Tata Indo Global Infrastructure Fund

Tata Indo Global Infrastructure Fund is managed by Amish Munshi and Dinesh Dacosta. The scheme aims to generate long term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in infrastructure and infrastructure related sectors, which are incorporated or have their area of primary activity, in India and other parts of the world. If you have already invested in this scheme, exit now to invest in a better performing scheme. New investors can safely skip this fund. However Sector funds need to be chosen with caution.

Where does Tata Indo Global Infrastructure Fund invest your money?

Tata Indo Global Infrastructure Fund is a international sector fund which means most of your money would be invested in stocks of large medium and small sized companies in infrastructure industry. About 69.12% of the fund’s money is allocated to stocks of large sized companies, 21.78% to stocks of mid sized companies, and 9.10% 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 Indo Global Infrastructure Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Nov 2007, your value of investments would sadly be around Rs 69987. The performance has not been better or similar to other sector mutual funds. The fund has been giving around -6.06% returns to those who have stayed invested since inception.

Assume you had invested Rs 10,000 every month in Tata Indo Global Infrastructure Fund through SIP since inception today you would have around Rs 6.27 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 No exit load applies for units withdrawn post one year.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 Indo Global Infrastructure Fund is 2.62%. 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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