42
InfrastructureAvoid
Tata Infra
Tata · Direct–Growth · rank #15 of 20 by Smart Score
Data updated
Trailing returns
1 Year
6.3%
+3.2% vs index
3 Years
12.9%
+1.3% vs index
5 Years
16.6%
+6.2% vs index
Since launch
14.7%
Year-by-year performance
2014
+42.7%—
2015
+0.9%—
Why this score
Tata Infra scores 42/100 — #15 of 20 Infrastructure fund (Avoid). It stands out for volatility and sortino ratio — beating 97% of peers on volatility. The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
3Y return12.90% · 8th percentile in category
5Y return16.56% · 22nd percentile in category
Volatility13.81 · 97th percentile in category
Sortino ratio1.12 · 90th percentile in category
Sharpe ratio0.76 · 39th percentile in category
Expense ratio1.21% · 48th percentile in category