Tata Mutual Fund
  • Request a callback
    Please fill the details below & we will get in touch with you
    Fields with * marks are mandatory
    Name *

    Mobile No *

    Landline No -

    City *

    Thank You!

    We will get back to you soon.

Tata Infrastructure Fund

Tata Infrastructure Fund
Overview

Tata Infrastructure Fund has been among the pioneers in its category. It was launched as early as November 2004 with a view to capitalize on the vibrant Indian economy which has grown on the strength of the positives exhibited by the infrastructure sector. The fund aims to focus predominantly in sectors which have the potential of creating long term value from the expected investments in Infrastructure oriented sectors. The future wealth creation process in India's markets is likely to be driven significantly by investments in our infrastructure and the Fund aims to provide an opportunity to participate in this value creation process.

With the Automatic ‘Trigger’ Facility under Growth option of Tata Infrastructure Fund, you can book profits with just a tick. Simply opt for the Trigger option in the application form. The options available are 5% or 10% appreciation from the cost of acquisition (NAV per unit) in the scheme. You may choose to either redeem the appreciated amount or switch the same into Tata Floater Fund - Growth. Thus, this facility enables you to book profits when the markets move up so that you are not left with any regret when the markets move southwards.


Asset Allocation

70% to 100% investment in Equity & Equity related instruments in infrastructure sector companies up to 30% in equity of other companies & up to 30% in debt & Money market instruments.


Who should invest / Key Attributes
  • Ideal for Investors:
    • Investors looking for capital appreciation opportunities in the infrastructure and related sectors
  • Key Attributes:
    • Participation in the long term growth opportunities of infrastructure companies along with India’s economic growth story
    • Less riskier than sector funds as Infrastructure covers various industries hence, relatively more diversified than other single industry specific funds

Fund Manager

Rupesh Patel

Rupesh PatelAt 38, Rupesh 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. He has worked in Equity Research and as Head of TATA PMS investments during his association with Tata Asset Management Limited since May 2008. Prior to joining Tata Asset Management, he worked with Indiareit Fund Advisors Private Limited in their investments team and also held directorships to represent Indiareit Fund Advisors Private Limited on the boards of investee companies. He also worked as head of the corporate sector ratings group at Credit Analysis & Research Limited (CARE). Mr. Rupesh Patel is a graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat.


Nainesh Rajani (For Overseas portfolio)

Nainesh is a commerce graduate and holds a degree in Masters in Management Studies from Mumbai University. Prior to Tata Asset management, Nainesh Worked with CNBC & JPMorgan Chase . He joined Tata Asset Management Limited in February 2007 as an Equity Research Analyst covering Engineering, Capital Goods, Cement and the Media Sector. He has over 9 years of work experience.


Download
Enter Broker Code* ARN-
(e.g. ARN-000000-0)

Enter Sub Broker Code
You can either download or view only one application at a time.

Thank you!

Scheme Information
Objective

The investment objective of the scheme is to provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector.

Nature of scheme
An Open Ended Equity Scheme.
Date of Allotment
31 Dec 2004
Options / Plan
Tata Infrastructure Fund
Plan A (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend
Entry Load
NIL
Exit Load
1.00%

if redeemed on or before expiry of 365 days from the date of allotment.

Min. Purchase Amount
5,000/-
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
1,000/- or 100 units
SIP
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1000/-
Quarterly 6 1000/-
4 1500/-
Systematic Withdrawal Plan

Available

Yes

Frequency

Monthly / Quarterly

Min.Withdrawal Amt.

500/-
STP
Available

*There is no minimum amount requirement in case unitholder is opting for an all units switch.


Designed & Developed by Idealake

Email a friendX

Fields with* marks are mandatory

Name* Email*

Name Email

Name Email

Name Email

Name Email

Sender Name*

Sender Email*

Message