1/- thereafter
  • Minimum amount for SIP: Rs 100 and in multiples of Re 1/- thereafter
• Load Structure: 
  • Entry Load: Not Applicable 
  • Exit Load: 0.25% of NAV of redeemed/switched out before 30 days from the date of allotment. Applicable tax on exit load, if any, shall be paid out of the exit load proceeds and exit load net of tax, if any, shall be credited to the scheme.

This product is suitable for investors who are seeking*:

Scheme Risk-O-Meter

Benchmark Risk-O-Meter

• Long Term Capital Appreciation
• Investment Predominantly in equity / equity related instruments of the companies in the infrastructure sector in India.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

It may be noted that risk-o-meter specified above is based on internal assessment. The same shall be updated as per provision no. 17.4.1.i of SEBI Master Circular on Mutual Fund dated 27.06.2024, on Product labelling in mutual fund schemes on ongoing basis.

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.