Tata Growing Economies Infrastructure Fund Plan B

Tata Growing Economies Infrastructure Fund Plan B is managed by Amish Munshi and Dinesh Dacosta. The scheme aims to generate capital appreciation by investing predominantly in equities of companies in infrastructure and other related sectors in the growing economies of the world including India. If you have already invested in this scheme keep a close watch on its performance. New investors can safely skip this fund. However sector funds need to be chosen with caution. 

Where does Tata Growing Economies Infrastructure Fund Plan B invest your money?

Tata Growing Economies Infrastructure Fund Plan B is an international sector fund which means most of your money would be invested in stocks of large medium and small sized infrastructure companies. About 67.61% of the fund’s money is allocated to stocks of large sized companies, 24.02% to stocks of mid-sized companies and close to 8.37% to stocks of small sized companies. Large cap companies are stable compared to mid cap and small cap companies yet mid cap stocks are not avoided due to prospects of kicker returns.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Tata Growing Economies Infrastructure Fund Plan B performed in the past?

If you had invested Rs 1 lakh when the fund was launched in April 2008, your value of investments would be around Rs 1.10 lakhs. The performance has not been better or similar to other sector mutual funds. The fund has been giving around 1.9% returns to those who have stayed invested since inception.

Assume you had invested Rs 10,000 every month in Tata Growing Economies Infrastructure Fund Plan B through SIP since inception today you would have around Rs 6.67 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 No exit load applies for units withdrawn post one year.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 Tata Growing Economies Infrastructure Fund Plan B is 2.92%. 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 did not withdraw within 1 year.

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