PineBridge Infrastructure and Economic Reform Fund

PineBridge Infrastructure and Economic Reform Fund is managed by Mr. Huzaifa Husain. Infrastructure as a sector has not given luring performance since 2008. This fund’s performance has been rather unstable within the category of infrastructure funds. Sector funds should be chosen with much caution. 

Where does PineBridge Infrastructure and Economic Reform Fund invest your money?

PineBridge Infrastructure and Economic Reform Fund is an Infrastructure sector fund which means your money will be invested in large, medium and small sized companies in the infrastructure industry including financial institutions and others dealing in fuel, power, telecom, capital goods. Large cap companies tend to be stable compared to mid-cap and small cap companies. This fund has 42% exposure to large companies, 41% exposure to medium sized companies and about 16% exposure to small sized companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has PineBridge Infrastructure and Economic Reform Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Feb 2008, your value of investments would have dropped to Rs 83,205. The performance has not been similar to other infrastructure funds in this category. 

Assume you had invested Rs 10,000 every month in PineBridge Infrastructure and Economic Reform Fund through SIP since inception today you would have around Rs 6.81 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of PineBridge Infrastructure and Economic Reform Fund is 2.84%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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