Question 1

Which funds are similar to Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth?

Accepted Answer

Funds similar to Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth in the Equity: Thematic-Infrastructure category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth compare to the category average?

Accepted Answer

The comparison of Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth against the Equity: Thematic-Infrastructure category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth in its category?

Accepted Answer

The rank of Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth within the Equity: Thematic-Infrastructure category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth?

Accepted Answer

Top alternatives to Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth in the Equity: Thematic-Infrastructure category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — Nifty500 Multicap Infrastructure 50:30:20 Total Return Index — are also listed separately.

Question 5

How does Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth is 0.56%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth has an AUM of ₹ 74.20 Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Equity: Thematic-Infrastructure category?

Accepted Answer

The top-performing funds by 3-year returns in the Equity: Thematic-Infrastructure category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth better than index funds in the same category?

Accepted Answer

Whether Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth beats index funds in the Equity: Thematic-Infrastructure category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Risk-adjusted performance of Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth using Sharpe ratio, alpha and beta relative to category peers is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking Nifty500 Multicap Infrastructure 50:30:20 Total Return Index with lower costs?

Accepted Answer

Funds tracking the same benchmark as Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth — Nifty500 Multicap Infrastructure 50:30:20 Total Return Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	+1.45%	5.41%	16 / 22
3Y Return	—	21.28%	—
5Y Return	—	20.67%	—
10Y Return	—	17.07%	—

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth

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