Tata Infrastructure Direct Plan-Growth
Equity: Thematic-Infrastructure - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-InfrastructureBenchmark: BSE India Infrastructure Total Return IndexCheck Portfolio Overlap →
NAV: ₹181.77-0.41%
22 Oct 2026
Similar Funds
Side-by-side comparison of Tata Infrastructure Direct Plan-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -2.14% | -3.24% | 9 / 22 |
| 3Y Return | +9.97% | 13.74% | 18 / 19 |
| 5Y Return | +13.91% | 15.91% | 16 / 19 |
| 10Y Return | +13.95% | 15.14% | 15 / 19 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Infrastructure
Top funds by AUM in the Equity: Thematic-Infrastructure category — see how Tata Infrastructure Direct Plan-Growth compares on size and returns.
Funds Tracking BSE India Infrastructure Total Return Index
Top funds tracking the BSE India Infrastructure Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Tata Infrastructure Direct Plan-Growth?
Funds similar to Tata Infrastructure Direct Plan-Growth in the Equity: Thematic-Infrastructure category include ICICI Prudential Infrastructure Direct-Growth, Nippon India Power & Infra Fund Direct-Growth, and DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata Infrastructure Direct Plan-Growth in its category?
On a 3-year return basis Tata Infrastructure Direct Plan-Growth is ranked 18 out of 19 funds in the Equity: Thematic-Infrastructure category as of 21 Oct 2026. On a 5-year return basis it ranks 16 out of 19. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata Infrastructure Direct Plan-Growth's expense ratio compare to similar funds?
Tata Infrastructure Direct Plan-Growth has an expense ratio of 1.24%. The peers ICICI Prudential Infrastructure Direct-Growth has an expense ratio of 1.31% and Nippon India Power & Infra Fund Direct-Growth has 1.11%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata Infrastructure Direct Plan-Growth's AUM compare to similar funds?
Tata Infrastructure Direct Plan-Growth has an AUM of ₹1,981.6 crore. The peers ICICI Prudential Infrastructure Direct-Growth has an AUM of ₹8,227.31 crore and Nippon India Power & Infra Fund Direct-Growth has ₹7,866.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Infrastructure?
The top performing fund in the Equity: Thematic-Infrastructure category on a 3-year basis is LIC MF Infrastructure Fund Direct-Growth with a CAGR of 20.10% as of 21 Oct 2026. Tata Infrastructure Direct Plan-Growth has delivered 9.97% CAGR over the same period, ranking 18 out of 19 funds. You can view and compare the full category ranking on sharpely.
How does Tata Infrastructure Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata Infrastructure Direct Plan-Growth has a Sharpe ratio of 0.38 compared to the Equity: Thematic-Infrastructure average of 0.54 as of 21 Oct 2026. It ranks 18 out of 19 funds in its category on Sharpe ratio.