Why Infrastructure?

01.

The government has shown a commitment on infrastructure and has laid out a roadmap for a 5-year pace of infrastructure creation through initiatives such as the National Infrastructure Pipeline

02.

There has been a strong infrastructure push from the States too, especially considering a number of states expediting new orders and current projects over the coming years

03.

High-capacity utilization, deleveraged (i.e., low debt balance sheet) companies, investment up-cycle, China+1 and private and public capex up-cycle are major growth drivers.

04.

Government assistance in promotion of private capex (via PLIs) has a synergistic effect on manufacturing and capex linked sectors (i.e., power, real estate and cement, railways and defence sectors also)

Why Tata Infrastructure Fund ?

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The fund aims to capitalize on the CAPEX cycle in India, giving the Fund Manager a number of investment choices in terms of industries and segments.
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The Fund benefits from investments in diverse sectors such as traditional infrastructure assets (roads, highways, telecom, power plants, gas pipeline networks, real estate etc.), engineering & construction companies, manufacturing and automation product companies, building materials etc
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Follows GARP (Growth at reasonable price approach). The following are the criteria for stock selection in descending order of importance:
Good Corporate Governance.
Growth prospects
Valuations with potential for triggers leading to upgrades in a 1-2 year time frame
Liquidity: Our objective is to keep the portfolio sufficiently liquid

Who Should Invest

Investors looking to capitalize on the vibrant Indian economy which has grown on the strength of the positives exhibited by the infrastructure sector
Investors looking for medium to long term gains from the prospective growth of the Infrastructure sector.
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Scheme Details

Investment Style Primarily focuses on equity / equity related instruments of the companies in the Infrastructure sector in India.
Investment Objective The investment objective of the scheme is to provide income distribution cum capital withdrawal 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.
Fund Manager Abhinav Sharma (Managing Since 09-Mar-21 and overall experience of 15 years)
Benchmark S&P BSE India Infrastructure Index TRI
Minimum Investment/ Multiples For New Investment 5,000/- and in multiples of 1/- thereafter
Additional Investment/ Multiples For Existing Investors 1,000/- and in multiples of 1/- thereafter.
Entry Load: Not Applicable
Exit Load: 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.
Product Label TATA Infrastructure Fund S&P BSE India Infrastructure Index TRI

This product is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • Investment Predominantly in equity / equity related instruments of the companies in the Infrastructure sector in India

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Product Label

This product is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • Investment Predominantly in equity / equity related instruments of the companies in the Infrastructure sector in India

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

TATA Infrastructure Fund

S&P BSE India Infrastructure Index TRI

(It may be noted that risk-o-meter specified above is based on the scheme characteristics. The same shall be updated in accordance with provisions of SEBI circular dated October 5, 2020 on Product labelling in mutual fund schemes on ongoing basis.)

Corporate Office Address:

Tata Asset Management Private Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051

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