NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹176.94
1.27%
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
34.75%p.a.
Last 1Y
25.00%p.a.
Last 3Y
26.57%p.a.
Last 5Y
15.93%p.a.
Since Inception
About Tata Infrastructure Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata Infrastructure Fund Growth scheme from Tata Asset Management Limited. It is a Equity - Infrastructure mutual fund scheme that predominantly invests in Equity - Infrastructure stocks of companies. Launched on Dec 2004, Tata Infrastructure Fund Growth is Equity - Infrastructure fund of its category with 2,451.22 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Infrastructure funds.
- Tata Infrastructure Fund Growth delivered 34.8% annual returns during the last year. It has delivered 15.9% average annual returns since the fund was launched.
- Tata Infrastructure Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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. The scheme does not assure or guarantee any returns
Top 10 Holdings
Larsen & Toubro Ltd
5.17%
NTPC Ltd
3.87%
Adani Ports & Special Economic Zone Ltd
2.58%
Ramco Cements Ltd
2.52%
G R Infraprojects Ltd
2.49%
Torrent Power Ltd
2.38%
Siemens Ltd
2.24%
DLF Ltd
2.14%
UltraTech Cement Ltd
2.14%
Adani Energy Solutions Ltd
2.08%
Fund Managers
- Abhinav Sharma (Mar 2021 - Present)
Key Information
View Scheme Document
Tata Infrastructure Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Tata Infrastructure Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Tata Infrastructure Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Infrastructure Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
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3Y Return
ICICI Prudential Infrastructure Fund Growth
very high risk | equity
31.9%
DSP India T.I.G.E.R. Fund - Plan - Growth
very high risk | equity
30.1%
SBI Infrastructure Fund Growth
very high risk | equity
25.5%
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